Community Financial System’s UnitedHealth UNH Stock Holding History

Community Financial System’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	$971K	Sell	11,265 -500	-4%	-$42.3K	0.21%	84
2014 Q2	$962K	Sell	11,765 -475	-4%	-$37.4K	0.21%	85
2014 Q1	$1M	Buy	12,240 +675	+6%	+$50.8K	0.22%	80
2013 Q4	$871K	Buy	11,565 +65	+0.6%	+$4.67K	0.19%	89
2013 Q3	$824K	Sell	11,500 -600	-5%	-$42.9K	0.2%	89
2013 Q2	$792K	Buy	+12,100	New	+$753K	0.22%	83

Other funds holding UNH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BIT

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

Community Financial System's UNH Position: Q3 2014 in Review

Community Financial System reduced its UnitedHealth (UNH) stake by 4.2% in Q3 2014, selling an estimated $42.3K and leaving 11,265 shares worth $971K. The position accounts for 0.21% of the portfolio, ranked #84.

Community Financial System first reported a position in UNH in Q2 2013 and has held it in 6 quarters since. The position peaked at $1M in Q1 2014. 972 funds tracked by Wall St. Rank hold UNH as of Q3 2014.

Community Financial System held 11,265 shares of UnitedHealth worth $971K as of Q3 2014.
Community Financial System sold 500 UnitedHealth shares in Q3 2014, an estimated $42.3K.
UnitedHealth made up 0.21% of Community Financial System's portfolio in Q3 2014, its #84 holding.
Community Financial System first reported a position in UnitedHealth in Q2 2013 and has held it in 6 quarters since.
Community Financial System's UnitedHealth position peaked at $1M in Q1 2014.
972 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2014.

Based on Community Financial System's 13F filing for Q3 2014, filed 8 Oct 2014.