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BBT Capital Management’s UnitedHealth UNH Stock Holding History

BBT 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
-56,371
Closed -$4.61M – 272
2014
Q2 		$4.61M Buy
+56,371
New +$4.44M 0.29% 97
2014
Q1 		– Sell
-74,814
Closed -$5.63M – 336
2013
Q4 		$5.63M Buy
74,814
+25,835
+53% +$1.86M 0.26% 91
2013
Q3 		$3.51M Sell
48,979
-8,878
-15% -$635K 0.18% 130
2013
Q2 		$3.79M Buy
+57,857
New +$3.6M 0.2% 127

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

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

BBT Capital Management sold out of UnitedHealth (UNH) in Q3 2014, closing a stake of 56,371 shares — an estimated $4.61M sold.

BBT Capital Management first reported a position in UNH in Q2 2013 and held it in 4 quarters. The position peaked at $5.63M in Q4 2013. 974 funds tracked by Wall St. Rank hold UNH as of Q3 2014.

  • BBT Capital Management reported no remaining UnitedHealth position as of Q3 2014 after selling out during the quarter.
  • BBT Capital Management sold 56,371 UnitedHealth shares in Q3 2014, an estimated $4.61M.
  • BBT Capital Management first reported a position in UnitedHealth in Q2 2013 and held it in 4 quarters.
  • BBT Capital Management's UnitedHealth position peaked at $5.63M in Q4 2013.
  • 974 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2014.

Based on BBT Capital Management's 13F filing for Q3 2014, filed 12 Nov 2014.