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Gerstein Fisher’s UnitedHealth UNH Stock Holding History

Gerstein Fisher’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 		$970K Buy
6,927
+285
+4% +$39.9K 0.12% 163
2016
Q2 		$938K Buy
6,642
+1,073
+19% +$143K 0.12% 152
2016
Q1 		$718K Buy
5,569
+843
+18% +$99.7K 0.1% 173
2015
Q4 		$556K Sell
4,726
-795
-14% -$92.9K 0.08% 208
2015
Q3 		$640K Sell
5,521
-290
-5% -$34.7K 0.1% 187
2015
Q2 		$709K Buy
5,811
+540
+10% +$63.9K 0.11% 178
2015
Q1 		$624K Buy
5,271
+185
+4% +$20.5K 0.1% 195
2014
Q4 		$514K Sell
5,086
-192
-4% -$18.2K 0.08% 213
2014
Q3 		$455K Buy
5,278
+97
+2% +$8.2K 0.08% 218
2014
Q2 		$424K Sell
5,181
-57
-1% -$4.49K 0.08% 207
2014
Q1 		$429K Sell
5,238
-6,100
-54% -$459K 0.09% 194
2013
Q4 		$854K Buy
11,338
+5,881
+108% +$422K 0.03% 309
2013
Q3 		$391K Sell
5,457
-33
-0.6% -$2.36K 0.08% 217
2013
Q2 		$359K Buy
+5,490
New +$342K 0.09% 204

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 $1.9T AUM 41.92% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gerstein Fisher's UNH Position: Q3 2016 in Review

Gerstein Fisher increased its UnitedHealth (UNH) stake by 4.3% in Q3 2016, buying an estimated $39.9K and bringing the position to 6,927 shares worth $970K. The position accounts for 0.12% of the portfolio, ranked #163.

Gerstein Fisher first reported a position in UNH in Q2 2013 and has held it in 14 quarters since. 1,276 funds tracked by Wall St. Rank hold UNH as of Q3 2016.

  • Gerstein Fisher held 6,927 shares of UnitedHealth worth $970K as of Q3 2016.
  • Gerstein Fisher bought 285 UnitedHealth shares in Q3 2016, an estimated $39.9K.
  • UnitedHealth made up 0.12% of Gerstein Fisher's portfolio in Q3 2016, its #163 holding.
  • Gerstein Fisher first reported a position in UnitedHealth in Q2 2013 and has held it in 14 quarters since.
  • 1,276 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2016.

Based on Gerstein Fisher's 13F filing for Q3 2016, filed 15 Nov 2016.