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Indices-Pac Research Corporation’s UnitedHealth UNH Stock Holding History

Indices-Pac Research Corporation’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
-3,304
Closed -$249K – 246
2013
Q4 		$249K Sell
3,304
-8,847
-73% -$636K 0.15% 181
2013
Q3 		$870K Buy
12,151
+8,800
+263% +$630K 0.57% 55
2013
Q2 		$219K Buy
+3,351
New +$208K 0.14% 185

Other funds holding UNH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Indices-Pac Research Corporation's UNH Position: Q1 2014 in Review

Indices-Pac Research Corporation sold out of UnitedHealth (UNH) in Q1 2014, closing a stake of 3,304 shares — an estimated $249K sold.

Indices-Pac Research Corporation first reported a position in UNH in Q2 2013 and held it in 3 quarters. The position peaked at $870K in Q3 2013. 955 funds tracked by Wall St. Rank hold UNH as of Q1 2014.

  • Indices-Pac Research Corporation reported no remaining UnitedHealth position as of Q1 2014 after selling out during the quarter.
  • Indices-Pac Research Corporation sold 3,304 UnitedHealth shares in Q1 2014, an estimated $249K.
  • Indices-Pac Research Corporation first reported a position in UnitedHealth in Q2 2013 and held it in 3 quarters.
  • Indices-Pac Research Corporation's UnitedHealth position peaked at $870K in Q3 2013.
  • 955 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2014.

Based on Indices-Pac Research Corporation's 13F filing for Q1 2014, filed 15 May 2014.