CI
UNH icon

Cowen Inc’s UnitedHealth UNH Stock Holding History

Cowen Inc’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
2018
Q2 		– Sell
-1,500
Closed -$321K – 535
2018
Q1 		$321K Sell
1,500
-600
-29% -$137K ﹤0.01% 154
2017
Q4 		$463K Buy
+2,100
New +$445K ﹤0.01% 203
2014
Q1 		– Sell
-3,800
Closed -$286K – 238
2013
Q4 		$286K Buy
+3,800
New +$273K 0.05% 188

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Cowen Inc's UNH Position: Q1 2014 in Review

Cowen Inc sold out of UnitedHealth (UNH) in Q1 2014, closing a stake of 3,800 shares — an estimated $286K sold.

Cowen Inc first reported a position in UNH in Q3 2013 and held it in 2 quarters. The position peaked at $286K in Q4 2013. 955 funds tracked by Wall St. Rank hold UNH as of Q1 2014.

  • Cowen Inc reported no remaining UnitedHealth position as of Q1 2014 after selling out during the quarter.
  • Cowen Inc sold 3,800 UnitedHealth shares in Q1 2014, an estimated $286K.
  • Cowen Inc first reported a position in UnitedHealth in Q3 2013 and held it in 2 quarters.
  • Cowen Inc's UnitedHealth position peaked at $286K in Q4 2013.
  • 955 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2014.

Based on Cowen Inc's 13F filing for Q1 2014, filed 16 May 2014.