Lupo Securities’s UnitedHealth UNH Stock Holding History

Lupo Securities’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	-12	Closed	-$7.36K	–	681
2014 Q4	$7.36K	Buy	+12	New	+$1.14K	﹤0.01%	361

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

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

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

BIT

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

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

Lupo Securities's UNH Position: Q1 2015 in Review

Lupo Securities sold out of UnitedHealth (UNH) in Q1 2015, closing a stake of 161 shares — an estimated $16.3K sold.

Lupo Securities first reported a position in UNH in Q4 2014 and held it in 1 quarter. The position peaked at $16.3K in Q4 2014. 1,162 funds tracked by Wall St. Rank hold UNH as of Q1 2015.

Lupo Securities reported no remaining UnitedHealth position as of Q1 2015 after selling out during the quarter.
Lupo Securities sold 161 UnitedHealth shares in Q1 2015, an estimated $16.3K.
Lupo Securities first reported a position in UnitedHealth in Q4 2014 and held it in 1 quarter.
Lupo Securities's UnitedHealth position peaked at $16.3K in Q4 2014.
1,162 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2015.

Based on Lupo Securities's 13F filing for Q1 2015, filed 15 May 2015.