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McNamara Financial Services’s UnitedHealth UNH Stock Holding History

McNamara Financial Services’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
2015
Q1 		– Sell
-379
Closed -$38K – 158
2014
Q4 		$38K Buy
+379
New +$35.9K 0.03% 98

Other funds holding UNH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

McNamara Financial Services's UNH Position: Q1 2015 in Review

McNamara Financial Services sold out of UnitedHealth (UNH) in Q1 2015, closing a stake of 379 shares — an estimated $38K sold.

McNamara Financial Services first reported a position in UNH in Q4 2014 and held it in 1 quarter. The position peaked at $38K in Q4 2014. 1,162 funds tracked by Wall St. Rank hold UNH as of Q1 2015.

  • McNamara Financial Services reported no remaining UnitedHealth position as of Q1 2015 after selling out during the quarter.
  • McNamara Financial Services sold 379 UnitedHealth shares in Q1 2015, an estimated $38K.
  • McNamara Financial Services first reported a position in UnitedHealth in Q4 2014 and held it in 1 quarter.
  • McNamara Financial Services's UnitedHealth position peaked at $38K in Q4 2014.
  • 1,162 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2015.

Based on McNamara Financial Services's 13F filing for Q1 2015, filed 28 Apr 2015.