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Penseco Financial Services’s UnitedHealth UNH Stock Holding History

Penseco Financial Services’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
Q3 		$50K Hold
700
– – 0.04% 144
2013
Q2 		$46K Buy
+700
New +$43.6K 0.03% 146

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

Penseco Financial Services's UNH Position: Q3 2013 in Review

Penseco Financial Services held its UnitedHealth (UNH) position steady in Q3 2013 at 700 shares worth $50K. The position accounts for 0.04% of the portfolio, ranked #144.

Penseco Financial Services first reported a position in UNH in Q2 2013 and has held it in 2 quarters since. 878 funds tracked by Wall St. Rank hold UNH as of Q3 2013.

  • Penseco Financial Services held 700 shares of UnitedHealth worth $50K as of Q3 2013.
  • Penseco Financial Services left its UnitedHealth share count unchanged in Q3 2013.
  • UnitedHealth made up 0.04% of Penseco Financial Services's portfolio in Q3 2013, its #144 holding.
  • Penseco Financial Services first reported a position in UnitedHealth in Q2 2013 and has held it in 2 quarters since.
  • 878 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2013.

Based on Penseco Financial Services's 13F filing for Q3 2013, filed 4 Oct 2013.