VSR Financial Services’s UnitedHealth UNH Stock Holding History

VSR Financial Services’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 Q2	$451K	Sell	3,196 -1,125	-26%	-$150K	0.07%	281
2016 Q1	$557K	Sell	4,321 -467	-10%	-$55.2K	0.06%	310
2015 Q4	$563K	Buy	4,788 +309	+7%	+$36.1K	0.06%	297
2015 Q3	$520K	Sell	4,479 -629	-12%	-$75.3K	0.06%	302
2015 Q2	$623K	Buy	5,108 +892	+21%	+$106K	0.07%	302
2015 Q1	$499K	Buy	4,216 +2,121	+101%	+$236K	0.05%	345
2014 Q4	$212K	Sell	2,095 -515	-20%	-$48.8K	0.02%	510
2014 Q3	$225K	Buy	2,610 +125	+5%	+$10.6K	0.03%	516
2014 Q2	$203K	Sell	2,485 -5,392	-68%	-$424K	0.03%	534
2014 Q1	$646K	Buy	7,877 +99	+1%	+$7.45K	0.09%	280
2013 Q4	$586K	Sell	7,778 -861	-10%	-$61.9K	0.09%	278
2013 Q3	$619K	Buy	8,639 +638	+8%	+$45.7K	0.11%	221
2013 Q2	$524K	Buy	+8,001	New	+$498K	0.1%	232

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VSR Financial Services's UNH Position: Q2 2016 in Review

VSR Financial Services reduced its UnitedHealth (UNH) stake by 26% in Q2 2016, selling an estimated $150K and leaving 3,196 shares worth $451K. The position accounts for 0.07% of the portfolio, ranked #281.

VSR Financial Services first reported a position in UNH in Q2 2013 and has held it in 13 quarters since. The position peaked at $646K in Q1 2014. 1,266 funds tracked by Wall St. Rank hold UNH as of Q2 2016.

VSR Financial Services held 3,196 shares of UnitedHealth worth $451K as of Q2 2016.
VSR Financial Services sold 1,125 UnitedHealth shares in Q2 2016, an estimated $150K.
UnitedHealth made up 0.07% of VSR Financial Services's portfolio in Q2 2016, its #281 holding.
VSR Financial Services first reported a position in UnitedHealth in Q2 2013 and has held it in 13 quarters since.
VSR Financial Services's UnitedHealth position peaked at $646K in Q1 2014.
1,266 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2016.

Based on VSR Financial Services's 13F filing for Q2 2016, filed 11 Aug 2016.