WA
UNH icon

Whitebox Advisors’s UnitedHealth UNH Stock Holding History

Whitebox Advisors’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
-50,921
Closed -$5.99M – 146
2015
Q4 		$5.99M Sell
50,921
-8,350
-14% -$976K 0.33% 70
2015
Q3 		$6.88M Buy
59,271
+2,247
+4% +$269K 0.32% 72
2015
Q2 		$6.96M Buy
+57,024
New +$6.75M 0.31% 78
2015
Q1 		– Sell
-129,613
Closed -$13.1M – 453
2014
Q4 		$13.1M Sell
129,613
-19,018
-13% -$1.8M 0.53% 38
2014
Q3 		$12.8M Buy
148,631
+3,306
+2% +$279K 0.5% 48
2014
Q2 		$11.9M Buy
145,325
+20,490
+16% +$1.61M 0.47% 55
2014
Q1 		$10.2M Buy
124,835
+52,733
+73% +$3.97M 0.44% 48
2013
Q4 		$5.43M Buy
72,102
+48,214
+202% +$3.46M 0.24% 68
2013
Q3 		$1.71M Sell
23,888
-6,732
-22% -$482K 0.09% 161
2013
Q2 		$2M Buy
+30,620
New +$1.91M 0.11% 105

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