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Peachtree Investment Advisors’s UnitedHealth UNH Stock Holding History

Peachtree Investment Advisors’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
-88
Closed -$9K – 347
2014
Q4 		$9K Sell
88
-92
-51% -$8.72K 0.01% 295
2014
Q3 		$16K Buy
+180
New +$15.2K 0.01% 277

Other funds holding UNH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Capital Research Global Investors
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Peachtree Investment Advisors's UNH Position: Q1 2015 in Review

Peachtree Investment Advisors sold out of UnitedHealth (UNH) in Q1 2015, closing a stake of 88 shares — an estimated $9K sold.

Peachtree Investment Advisors first reported a position in UNH in Q3 2014 and held it in 2 quarters. The position peaked at $16K in Q3 2014. 1,163 funds tracked by Wall St. Rank hold UNH as of Q1 2015.

  • Peachtree Investment Advisors reported no remaining UnitedHealth position as of Q1 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 88 UnitedHealth shares in Q1 2015, an estimated $9K.
  • Peachtree Investment Advisors first reported a position in UnitedHealth in Q3 2014 and held it in 2 quarters.
  • Peachtree Investment Advisors's UnitedHealth position peaked at $16K in Q3 2014.
  • 1,163 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2015.

Based on Peachtree Investment Advisors's 13F filing for Q1 2015, filed 14 Apr 2015.