PAIA
UNH icon

Park Avenue Institutional Advisers’s UnitedHealth UNH Stock Holding History

Park Avenue Institutional Advisers’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 		– Sell
-5,995
Closed -$846K – 392
2016
Q2 		$846K Sell
5,995
-9
-0.1% -$1.2K 0.73% 31
2016
Q1 		$774K Sell
6,004
-169
-3% -$20K 0.67% 35
2015
Q4 		$726K Sell
6,173
-169
-3% -$19.8K 0.62% 37
2015
Q3 		$736K Sell
6,342
-89
-1% -$10.7K 0.65% 33
2015
Q2 		$785K Buy
+6,431
New +$761K 0.63% 36

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

Park Avenue Institutional Advisers's UNH Position: Q3 2016 in Review

Park Avenue Institutional Advisers sold out of UnitedHealth (UNH) in Q3 2016, closing a stake of 5,995 shares — an estimated $846K sold.

Park Avenue Institutional Advisers first reported a position in UNH in Q2 2015 and held it in 5 quarters. The position peaked at $846K in Q2 2016. 1,275 funds tracked by Wall St. Rank hold UNH as of Q3 2016.

  • Park Avenue Institutional Advisers reported no remaining UnitedHealth position as of Q3 2016 after selling out during the quarter.
  • Park Avenue Institutional Advisers sold 5,995 UnitedHealth shares in Q3 2016, an estimated $846K.
  • Park Avenue Institutional Advisers first reported a position in UnitedHealth in Q2 2015 and held it in 5 quarters.
  • Park Avenue Institutional Advisers's UnitedHealth position peaked at $846K in Q2 2016.
  • 1,275 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2016.

Based on Park Avenue Institutional Advisers's 13F filing for Q3 2016, filed 15 Feb 2017.