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Banyan Partners’s UnitedHealth UNH Stock Holding History

Banyan Partners’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 		$1.57M Sell
18,231
-895
-5% -$75.6K 0.13% 177
2014
Q2 		$1.56M Sell
19,126
-1,378
-7% -$108K 0.13% 179
2014
Q1 		$1.68M Sell
20,504
-2,705
-12% -$204K 0.15% 167
2013
Q4 		$1.75M Buy
23,209
+10,087
+77% +$725K 0.12% 178
2013
Q3 		$940K Buy
+13,122
New +$939K 0.08% 185

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 $3.38T AUM 44.17% 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

Banyan Partners's UNH Position: Q3 2014 in Review

Banyan Partners reduced its UnitedHealth (UNH) stake by 4.7% in Q3 2014, selling an estimated $75.6K and leaving 18,231 shares worth $1.57M. The position accounts for 0.13% of the portfolio, ranked #177.

Banyan Partners first reported a position in UNH in Q3 2013 and has held it in 5 quarters since. The position peaked at $1.75M in Q4 2013. 974 funds tracked by Wall St. Rank hold UNH as of Q3 2014.

  • Banyan Partners held 18,231 shares of UnitedHealth worth $1.57M as of Q3 2014.
  • Banyan Partners sold 895 UnitedHealth shares in Q3 2014, an estimated $75.6K.
  • UnitedHealth made up 0.13% of Banyan Partners's portfolio in Q3 2014, its #177 holding.
  • Banyan Partners first reported a position in UnitedHealth in Q3 2013 and has held it in 5 quarters since.
  • Banyan Partners's UnitedHealth position peaked at $1.75M in Q4 2013.
  • 974 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.