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IKOS CIF’s UnitedHealth UNH Stock Holding History

IKOS CIF’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
Q2 		– Sell
-876
Closed -$114K – 219
2016
Q1 		$114K Sell
876
-2,188
-71% -$259K 0.28% 98
2015
Q4 		$356K Buy
3,064
+398
+15% +$46.5K 1.09% 23
2015
Q3 		$312K Buy
+2,666
New +$319K 0.91% 14
2015
Q2 		– Sell
-3,245
Closed -$388K – 300
2015
Q1 		$388K Sell
3,245
-1,525
-32% -$169K 0.89% 12
2014
Q4 		$485K Buy
4,770
+3,011
+171% +$285K 0.82% 15
2014
Q3 		$152K Buy
+1,759
New +$149K 0.22% 165

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

IKOS CIF's UNH Position: Q2 2016 in Review

IKOS CIF sold out of UnitedHealth (UNH) in Q2 2016, closing a stake of 876 shares — an estimated $114K sold.

IKOS CIF first reported a position in UNH in Q3 2014 and held it in 6 quarters. The position peaked at $485K in Q4 2014. 1,263 funds tracked by Wall St. Rank hold UNH as of Q2 2016.

  • IKOS CIF reported no remaining UnitedHealth position as of Q2 2016 after selling out during the quarter.
  • IKOS CIF sold 876 UnitedHealth shares in Q2 2016, an estimated $114K.
  • IKOS CIF first reported a position in UnitedHealth in Q3 2014 and held it in 6 quarters.
  • IKOS CIF's UnitedHealth position peaked at $485K in Q4 2014.
  • 1,263 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2016.

Based on IKOS CIF's 13F filing for Q2 2016, filed 12 Aug 2016.