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Deane Retirement Strategies’s UnitedHealth UNH Stock Holding History

Deane Retirement 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
2016
Q3 		– Sell
-12,153
Closed -$1.72M – 56
2016
Q2 		$1.72M Sell
12,153
-374
-3% -$49.9K 1.57% 16
2016
Q1 		$1.61M Buy
+12,527
New +$1.48M 1.51% 17

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 $2.3T AUM 54.33% 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 $3.37T AUM 44.26% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Deane Retirement Strategies's UNH Position: Q3 2016 in Review

Deane Retirement Strategies sold out of UnitedHealth (UNH) in Q3 2016, closing a stake of 12,153 shares — an estimated $1.72M sold.

Deane Retirement Strategies first reported a position in UNH in Q1 2016 and held it in 2 quarters. The position peaked at $1.72M in Q2 2016. 1,278 funds tracked by Wall St. Rank hold UNH as of Q3 2016.

  • Deane Retirement Strategies reported no remaining UnitedHealth position as of Q3 2016 after selling out during the quarter.
  • Deane Retirement Strategies sold 12,153 UnitedHealth shares in Q3 2016, an estimated $1.72M.
  • Deane Retirement Strategies first reported a position in UnitedHealth in Q1 2016 and held it in 2 quarters.
  • Deane Retirement Strategies's UnitedHealth position peaked at $1.72M in Q2 2016.
  • 1,278 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2016.

Based on Deane Retirement Strategies's 13F filing for Q3 2016, filed 6 Oct 2016.