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Goodman Financial’s UnitedHealth UNH Stock Holding History

Goodman Financial’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 		– Sell
-51,542
Closed -$7.28M – 42
2016
Q2 		$7.28M Sell
51,542
-1,348
-3% -$180K 4.34% 2
2016
Q1 		$6.82M Sell
52,890
-1,005
-2% -$119K 4.16% 2
2015
Q4 		$6.34M Sell
53,895
-305
-0.6% -$35.6K 3.84% 4
2015
Q3 		$6.29M Buy
54,200
+2,113
+4% +$253K 4% 5
2015
Q2 		$6.36M Buy
52,087
+580
+1% +$68.6K 3.98% 5
2015
Q1 		$6.09M Buy
51,507
+1,476
+3% +$164K 3.78% 4
2014
Q4 		$5.06M Buy
+50,031
New +$4.74M 3.42% 5

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

Goodman Financial's UNH Position: Q3 2016 in Review

Goodman Financial sold out of UnitedHealth (UNH) in Q3 2016, closing a stake of 51,542 shares — an estimated $7.28M sold.

Goodman Financial first reported a position in UNH in Q4 2014 and held it in 7 quarters. The position peaked at $7.28M in Q2 2016. 1,275 funds tracked by Wall St. Rank hold UNH as of Q3 2016.

  • Goodman Financial reported no remaining UnitedHealth position as of Q3 2016 after selling out during the quarter.
  • Goodman Financial sold 51,542 UnitedHealth shares in Q3 2016, an estimated $7.28M.
  • Goodman Financial first reported a position in UnitedHealth in Q4 2014 and held it in 7 quarters.
  • Goodman Financial's UnitedHealth position peaked at $7.28M in Q2 2016.
  • 1,275 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2016.

Based on Goodman Financial's 13F filing for Q3 2016, filed 4 Nov 2016.