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Montage Investments’s UnitedHealth UNH Stock Holding History

Montage Investments’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
Q3 		$432K Sell
3,085
-57
-2% -$7.98K 0.24% 122
2016
Q2 		$444K Sell
3,142
-180
-5% -$24K 0.31% 116
2016
Q1 		$428K Buy
3,322
+637
+24% +$75.4K 0.31% 118
2015
Q4 		$316K Buy
+2,685
New +$314K 0.62% 60

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

Montage Investments's UNH Position: Q3 2016 in Review

Montage Investments reduced its UnitedHealth (UNH) stake by 1.8% in Q3 2016, selling an estimated $7.98K and leaving 3,085 shares worth $432K. The position accounts for 0.24% of the portfolio, ranked #122.

Montage Investments first reported a position in UNH in Q4 2015 and has held it in 4 quarters since. The position peaked at $444K in Q2 2016. 1,275 funds tracked by Wall St. Rank hold UNH as of Q3 2016.

  • Montage Investments held 3,085 shares of UnitedHealth worth $432K as of Q3 2016.
  • Montage Investments sold 57 UnitedHealth shares in Q3 2016, an estimated $7.98K.
  • UnitedHealth made up 0.24% of Montage Investments's portfolio in Q3 2016, its #122 holding.
  • Montage Investments first reported a position in UnitedHealth in Q4 2015 and has held it in 4 quarters since.
  • Montage Investments's UnitedHealth position peaked at $444K in Q2 2016.
  • 1,275 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2016.

Based on Montage Investments's 13F filing for Q3 2016, filed 10 Nov 2016.