Placemark Investments’s UnitedHealth UNH Stock Holding History

Placemark 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
2014 Q4	$14.2M	Buy	140,750 +14,632	+12%	+$1.39M	0.25%	90
2014 Q3	$10.9M	Sell	126,118 -16,212	-11%	-$1.37M	0.2%	119
2014 Q2	$11.6M	Buy	142,330 +7,921	+6%	+$623K	0.21%	103
2014 Q1	$11M	Buy	134,409 +54	+0%	+$4.06K	0.21%	101
2013 Q4	$10.1M	Buy	134,355 +17,729	+15%	+$1.27M	0.17%	145
2013 Q3	$8.35M	Buy	116,626 +32,752	+39%	+$2.34M	0.16%	156
2013 Q2	$5.49M	Buy	+83,874	New	+$5.22M	0.12%	214

Other funds holding UNH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

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

Placemark Investments's UNH Position: Q4 2014 in Review

Placemark Investments increased its UnitedHealth (UNH) stake by 12% in Q4 2014, buying an estimated $1.39M and bringing the position to 140,750 shares worth $14.2M. The position accounts for 0.25% of the portfolio, ranked #90.

Placemark Investments first reported a position in UNH in Q2 2013 and has held it in 7 quarters since. 1,109 funds tracked by Wall St. Rank hold UNH as of Q4 2014.

Placemark Investments held 140,750 shares of UnitedHealth worth $14.2M as of Q4 2014.
Placemark Investments bought 14,632 UnitedHealth shares in Q4 2014, an estimated $1.39M.
UnitedHealth made up 0.25% of Placemark Investments's portfolio in Q4 2014, its #90 holding.
Placemark Investments first reported a position in UnitedHealth in Q2 2013 and has held it in 7 quarters since.
1,109 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.