Gary Goldberg Planning Services’s UnitedHealth UNH Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$56K	Buy	557 +1	+0.2%	+$95	0.02%	199
2014 Q3	$48K	Buy	556 +156	+39%	+$13.2K	0.02%	231
2014 Q2	$33K	Sell	400 -3	-0.7%	-$236	0.01%	258
2014 Q1	$33K	Buy	403 +3	+0.8%	+$226	0.02%	245
2013 Q4	$30K	Hold	400	–	–	0.02%	230
2013 Q3	$29K	Buy	+400	New	+$28.6K	0.02%	233

Other funds holding UNH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Gary Goldberg Planning Services's UNH Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its UnitedHealth (UNH) stake by 0.18% in Q4 2014, buying an estimated $95 and bringing the position to 557 shares worth $56K. The position accounts for 0.02% of the portfolio, ranked #199.

Gary Goldberg Planning Services first reported a position in UNH in Q3 2013 and has held it in 6 quarters since. 1,108 funds tracked by Wall St. Rank hold UNH as of Q4 2014.

Gary Goldberg Planning Services held 557 shares of UnitedHealth worth $56K as of Q4 2014.
Gary Goldberg Planning Services bought 1 UnitedHealth share in Q4 2014, an estimated $95.
UnitedHealth made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #199 holding.
Gary Goldberg Planning Services first reported a position in UnitedHealth in Q3 2013 and has held it in 6 quarters since.
1,108 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.