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Ambs Investment Counsel’s UnitedHealth UNH Stock Holding History

Ambs Investment Counsel’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
2013
Q3 		$3.97M Sell
55,495
-33,575
-38% -$2.4M 2.38% 17
2013
Q2 		$5.83M Buy
+89,070
New +$5.54M 2.66% 14

Other funds holding UNH

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Ambs Investment Counsel's UNH Position: Q3 2013 in Review

Ambs Investment Counsel reduced its UnitedHealth (UNH) stake by 38% in Q3 2013, selling an estimated $2.4M and leaving 55,495 shares worth $3.97M. The position accounts for 2.38% of the portfolio, ranked #17.

Ambs Investment Counsel first reported a position in UNH in Q2 2013 and has held it in 2 quarters since. The position peaked at $5.83M in Q2 2013. 878 funds tracked by Wall St. Rank hold UNH as of Q3 2013.

  • Ambs Investment Counsel held 55,495 shares of UnitedHealth worth $3.97M as of Q3 2013.
  • Ambs Investment Counsel sold 33,575 UnitedHealth shares in Q3 2013, an estimated $2.4M.
  • UnitedHealth made up 2.38% of Ambs Investment Counsel's portfolio in Q3 2013, its #17 holding.
  • Ambs Investment Counsel first reported a position in UnitedHealth in Q2 2013 and has held it in 2 quarters since.
  • Ambs Investment Counsel's UnitedHealth position peaked at $5.83M in Q2 2013.
  • 878 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2013.

Based on Ambs Investment Counsel's 13F filing for Q3 2013, filed 4 Nov 2013.