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Haber Trilix Advisors’s UnitedHealth UNH Stock Holding History

Haber Trilix 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
2013
Q2 		$13K Buy
+200
New +$12.4K ﹤0.01% 326

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Haber Trilix Advisors's UNH Position: Q2 2013 in Review

Haber Trilix Advisors opened a new position in UnitedHealth (UNH) in Q2 2013: 200 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #326 among its holdings.

853 funds tracked by Wall St. Rank hold UNH as of Q2 2013.

  • Haber Trilix Advisors held 200 shares of UnitedHealth worth $13K as of Q2 2013.
  • UnitedHealth was a new Haber Trilix Advisors position in Q2 2013.
  • UnitedHealth made up ﹤0.01% of Haber Trilix Advisors's portfolio in Q2 2013, its #326 holding.
  • 853 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2013.

Based on Haber Trilix Advisors's 13F filing for Q2 2013, filed 14 Aug 2013.