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Glenhill Advisors’s UnitedHealth UNH Stock Holding History

Glenhill Advisors’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
Q2 		– Sell
-2,835
Closed -$233K – 122
2014
Q1 		$233K Buy
2,835
+1,162
+69% +$87.5K 0.02% 112
2013
Q4 		$126K Sell
1,673
-35,258
-95% -$2.53M 0.01% 111
2013
Q3 		$2.65M Buy
+36,931
New +$2.64M 0.26% 92

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 $3.38T AUM 44.17% 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
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
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

Glenhill Advisors's UNH Position: Q2 2014 in Review

Glenhill Advisors sold out of UnitedHealth (UNH) in Q2 2014, closing a stake of 2,835 shares — an estimated $233K sold.

Glenhill Advisors first reported a position in UNH in Q3 2013 and held it in 3 quarters. The position peaked at $2.65M in Q3 2013. 963 funds tracked by Wall St. Rank hold UNH as of Q2 2014.

  • Glenhill Advisors reported no remaining UnitedHealth position as of Q2 2014 after selling out during the quarter.
  • Glenhill Advisors sold 2,835 UnitedHealth shares in Q2 2014, an estimated $233K.
  • Glenhill Advisors first reported a position in UnitedHealth in Q3 2013 and held it in 3 quarters.
  • Glenhill Advisors's UnitedHealth position peaked at $2.65M in Q3 2013.
  • 963 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2014.

Based on Glenhill Advisors's 13F filing for Q2 2014, filed 14 Aug 2014.