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Rezny Wealth Management’s UnitedHealth UNH Stock Holding History

Rezny Wealth 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
-21
Closed -$2K – 42
2015
Q4 		$2K Sell
21
-32
-60% -$3.74K ﹤0.01% 42
2015
Q3 		$6K Buy
53
+21
+66% +$2.51K 0.01% 46
2015
Q2 		$3K Buy
+32
New +$3.79K ﹤0.01% 77

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

Rezny Wealth Management's UNH Position: Q1 2016 in Review

Rezny Wealth Management sold out of UnitedHealth (UNH) in Q1 2016, closing a stake of 21 shares — an estimated $2K sold.

Rezny Wealth Management first reported a position in UNH in Q2 2015 and held it in 3 quarters. The position peaked at $6K in Q3 2015. 1,219 funds tracked by Wall St. Rank hold UNH as of Q1 2016.

  • Rezny Wealth Management reported no remaining UnitedHealth position as of Q1 2016 after selling out during the quarter.
  • Rezny Wealth Management sold 21 UnitedHealth shares in Q1 2016, an estimated $2K.
  • Rezny Wealth Management first reported a position in UnitedHealth in Q2 2015 and held it in 3 quarters.
  • Rezny Wealth Management's UnitedHealth position peaked at $6K in Q3 2015.
  • 1,219 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2016.

Based on Rezny Wealth Management's 13F filing for Q1 2016, filed 10 May 2016.