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Herndon Capital Management’s UnitedHealth UNH Stock Holding History

Herndon Capital 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
Q4 		– Sell
-88
Closed -$12K – 530
2016
Q3 		$12K Hold
88
– – ﹤0.01% 171
2016
Q2 		$12K Buy
+88
New +$11.7K ﹤0.01% 182

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Herndon Capital Management's UNH Position: Q4 2016 in Review

Herndon Capital Management sold out of UnitedHealth (UNH) in Q4 2016, closing a stake of 88 shares — an estimated $12K sold.

Herndon Capital Management first reported a position in UNH in Q2 2016 and held it in 2 quarters. The position peaked at $12K in Q3 2016. 1,412 funds tracked by Wall St. Rank hold UNH as of Q4 2016.

  • Herndon Capital Management reported no remaining UnitedHealth position as of Q4 2016 after selling out during the quarter.
  • Herndon Capital Management sold 88 UnitedHealth shares in Q4 2016, an estimated $12K.
  • Herndon Capital Management first reported a position in UnitedHealth in Q2 2016 and held it in 2 quarters.
  • Herndon Capital Management's UnitedHealth position peaked at $12K in Q3 2016.
  • 1,412 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2016.

Based on Herndon Capital Management's 13F filing for Q4 2016, filed 2 Feb 2017.