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Palisades Investment Partners’s UnitedHealth UNH Stock Holding History

Palisades Investment Partners’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
-8,140
Closed -$583K – 82
2013
Q3 		$583K Hold
8,140
– – 0.55% 62
2013
Q2 		$533K Buy
+8,140
New +$506K 0.53% 60

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

Palisades Investment Partners's UNH Position: Q4 2013 in Review

Palisades Investment Partners sold out of UnitedHealth (UNH) in Q4 2013, closing a stake of 8,140 shares — an estimated $583K sold.

Palisades Investment Partners first reported a position in UNH in Q2 2013 and held it in 2 quarters. The position peaked at $583K in Q3 2013. 946 funds tracked by Wall St. Rank hold UNH as of Q4 2013.

  • Palisades Investment Partners reported no remaining UnitedHealth position as of Q4 2013 after selling out during the quarter.
  • Palisades Investment Partners sold 8,140 UnitedHealth shares in Q4 2013, an estimated $583K.
  • Palisades Investment Partners first reported a position in UnitedHealth in Q2 2013 and held it in 2 quarters.
  • Palisades Investment Partners's UnitedHealth position peaked at $583K in Q3 2013.
  • 946 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2013.

Based on Palisades Investment Partners's 13F filing for Q4 2013, filed 16 Jan 2014.