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Stanford Investment Group’s UnitedHealth UNH Stock Holding History

Stanford Investment Group’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 		– Sell
-307
Closed -$49K – 268
2016
Q4 		$49K Sell
307
-64
-17% -$9.56K 0.02% 144
2016
Q3 		$52K Buy
+371
New +$52K 0.02% 147

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

Stanford Investment Group's UNH Position: Q1 2017 in Review

Stanford Investment Group sold out of UnitedHealth (UNH) in Q1 2017, closing a stake of 307 shares — an estimated $49K sold.

Stanford Investment Group first reported a position in UNH in Q3 2016 and held it in 2 quarters. The position peaked at $52K in Q3 2016. 1,452 funds tracked by Wall St. Rank hold UNH as of Q1 2017.

  • Stanford Investment Group reported no remaining UnitedHealth position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 307 UnitedHealth shares in Q1 2017, an estimated $49K.
  • Stanford Investment Group first reported a position in UnitedHealth in Q3 2016 and held it in 2 quarters.
  • Stanford Investment Group's UnitedHealth position peaked at $52K in Q3 2016.
  • 1,452 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.