VFS
UNH icon

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
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 $1.47T AUM 27.86% 1-Year Est. Return