DCLA
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Douglas C. Lane & Associates’s UnitedHealth UNH Stock Holding History

Douglas C. Lane & Associates’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 		$522K Buy
4,439
+64
+1% +$7.48K 0.01% 172
2015
Q3 		$508K Buy
4,375
+576
+15% +$68.9K 0.01% 171
2015
Q2 		$464K Sell
3,799
-303
-7% -$35.8K 0.01% 175
2015
Q1 		$485K Buy
4,102
+769
+23% +$85.4K 0.01% 173
2014
Q4 		$337K Buy
+3,333
New +$316K 0.01% 190

Other funds holding UNH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $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

Douglas C. Lane & Associates's UNH Position: Q4 2015 in Review

Douglas C. Lane & Associates increased its UnitedHealth (UNH) stake by 1.5% in Q4 2015, buying an estimated $7.48K and bringing the position to 4,439 shares worth $522K. The position accounts for 0.01% of the portfolio, ranked #172.

Douglas C. Lane & Associates first reported a position in UNH in Q4 2014 and has held it in 5 quarters since. 1,219 funds tracked by Wall St. Rank hold UNH as of Q4 2015.

  • Douglas C. Lane & Associates held 4,439 shares of UnitedHealth worth $522K as of Q4 2015.
  • Douglas C. Lane & Associates bought 64 UnitedHealth shares in Q4 2015, an estimated $7.48K.
  • UnitedHealth made up 0.01% of Douglas C. Lane & Associates's portfolio in Q4 2015, its #172 holding.
  • Douglas C. Lane & Associates first reported a position in UnitedHealth in Q4 2014 and has held it in 5 quarters since.
  • 1,219 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2015.

Based on Douglas C. Lane & Associates's 13F filing for Q4 2015, filed 25 Jan 2016.