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Mercer Investments’s UnitedHealth UNH Stock Holding History

Mercer Investments’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
-2,486
Closed -$178K – 43
2013
Q3 		$178K Sell
2,486
-1,152
-32% -$82.4K 0.4% 22
2013
Q2 		$238K Buy
+3,638
New +$226K 0.47% 32

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Mercer Investments's UNH Position: Q4 2013 in Review

Mercer Investments sold out of UnitedHealth (UNH) in Q4 2013, closing a stake of 2,486 shares — an estimated $178K sold.

Mercer Investments first reported a position in UNH in Q2 2013 and held it in 2 quarters. The position peaked at $238K in Q2 2013. 947 funds tracked by Wall St. Rank hold UNH as of Q4 2013.

  • Mercer Investments reported no remaining UnitedHealth position as of Q4 2013 after selling out during the quarter.
  • Mercer Investments sold 2,486 UnitedHealth shares in Q4 2013, an estimated $178K.
  • Mercer Investments first reported a position in UnitedHealth in Q2 2013 and held it in 2 quarters.
  • Mercer Investments's UnitedHealth position peaked at $238K in Q2 2013.
  • 947 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2013.

Based on Mercer Investments's 13F filing for Q4 2013, filed 13 Feb 2014.