Itau USA Asset Management’s UnitedHealth UNH Stock Holding History

Itau USA Asset Management’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 Q4	–	Sell	-4,600	Closed	-$397K	–	114
2014 Q3	$397K	Buy	4,600 +2,300	+100%	+$194K	0.09%	55
2014 Q2	$188K	Hold	2,300	–	–	0.05%	88
2014 Q1	$189K	Sell	2,300 -700	-23%	-$52.7K	0.06%	85
2013 Q4	$226K	Hold	3,000	–	–	0.06%	105
2013 Q3	$215K	Buy	3,000 +1,200	+67%	+$85.9K	0.06%	105
2013 Q2	$118K	Buy	+1,800	New	+$112K	0.03%	113

Other funds holding UNH

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Itau USA Asset Management's UNH Position: Q4 2014 in Review

Itau USA Asset Management sold out of UnitedHealth (UNH) in Q4 2014, closing a stake of 4,600 shares — an estimated $397K sold.

Itau USA Asset Management first reported a position in UNH in Q2 2013 and held it in 6 quarters. The position peaked at $397K in Q3 2014. 1,110 funds tracked by Wall St. Rank hold UNH as of Q4 2014.

Itau USA Asset Management reported no remaining UnitedHealth position as of Q4 2014 after selling out during the quarter.
Itau USA Asset Management sold 4,600 UnitedHealth shares in Q4 2014, an estimated $397K.
Itau USA Asset Management first reported a position in UnitedHealth in Q2 2013 and held it in 6 quarters.
Itau USA Asset Management's UnitedHealth position peaked at $397K in Q3 2014.
1,110 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2014.

Based on Itau USA Asset Management's 13F filing for Q4 2014, filed 6 Feb 2015.