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Jacobus Wealth Management’s UnitedHealth UNH Stock Holding History

Jacobus 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
Q2 		– Sell
-1,219
Closed -$157K – 254
2016
Q1 		$157K Hold
1,219
– – 0.05% 226
2015
Q4 		$143K Hold
1,219
– – 0.04% 237
2015
Q3 		$141K Hold
1,219
– – 0.04% 241
2015
Q2 		$149K Buy
+1,219
New +$144K 0.04% 251
2014
Q1 		– Sell
-1,634
Closed -$123K – 320
2013
Q4 		$123K Buy
+1,634
New +$117K 0.04% 269

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jacobus Wealth Management's UNH Position: Q2 2016 in Review

Jacobus Wealth Management sold out of UnitedHealth (UNH) in Q2 2016, closing a stake of 1,219 shares — an estimated $157K sold.

Jacobus Wealth Management first reported a position in UNH in Q4 2013 and held it in 5 quarters. The position peaked at $157K in Q1 2016. 1,266 funds tracked by Wall St. Rank hold UNH as of Q2 2016.

  • Jacobus Wealth Management reported no remaining UnitedHealth position as of Q2 2016 after selling out during the quarter.
  • Jacobus Wealth Management sold 1,219 UnitedHealth shares in Q2 2016, an estimated $157K.
  • Jacobus Wealth Management first reported a position in UnitedHealth in Q4 2013 and held it in 5 quarters.
  • Jacobus Wealth Management's UnitedHealth position peaked at $157K in Q1 2016.
  • 1,266 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2016.

Based on Jacobus Wealth Management's 13F filing for Q2 2016, filed 5 Aug 2016.