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Acuity Investment Management’s UnitedHealth UNH Stock Holding History

Acuity Investment 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
Q1 		$402K Hold
3,400
– – 0.57% 62
2014
Q4 		$344K Hold
3,400
– – 0.28% 86
2014
Q3 		$293K Buy
3,400
+2,800
+467% +$237K 0.23% 85
2014
Q2 		$49K Hold
600
– – 0.03% 147
2014
Q1 		$49K Buy
+600
New +$45.2K 0.03% 134

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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Acuity Investment Management's UNH Position: Q1 2015 in Review

Acuity Investment Management held its UnitedHealth (UNH) position steady in Q1 2015 at 3,400 shares worth $402K. The position accounts for 0.57% of the portfolio, ranked #62.

Acuity Investment Management first reported a position in UNH in Q1 2014 and has held it in 5 quarters since. 1,164 funds tracked by Wall St. Rank hold UNH as of Q1 2015.

  • Acuity Investment Management held 3,400 shares of UnitedHealth worth $402K as of Q1 2015.
  • Acuity Investment Management left its UnitedHealth share count unchanged in Q1 2015.
  • UnitedHealth made up 0.57% of Acuity Investment Management's portfolio in Q1 2015, its #62 holding.
  • Acuity Investment Management first reported a position in UnitedHealth in Q1 2014 and has held it in 5 quarters since.
  • 1,164 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2015.

Based on Acuity Investment Management's 13F filing for Q1 2015, filed 11 May 2015.