Index Management Solutions’s UnitedHealth UNH Stock Holding History

Index Management Solutions’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
2015 Q3	$97K	Sell	833 -39	-4%	-$4.67K	0.1%	58
2015 Q2	$106K	Buy	872 +237	+37%	+$28K	0.1%	86
2015 Q1	$75K	Buy	635 +229	+56%	+$25.4K	0.06%	83
2014 Q4	$41K	Sell	406 -4,675	-92%	-$443K	0.01%	434
2014 Q3	$438K	Buy	5,081 +1,281	+34%	+$108K	0.05%	326
2014 Q2	$311K	Buy	3,800 +1,861	+96%	+$146K	0.04%	429
2014 Q1	$159K	Buy	1,939 +405	+26%	+$30.5K	0.03%	312
2013 Q4	$116K	Sell	1,534 -81	-5%	-$5.82K	0.03%	166
2013 Q3	$116K	Buy	+1,615	New	+$116K	0.03%	180

Other funds holding UNH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Index Management Solutions's UNH Position: Q3 2015 in Review

Index Management Solutions reduced its UnitedHealth (UNH) stake by 4.5% in Q3 2015, selling an estimated $4.67K and leaving 833 shares worth $97K. The position accounts for 0.1% of the portfolio, ranked #58.

Index Management Solutions first reported a position in UNH in Q3 2013 and has held it in 9 quarters since. The position peaked at $438K in Q3 2014. 1,204 funds tracked by Wall St. Rank hold UNH as of Q3 2015.

Index Management Solutions held 833 shares of UnitedHealth worth $97K as of Q3 2015.
Index Management Solutions sold 39 UnitedHealth shares in Q3 2015, an estimated $4.67K.
UnitedHealth made up 0.1% of Index Management Solutions's portfolio in Q3 2015, its #58 holding.
Index Management Solutions first reported a position in UnitedHealth in Q3 2013 and has held it in 9 quarters since.
Index Management Solutions's UnitedHealth position peaked at $438K in Q3 2014.
1,204 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.