DAM
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Doheny Asset Management’s UnitedHealth UNH Stock Holding History

Doheny Asset Management’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
2017
Q4 		– Sell
-1,154
Closed -$226K – 112
2017
Q3 		$226K Hold
1,154
– – 0.1% 103
2017
Q2 		$214K Buy
+1,154
New +$202K 0.1% 101

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Doheny Asset Management's UNH Position: Q4 2017 in Review

Doheny Asset Management sold out of UnitedHealth (UNH) in Q4 2017, closing a stake of 1,154 shares — an estimated $226K sold.

Doheny Asset Management first reported a position in UNH in Q2 2017 and held it in 2 quarters. The position peaked at $226K in Q3 2017. 1,676 funds tracked by Wall St. Rank hold UNH as of Q4 2017.

  • Doheny Asset Management reported no remaining UnitedHealth position as of Q4 2017 after selling out during the quarter.
  • Doheny Asset Management sold 1,154 UnitedHealth shares in Q4 2017, an estimated $226K.
  • Doheny Asset Management first reported a position in UnitedHealth in Q2 2017 and held it in 2 quarters.
  • Doheny Asset Management's UnitedHealth position peaked at $226K in Q3 2017.
  • 1,676 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2017.

Based on Doheny Asset Management's 13F filing for Q4 2017, filed 15 Feb 2018.