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Atlanta Capital Management’s UnitedHealth UNH Stock Holding History

Atlanta 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
2014
Q3 		– Sell
-451,807
Closed -$36.9M – 204
2014
Q2 		$36.9M Sell
451,807
-73,491
-14% -$5.78M 0.25% 101
2014
Q1 		$43.1M Sell
525,298
-204,212
-28% -$15.4M 0.3% 99
2013
Q4 		$54.9M Buy
729,510
+169,631
+30% +$12.2M 0.36% 97
2013
Q3 		$40.1M Sell
559,879
-31,595
-5% -$2.26M 0.28% 103
2013
Q2 		$38.7M Buy
+591,474
New +$36.8M 0.29% 102

Other funds holding UNH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Atlanta Capital Management's UNH Position: Q3 2014 in Review

Atlanta Capital Management sold out of UnitedHealth (UNH) in Q3 2014, closing a stake of 451,807 shares — an estimated $36.9M sold.

Atlanta Capital Management first reported a position in UNH in Q2 2013 and held it in 5 quarters. The position peaked at $54.9M in Q4 2013. 974 funds tracked by Wall St. Rank hold UNH as of Q3 2014.

  • Atlanta Capital Management reported no remaining UnitedHealth position as of Q3 2014 after selling out during the quarter.
  • Atlanta Capital Management sold 451,807 UnitedHealth shares in Q3 2014, an estimated $36.9M.
  • Atlanta Capital Management first reported a position in UnitedHealth in Q2 2013 and held it in 5 quarters.
  • Atlanta Capital Management's UnitedHealth position peaked at $54.9M in Q4 2013.
  • 974 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2014.

Based on Atlanta Capital Management's 13F filing for Q3 2014, filed 13 Nov 2014.