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Genesis Wealth Advisors’s UnitedHealth UNH Stock Holding History

Genesis Wealth Advisors’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
Q2 		$63.6K Buy
521
+36
+7% +$4.26K 0.05% 152
2015
Q1 		$57K Hold
485
– – 0.05% 182
2014
Q4 		$55.4K Buy
+485
New +$46K 0.04% 199

Other funds holding UNH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Genesis Wealth Advisors's UNH Position: Q2 2015 in Review

Genesis Wealth Advisors increased its UnitedHealth (UNH) stake by 7.4% in Q2 2015, buying an estimated $4.26K and bringing the position to 521 shares worth $63.6K. The position accounts for 0.05% of the portfolio, ranked #152.

Genesis Wealth Advisors first reported a position in UNH in Q4 2014 and has held it in 3 quarters since. 1,201 funds tracked by Wall St. Rank hold UNH as of Q2 2015.

  • Genesis Wealth Advisors held 521 shares of UnitedHealth worth $63.6K as of Q2 2015.
  • Genesis Wealth Advisors bought 36 UnitedHealth shares in Q2 2015, an estimated $4.26K.
  • UnitedHealth made up 0.05% of Genesis Wealth Advisors's portfolio in Q2 2015, its #152 holding.
  • Genesis Wealth Advisors first reported a position in UnitedHealth in Q4 2014 and has held it in 3 quarters since.
  • 1,201 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.