MWR
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McAdams Wright Ragen’s UnitedHealth UNH Stock Holding History

McAdams Wright Ragen’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
2014
Q3 		$483K Sell
5,609
-1,082
-16% -$91.4K 0.03% 267
2014
Q2 		$546K Sell
6,691
-128
-2% -$10.1K 0.03% 250
2014
Q1 		$559K Buy
6,819
+615
+10% +$46.3K 0.03% 232
2013
Q4 		$467K Buy
6,204
+3,125
+101% +$224K 0.03% 245
2013
Q3 		$220K Buy
+3,079
New +$220K 0.02% 305

Other funds holding UNH

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
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

McAdams Wright Ragen's UNH Position: Q3 2014 in Review

McAdams Wright Ragen reduced its UnitedHealth (UNH) stake by 16% in Q3 2014, selling an estimated $91.4K and leaving 5,609 shares worth $483K. The position accounts for 0.03% of the portfolio, ranked #267.

McAdams Wright Ragen first reported a position in UNH in Q3 2013 and has held it in 5 quarters since. The position peaked at $559K in Q1 2014. 972 funds tracked by Wall St. Rank hold UNH as of Q3 2014.

  • McAdams Wright Ragen held 5,609 shares of UnitedHealth worth $483K as of Q3 2014.
  • McAdams Wright Ragen sold 1,082 UnitedHealth shares in Q3 2014, an estimated $91.4K.
  • UnitedHealth made up 0.03% of McAdams Wright Ragen's portfolio in Q3 2014, its #267 holding.
  • McAdams Wright Ragen first reported a position in UnitedHealth in Q3 2013 and has held it in 5 quarters since.
  • McAdams Wright Ragen's UnitedHealth position peaked at $559K in Q1 2014.
  • 972 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.