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Loeb Offshore Management’s UnitedHealth UNH Stock Holding History

Loeb Offshore 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
Q1 		– Sell
-8,272
Closed -$623K – 214
2013
Q4 		$623K Sell
8,272
-9,534
-54% -$685K 0.17% 109
2013
Q3 		$1.27M Buy
17,806
+12,906
+263% +$924K 0.39% 91
2013
Q2 		$321K Buy
+4,900
New +$305K 0.16% 100

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
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 $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Loeb Offshore Management's UNH Position: Q1 2014 in Review

Loeb Offshore Management sold out of UnitedHealth (UNH) in Q1 2014, closing a stake of 8,272 shares — an estimated $623K sold.

Loeb Offshore Management first reported a position in UNH in Q2 2013 and held it in 3 quarters. The position peaked at $1.27M in Q3 2013. 955 funds tracked by Wall St. Rank hold UNH as of Q1 2014.

  • Loeb Offshore Management reported no remaining UnitedHealth position as of Q1 2014 after selling out during the quarter.
  • Loeb Offshore Management sold 8,272 UnitedHealth shares in Q1 2014, an estimated $623K.
  • Loeb Offshore Management first reported a position in UnitedHealth in Q2 2013 and held it in 3 quarters.
  • Loeb Offshore Management's UnitedHealth position peaked at $1.27M in Q3 2013.
  • 955 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2014.

Based on Loeb Offshore Management's 13F filing for Q1 2014, filed 15 May 2014.