HC
UNH icon

HHG & Company’s UnitedHealth UNH Stock Holding History

HHG & Company’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 		$2.09M Buy
16,244
+104
+0.6% +$12.3K 0.58% 56
2015
Q4 		$1.9M Buy
16,140
+4,450
+38% +$520K 0.51% 58
2015
Q3 		$1.36M Buy
11,690
+390
+3% +$46.7K 0.41% 76
2015
Q2 		$1.38M Buy
11,300
+180
+2% +$21.3K 0.4% 74
2015
Q1 		$1.31M Buy
11,120
+623
+6% +$69.2K 0.35% 82
2014
Q4 		$1.06M Buy
+10,497
New +$995K 0.25% 100

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

HHG & Company's UNH Position: Q1 2016 in Review

HHG & Company increased its UnitedHealth (UNH) stake by 0.64% in Q1 2016, buying an estimated $12.3K and bringing the position to 16,244 shares worth $2.09M. The position accounts for 0.58% of the portfolio, ranked #56.

HHG & Company first reported a position in UNH in Q4 2014 and has held it in 6 quarters since. 1,223 funds tracked by Wall St. Rank hold UNH as of Q1 2016.

  • HHG & Company held 16,244 shares of UnitedHealth worth $2.09M as of Q1 2016.
  • HHG & Company bought 104 UnitedHealth shares in Q1 2016, an estimated $12.3K.
  • UnitedHealth made up 0.58% of HHG & Company's portfolio in Q1 2016, its #56 holding.
  • HHG & Company first reported a position in UnitedHealth in Q4 2014 and has held it in 6 quarters since.
  • 1,223 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2016.

Based on HHG & Company's 13F filing for Q1 2016, filed 20 Apr 2016.