New Century Investment Management’s UnitedHealth UNH Stock Holding History

New Century Investment 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 Q4	$1.58M	Sell	9,857 -3,855	-28%	-$576K	2.24%	9
2016 Q3	$1.92M	Sell	13,712 -10,310	-43%	-$1.44M	1.67%	11
2016 Q2	$3.39M	Sell	24,022 -3,414	-12%	-$455K	1.81%	14
2016 Q1	$3.54M	Buy	27,436 +2	+0%	+$237	1.67%	15
2015 Q4	$3.23M	Sell	27,434 -2	-0%	-$234	1.49%	24
2015 Q3	$3.18M	Buy	+27,436	New	+$3.28M	1.6%	23

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

New Century Investment Management's UNH Position: Q4 2016 in Review

New Century Investment Management reduced its UnitedHealth (UNH) stake by 28% in Q4 2016, selling an estimated $576K and leaving 9,857 shares worth $1.58M. The position accounts for 2.24% of the portfolio, ranked #9.

New Century Investment Management first reported a position in UNH in Q3 2015 and has held it in 6 quarters since. The position peaked at $3.54M in Q1 2016. 1,413 funds tracked by Wall St. Rank hold UNH as of Q4 2016.

New Century Investment Management held 9,857 shares of UnitedHealth worth $1.58M as of Q4 2016.
New Century Investment Management sold 3,855 UnitedHealth shares in Q4 2016, an estimated $576K.
UnitedHealth made up 2.24% of New Century Investment Management's portfolio in Q4 2016, its #9 holding.
New Century Investment Management first reported a position in UnitedHealth in Q3 2015 and has held it in 6 quarters since.
New Century Investment Management's UnitedHealth position peaked at $3.54M in Q1 2016.
1,413 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2016.

Based on New Century Investment Management's 13F filing for Q4 2016, filed 25 Jan 2017.