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Madison Scottsdale’s UnitedHealth UNH Stock Holding History

Madison Scottsdale’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
2013
Q4 		– Sell
-8,600
Closed -$616K – 52
2013
Q3 		$616K Sell
8,600
-800
-9% -$57.3K 0.59% 8
2013
Q2 		$616K Buy
+9,400
New +$585K 0.61% 12

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Madison Scottsdale's UNH Position: Q4 2013 in Review

Madison Scottsdale sold out of UnitedHealth (UNH) in Q4 2013, closing a stake of 8,600 shares — an estimated $616K sold.

Madison Scottsdale first reported a position in UNH in Q2 2013 and held it in 2 quarters. The position peaked at $616K in Q3 2013. 947 funds tracked by Wall St. Rank hold UNH as of Q4 2013.

  • Madison Scottsdale reported no remaining UnitedHealth position as of Q4 2013 after selling out during the quarter.
  • Madison Scottsdale sold 8,600 UnitedHealth shares in Q4 2013, an estimated $616K.
  • Madison Scottsdale first reported a position in UnitedHealth in Q2 2013 and held it in 2 quarters.
  • Madison Scottsdale's UnitedHealth position peaked at $616K in Q3 2013.
  • 947 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2013.

Based on Madison Scottsdale's 13F filing for Q4 2013, filed 12 Feb 2014.