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Genesee Valley Trust’s UnitedHealth UNH Stock Holding History

Genesee Valley Trust’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
Q1 		– Sell
-2,810
Closed -$212K – 336
2013
Q4 		$212K Sell
2,810
-155
-5% -$11.1K 0.14% 261
2013
Q3 		$212K Buy
+2,965
New +$212K 0.16% 249

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Genesee Valley Trust's UNH Position: Q1 2014 in Review

Genesee Valley Trust sold out of UnitedHealth (UNH) in Q1 2014, closing a stake of 2,810 shares — an estimated $212K sold.

Genesee Valley Trust first reported a position in UNH in Q3 2013 and held it in 2 quarters. The position peaked at $212K in Q4 2013. 955 funds tracked by Wall St. Rank hold UNH as of Q1 2014.

  • Genesee Valley Trust reported no remaining UnitedHealth position as of Q1 2014 after selling out during the quarter.
  • Genesee Valley Trust sold 2,810 UnitedHealth shares in Q1 2014, an estimated $212K.
  • Genesee Valley Trust first reported a position in UnitedHealth in Q3 2013 and held it in 2 quarters.
  • Genesee Valley Trust's UnitedHealth position peaked at $212K in Q4 2013.
  • 955 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2014.

Based on Genesee Valley Trust's 13F filing for Q1 2014, filed 7 May 2014.