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Windsor Financial Group’s UnitedHealth UNH Stock Holding History

Windsor Financial 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
2015
Q4 		– Sell
-1,799
Closed -$209K – 80
2015
Q3 		$209K Hold
1,799
– – 0.1% 75
2015
Q2 		$219K Hold
1,799
– – 0.09% 81
2015
Q1 		$213K Sell
1,799
-386
-18% -$42.9K 0.1% 83
2014
Q4 		$221K Buy
+2,185
New +$207K 0.11% 76

Other funds holding UNH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $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 $1.56T AUM 27.86% 1-Year Est. Return

Windsor Financial Group's UNH Position: Q4 2015 in Review

Windsor Financial Group sold out of UnitedHealth (UNH) in Q4 2015, closing a stake of 1,799 shares — an estimated $209K sold.

Windsor Financial Group first reported a position in UNH in Q4 2014 and held it in 4 quarters. The position peaked at $221K in Q4 2014. 1,218 funds tracked by Wall St. Rank hold UNH as of Q4 2015.

  • Windsor Financial Group reported no remaining UnitedHealth position as of Q4 2015 after selling out during the quarter.
  • Windsor Financial Group sold 1,799 UnitedHealth shares in Q4 2015, an estimated $209K.
  • Windsor Financial Group first reported a position in UnitedHealth in Q4 2014 and held it in 4 quarters.
  • Windsor Financial Group's UnitedHealth position peaked at $221K in Q4 2014.
  • 1,218 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2015.

Based on Windsor Financial Group's 13F filing for Q4 2015, filed 26 Jan 2016.