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Curian Capital’s UnitedHealth UNH Stock Holding History

Curian Capital’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
2016
Q1 		– Sell
-40,220
Closed -$4.73M – 358
2015
Q4 		$4.73M Sell
40,220
-70,962
-64% -$8.29M 0.35% 57
2015
Q3 		$12.9M Sell
111,182
-54,516
-33% -$6.52M 0.34% 63
2015
Q2 		$20.2M Sell
165,698
-3,581
-2% -$424K 0.34% 63
2015
Q1 		$20M Sell
169,279
-13,652
-7% -$1.52M 0.33% 66
2014
Q4 		$18.5M Sell
182,931
-8,796
-5% -$834K 0.31% 71
2014
Q3 		$16.5M Buy
191,727
+4,118
+2% +$348K 0.29% 80
2014
Q2 		$15.3M Buy
187,609
+680
+0.4% +$53.5K 0.27% 88
2014
Q1 		$15.3M Sell
186,929
-12,109
-6% -$911K 0.27% 79
2013
Q4 		$15M Buy
199,038
+7,133
+4% +$512K 0.27% 81
2013
Q3 		$13.7M Sell
191,905
-15,799
-8% -$1.13M 0.24% 76
2013
Q2 		$13.6M Buy
+207,704
New +$12.9M 0.25% 69

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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 $1.56T AUM 27.86% 1-Year Est. Return

Curian Capital's UNH Position: Q1 2016 in Review

Curian Capital sold out of UnitedHealth (UNH) in Q1 2016, closing a stake of 40,220 shares — an estimated $4.73M sold.

Curian Capital first reported a position in UNH in Q2 2013 and held it in 11 quarters. The position peaked at $20.2M in Q2 2015. 1,219 funds tracked by Wall St. Rank hold UNH as of Q1 2016.

  • Curian Capital reported no remaining UnitedHealth position as of Q1 2016 after selling out during the quarter.
  • Curian Capital sold 40,220 UnitedHealth shares in Q1 2016, an estimated $4.73M.
  • Curian Capital first reported a position in UnitedHealth in Q2 2013 and held it in 11 quarters.
  • Curian Capital's UnitedHealth position peaked at $20.2M in Q2 2015.
  • 1,219 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2016.

Based on Curian Capital's 13F filing for Q1 2016.