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Reynolds Capital Management’s UnitedHealth UNH Stock Holding History

Reynolds Capital 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
Q1 		– Sell
-2,900
Closed -$341K – 161
2015
Q4 		$341K Sell
2,900
-1,700
-37% -$199K 0.37% 84
2015
Q3 		$534K Sell
4,600
-700
-13% -$83.8K 0.67% 44
2015
Q2 		$647K Buy
5,300
+800
+18% +$94.6K 0.63% 36
2015
Q1 		$532K Buy
4,500
+1,100
+32% +$122K 0.46% 58
2014
Q4 		$344K Buy
+3,400
New +$322K 0.29% 133

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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 $1.56T AUM 27.86% 1-Year Est. Return

Reynolds Capital Management's UNH Position: Q1 2016 in Review

Reynolds Capital Management sold out of UnitedHealth (UNH) in Q1 2016, closing a stake of 2,900 shares — an estimated $341K sold.

Reynolds Capital Management first reported a position in UNH in Q4 2014 and held it in 5 quarters. The position peaked at $647K in Q2 2015. 1,220 funds tracked by Wall St. Rank hold UNH as of Q1 2016.

  • Reynolds Capital Management reported no remaining UnitedHealth position as of Q1 2016 after selling out during the quarter.
  • Reynolds Capital Management sold 2,900 UnitedHealth shares in Q1 2016, an estimated $341K.
  • Reynolds Capital Management first reported a position in UnitedHealth in Q4 2014 and held it in 5 quarters.
  • Reynolds Capital Management's UnitedHealth position peaked at $647K in Q2 2015.
  • 1,220 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2016.

Based on Reynolds Capital Management's 13F filing for Q1 2016, filed 13 May 2016.