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UNH icon

GW Capital’s UnitedHealth UNH Stock Holding History

GW Capital’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
Q4 		$2.6M Hold
22,075
– – 0.18% 85
2015
Q3 		$2.56M Sell
22,075
-27,375
-55% -$3.28M 0.17% 83
2015
Q2 		$6.03M Hold
49,450
– – 0.32% 78
2015
Q1 		$5.85M Buy
49,450
+105
+0.2% +$11.7K 0.27% 76
2014
Q4 		$4.99M Hold
49,345
– – 0.23% 78
2014
Q3 		$4.26M Buy
+49,345
New +$4.17M 0.18% 82

Other funds holding UNH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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 $1.56T AUM 27.86% 1-Year Est. Return

GW Capital's UNH Position: Q4 2015 in Review

GW Capital held its UnitedHealth (UNH) position steady in Q4 2015 at 22,075 shares worth $2.6M. The position accounts for 0.18% of the portfolio, ranked #85.

GW Capital first reported a position in UNH in Q3 2014 and has held it in 6 quarters since. The position peaked at $6.03M in Q2 2015. 1,218 funds tracked by Wall St. Rank hold UNH as of Q4 2015.

  • GW Capital held 22,075 shares of UnitedHealth worth $2.6M as of Q4 2015.
  • GW Capital left its UnitedHealth share count unchanged in Q4 2015.
  • UnitedHealth made up 0.18% of GW Capital's portfolio in Q4 2015, its #85 holding.
  • GW Capital first reported a position in UnitedHealth in Q3 2014 and has held it in 6 quarters since.
  • GW Capital's UnitedHealth position peaked at $6.03M in Q2 2015.
  • 1,218 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2015.

Based on GW Capital's 13F filing for Q4 2015, filed 19 Feb 2016.