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Gupta Wealth Management’s UnitedHealth UNH Stock Holding History

Gupta Wealth Management’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
Q1 		$339K Buy
2,629
+279
+12% +$33K 0.08% 178
2015
Q4 		$276K Sell
2,350
-36
-2% -$4.21K 0.07% 203
2015
Q3 		$277K Buy
2,386
+124
+5% +$14.8K 0.07% 200
2015
Q2 		$276K Buy
2,262
+293
+15% +$34.7K 0.07% 211
2015
Q1 		$233K Buy
+1,969
New +$219K 0.07% 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 $2.3T AUM 54.33% 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 $3.37T AUM 44.26% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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

Gupta Wealth Management's UNH Position: Q1 2016 in Review

Gupta Wealth Management increased its UnitedHealth (UNH) stake by 12% in Q1 2016, buying an estimated $33K and bringing the position to 2,629 shares worth $339K. The position accounts for 0.08% of the portfolio, ranked #178.

Gupta Wealth Management first reported a position in UNH in Q1 2015 and has held it in 5 quarters since. 1,222 funds tracked by Wall St. Rank hold UNH as of Q1 2016.

  • Gupta Wealth Management held 2,629 shares of UnitedHealth worth $339K as of Q1 2016.
  • Gupta Wealth Management bought 279 UnitedHealth shares in Q1 2016, an estimated $33K.
  • UnitedHealth made up 0.08% of Gupta Wealth Management's portfolio in Q1 2016, its #178 holding.
  • Gupta Wealth Management first reported a position in UnitedHealth in Q1 2015 and has held it in 5 quarters since.
  • 1,222 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.