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Parasol Investment Management’s UnitedHealth UNH Stock Holding History

Parasol 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
2015
Q3 		– Sell
-180
Closed -$22K – 229
2015
Q2 		$22K Sell
180
-138
-43% -$16.3K 0.01% 150
2015
Q1 		$38K Sell
318
-100
-24% -$11.1K 0.02% 124
2014
Q4 		$42K Hold
418
– – 0.03% 128
2014
Q3 		$36K Buy
418
+138
+49% +$11.7K 0.03% 129
2014
Q2 		$23K Hold
280
– – 0.02% 155
2014
Q1 		$23K Hold
280
– – 0.02% 134
2013
Q4 		$21K Buy
+280
New +$20.1K 0.01% 143

Other funds holding UNH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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 $1.81T AUM 41.13% 1-Year Est. Return

Parasol Investment Management's UNH Position: Q3 2015 in Review

Parasol Investment Management sold out of UnitedHealth (UNH) in Q3 2015, closing a stake of 180 shares — an estimated $22K sold.

Parasol Investment Management first reported a position in UNH in Q4 2013 and held it in 7 quarters. The position peaked at $42K in Q4 2014. 1,206 funds tracked by Wall St. Rank hold UNH as of Q3 2015.

  • Parasol Investment Management reported no remaining UnitedHealth position as of Q3 2015 after selling out during the quarter.
  • Parasol Investment Management sold 180 UnitedHealth shares in Q3 2015, an estimated $22K.
  • Parasol Investment Management first reported a position in UnitedHealth in Q4 2013 and held it in 7 quarters.
  • Parasol Investment Management's UnitedHealth position peaked at $42K in Q4 2014.
  • 1,206 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2015.

Based on Parasol Investment Management's 13F filing for Q3 2015, filed 22 Oct 2015.