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Institutional Capital’s UnitedHealth UNH Stock Holding History

Institutional 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
2015
Q1 		– Sell
-4,900,289
Closed -$495M – 51
2014
Q4 		$495M Sell
4,900,289
-476,065
-9% -$45.1M 2.98% 13
2014
Q3 		$464M Sell
5,376,354
-1,102,734
-17% -$93.2M 2.71% 16
2014
Q2 		$530M Buy
6,479,088
+3,156,791
+95% +$248M 2.51% 23
2014
Q1 		$272M Buy
3,322,297
+391,570
+13% +$29.5M 1.28% 32
2013
Q4 		$221M Buy
2,930,727
+96,222
+3% +$6.91M 1.07% 33
2013
Q3 		$203M Sell
2,834,505
-108,556
-4% -$7.77M 1.04% 35
2013
Q2 		$193M Buy
+2,943,061
New +$183M 0.99% 34

Other funds holding UNH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Institutional Capital's UNH Position: Q1 2015 in Review

Institutional Capital sold out of UnitedHealth (UNH) in Q1 2015, closing a stake of 4,900,289 shares — an estimated $495M sold.

Institutional Capital first reported a position in UNH in Q2 2013 and held it in 7 quarters. The position peaked at $530M in Q2 2014. 1,164 funds tracked by Wall St. Rank hold UNH as of Q1 2015.

  • Institutional Capital reported no remaining UnitedHealth position as of Q1 2015 after selling out during the quarter.
  • Institutional Capital sold 4,900,289 UnitedHealth shares in Q1 2015, an estimated $495M.
  • Institutional Capital first reported a position in UnitedHealth in Q2 2013 and held it in 7 quarters.
  • Institutional Capital's UnitedHealth position peaked at $530M in Q2 2014.
  • 1,164 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2015.

Based on Institutional Capital's 13F filing for Q1 2015, filed 13 May 2015.