Columbia Capital’s UnitedHealth UNH Stock Holding History

Columbia Capital’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 Q4	$612K	Sell	6,048 -15,163	-71%	-$1.44M	0.67%	65
2014 Q3	$1.83M	Sell	21,211 -7,348	-26%	-$621K	2.45%	24
2014 Q2	$2.33M	Buy	28,559 +132	+0.5%	+$10.4K	1.84%	19
2014 Q1	$2.32M	Buy	28,427 +98	+0.3%	+$7.38K	1.66%	21
2013 Q4	$2.13M	Buy	28,329 +109	+0.4%	+$7.83K	1.88%	19
2013 Q3	$2.03M	Buy	28,220 +4,660	+20%	+$334K	1.82%	19
2013 Q2	$1.54M	Buy	+23,560	New	+$1.47M	1.59%	27

Other funds holding UNH

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Columbia Capital's UNH Position: Q4 2014 in Review

Columbia Capital reduced its UnitedHealth (UNH) stake by 71% in Q4 2014, selling an estimated $1.44M and leaving 6,048 shares worth $612K. The position accounts for 0.67% of the portfolio, ranked #65.

Columbia Capital first reported a position in UNH in Q2 2013 and has held it in 7 quarters since. The position peaked at $2.33M in Q2 2014. 1,110 funds tracked by Wall St. Rank hold UNH as of Q4 2014.

Columbia Capital held 6,048 shares of UnitedHealth worth $612K as of Q4 2014.
Columbia Capital sold 15,163 UnitedHealth shares in Q4 2014, an estimated $1.44M.
UnitedHealth made up 0.67% of Columbia Capital's portfolio in Q4 2014, its #65 holding.
Columbia Capital first reported a position in UnitedHealth in Q2 2013 and has held it in 7 quarters since.
Columbia Capital's UnitedHealth position peaked at $2.33M in Q2 2014.
1,110 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2014.

Based on Columbia Capital's 13F filing for Q4 2014, filed 11 Feb 2015.