HC
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Hourglass Capital’s UnitedHealth UNH Stock Holding History

Hourglass Capital’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
Q3 		– Sell
-69,200
Closed -$4.53M – 119
2013
Q2 		$4.53M Buy
+69,200
New +$4.31M 0.83% 49

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 $3.38T AUM 44.17% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Hourglass Capital's UNH Position: Q3 2013 in Review

Hourglass Capital sold out of UnitedHealth (UNH) in Q3 2013, closing a stake of 69,200 shares — an estimated $4.53M sold.

Hourglass Capital first reported a position in UNH in Q2 2013 and held it in 1 quarter. The position peaked at $4.53M in Q2 2013. 878 funds tracked by Wall St. Rank hold UNH as of Q3 2013.

  • Hourglass Capital reported no remaining UnitedHealth position as of Q3 2013 after selling out during the quarter.
  • Hourglass Capital sold 69,200 UnitedHealth shares in Q3 2013, an estimated $4.53M.
  • Hourglass Capital first reported a position in UnitedHealth in Q2 2013 and held it in 1 quarter.
  • Hourglass Capital's UnitedHealth position peaked at $4.53M in Q2 2013.
  • 878 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2013.

Based on Hourglass Capital's 13F filing for Q3 2013, filed 12 Nov 2013.