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New York Life Trust’s UnitedHealth UNH Stock Holding History

New York Life Trust’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
2017
Q1 		$16K Sell
99
-1,529
-94% -$250K 0.78% 22
2016
Q4 		$261K Sell
1,628
-27
-2% -$4.03K 1.24% 18
2016
Q3 		$232K Buy
1,655
+865
+109% +$121K 1.15% 21
2016
Q2 		$112K Sell
790
-528
-40% -$70.4K 0.54% 46
2016
Q1 		$170K Buy
1,318
+618
+88% +$73.1K 0.73% 33
2015
Q4 		$82K Sell
700
-1,058
-60% -$124K 0.35% 107
2015
Q3 		$204K Buy
1,758
+254
+17% +$30.4K 0.91% 29
2015
Q2 		$183K Sell
1,504
-74
-5% -$8.75K 0.76% 35
2015
Q1 		$187K Buy
1,578
+797
+102% +$88.5K 0.74% 35
2014
Q4 		$79K Buy
781
+710
+1,000% +$67.3K 0.31% 120
2014
Q3 		$6K Sell
71
-23
-24% -$1.94K 0.02% 187
2014
Q2 		$8K Sell
94
-1,817
-95% -$143K 0.03% 180
2014
Q1 		$157K Sell
1,911
-724
-27% -$54.5K 0.69% 41
2013
Q4 		$198K Buy
2,635
+2,492
+1,743% +$179K 0.9% 27
2013
Q3 		$10K Sell
143
-498
-78% -$35.6K 0.05% 173
2013
Q2 		$42K Buy
+641
New +$39.9K 0.19% 150

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

New York Life Trust's UNH Position: Q1 2017 in Review

New York Life Trust reduced its UnitedHealth (UNH) stake by 94% in Q1 2017, selling an estimated $250K and leaving 99 shares worth $16K. The position accounts for 0.78% of the portfolio, ranked #22.

New York Life Trust first reported a position in UNH in Q2 2013 and has held it in 16 quarters since. The position peaked at $261K in Q4 2016. 1,452 funds tracked by Wall St. Rank hold UNH as of Q1 2017.

  • New York Life Trust held 99 shares of UnitedHealth worth $16K as of Q1 2017.
  • New York Life Trust sold 1,529 UnitedHealth shares in Q1 2017, an estimated $250K.
  • UnitedHealth made up 0.78% of New York Life Trust's portfolio in Q1 2017, its #22 holding.
  • New York Life Trust first reported a position in UnitedHealth in Q2 2013 and has held it in 16 quarters since.
  • New York Life Trust's UnitedHealth position peaked at $261K in Q4 2016.
  • 1,452 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.