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Banced Corp’s UnitedHealth UNH Stock Holding History

Banced Corp’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
Q3 		– Sell
-1,888
Closed -$230K – 150
2015
Q2 		$230K Sell
1,888
-28
-1% -$3.31K 0.31% 134
2015
Q1 		$227K Sell
1,916
-451
-19% -$50.1K 0.32% 132
2014
Q4 		$239K Sell
2,367
-262
-10% -$24.8K 0.26% 161
2014
Q3 		$227K Sell
2,629
-585
-18% -$49.4K 0.26% 160
2014
Q2 		$263K Sell
3,214
-1,890
-37% -$149K 0.32% 142
2014
Q1 		$418K Sell
5,104
-1,751
-26% -$132K 0.43% 95
2013
Q4 		$516K Sell
6,855
-670
-9% -$48.1K 0.52% 77
2013
Q3 		$539K Sell
7,525
-28
-0.4% -$2K 0.54% 68
2013
Q2 		$495K Buy
+7,553
New +$470K 0.51% 79

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

Banced Corp's UNH Position: Q3 2015 in Review

Banced Corp sold out of UnitedHealth (UNH) in Q3 2015, closing a stake of 1,888 shares — an estimated $230K sold.

Banced Corp first reported a position in UNH in Q2 2013 and held it in 9 quarters. The position peaked at $539K in Q3 2013. 1,206 funds tracked by Wall St. Rank hold UNH as of Q3 2015.

  • Banced Corp reported no remaining UnitedHealth position as of Q3 2015 after selling out during the quarter.
  • Banced Corp sold 1,888 UnitedHealth shares in Q3 2015, an estimated $230K.
  • Banced Corp first reported a position in UnitedHealth in Q2 2013 and held it in 9 quarters.
  • Banced Corp's UnitedHealth position peaked at $539K in Q3 2013.
  • 1,206 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2015.

Based on Banced Corp's 13F filing for Q3 2015, filed 16 Oct 2015.