WIL
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Winifred I. Li’s UnitedHealth UNH Stock Holding History

Winifred I. Li’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
2014
Q4 		$1.37M Buy
13,567
+17
+0.1% +$1.61K 1.3% 12
2014
Q3 		$1.17M Sell
13,550
-380
-3% -$32.1K 1.12% 15
2014
Q2 		$1.14M Hold
13,930
– – 0.97% 21
2014
Q1 		$1.14M Buy
13,930
+6,265
+82% +$472K 0.99% 17
2013
Q4 		$577K Buy
+7,665
New +$551K 0.5% 72

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Winifred I. Li's UNH Position: Q4 2014 in Review

Winifred I. Li increased its UnitedHealth (UNH) stake by 0.13% in Q4 2014, buying an estimated $1.61K and bringing the position to 13,567 shares worth $1.37M. The position accounts for 1.3% of the portfolio, ranked #12.

Winifred I. Li first reported a position in UNH in Q4 2013 and has held it in 5 quarters since. 1,109 funds tracked by Wall St. Rank hold UNH as of Q4 2014.

  • Winifred I. Li held 13,567 shares of UnitedHealth worth $1.37M as of Q4 2014.
  • Winifred I. Li bought 17 UnitedHealth shares in Q4 2014, an estimated $1.61K.
  • UnitedHealth made up 1.3% of Winifred I. Li's portfolio in Q4 2014, its #12 holding.
  • Winifred I. Li first reported a position in UnitedHealth in Q4 2013 and has held it in 5 quarters since.
  • 1,109 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.