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Windsor Capital Management’s UnitedHealth UNH Stock Holding History

Windsor Capital 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
2015
Q4 		– Sell
-55
Closed -$6K – 409
2015
Q3 		$6K Buy
+55
New +$6.58K ﹤0.01% 392
2014
Q1 		– Sell
-1,216
Closed -$92K – 283
2013
Q4 		$92K Buy
1,216
+351
+41% +$25.2K 0.05% 125
2013
Q3 		$62K Buy
865
+711
+462% +$50.9K 0.04% 154
2013
Q2 		$10K Buy
+154
New +$9.58K 0.01% 329

Other funds holding UNH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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 $1.81T AUM 41.13% 1-Year Est. Return

Windsor Capital Management's UNH Position: Q4 2015 in Review

Windsor Capital Management sold out of UnitedHealth (UNH) in Q4 2015, closing a stake of 55 shares — an estimated $6K sold.

Windsor Capital Management first reported a position in UNH in Q2 2013 and held it in 4 quarters. The position peaked at $92K in Q4 2013. 1,221 funds tracked by Wall St. Rank hold UNH as of Q4 2015.

  • Windsor Capital Management reported no remaining UnitedHealth position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 55 UnitedHealth shares in Q4 2015, an estimated $6K.
  • Windsor Capital Management first reported a position in UnitedHealth in Q2 2013 and held it in 4 quarters.
  • Windsor Capital Management's UnitedHealth position peaked at $92K in Q4 2013.
  • 1,221 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.