CCS
UNH icon

Crosspoint Capital Strategies’s UnitedHealth UNH Stock Holding History

Crosspoint Capital Strategies’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-43
Closed -$5K – 1206
2015
Q3 		$5K Buy
+43
New +$5.15K 0.01% 509
2015
Q1 		– Sell
-300
Closed -$30K – 732
2014
Q4 		$30K Hold
300
– – 0.01% 396
2014
Q3 		$26K Hold
300
– – 0.02% 279
2014
Q2 		$26K Hold
300
– – 0.01% 310
2014
Q1 		$25K Hold
300
– – 0.01% 342
2013
Q4 		$23K Buy
+300
New +$21.6K 0.01% 340

Other funds holding UNH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Crosspoint Capital Strategies's UNH Position: Q4 2015 in Review

Crosspoint Capital Strategies sold out of UnitedHealth (UNH) in Q4 2015, closing a stake of 43 shares — an estimated $5K sold.

Crosspoint Capital Strategies first reported a position in UNH in Q4 2013 and held it in 6 quarters. The position peaked at $30K in Q4 2014. 1,221 funds tracked by Wall St. Rank hold UNH as of Q4 2015.

  • Crosspoint Capital Strategies reported no remaining UnitedHealth position as of Q4 2015 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 43 UnitedHealth shares in Q4 2015, an estimated $5K.
  • Crosspoint Capital Strategies first reported a position in UnitedHealth in Q4 2013 and held it in 6 quarters.
  • Crosspoint Capital Strategies's UnitedHealth position peaked at $30K in Q4 2014.
  • 1,221 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2015.

Based on Crosspoint Capital Strategies's 13F filing for Q4 2015, filed 16 Feb 2016.