Prentiss Smith & Co’s UnitedHealth UNH Stock Holding History

Prentiss Smith & Co’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	–	Sell	-415	Closed	-$36K	–	337
2014 Q3	$36K	Hold	415	–	–	0.02%	122
2014 Q2	$34K	Hold	415	–	–	0.02%	133
2014 Q1	$34K	Hold	415	–	–	0.02%	135
2013 Q4	$31K	Hold	415	–	–	0.02%	140
2013 Q3	$30K	Hold	415	–	–	0.02%	143
2013 Q2	$27K	Buy	+415	New	+$25.8K	0.01%	154

Other funds holding UNH

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIT

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

Prentiss Smith & Co's UNH Position: Q4 2014 in Review

Prentiss Smith & Co sold out of UnitedHealth (UNH) in Q4 2014, closing a stake of 415 shares — an estimated $36K sold.

Prentiss Smith & Co first reported a position in UNH in Q2 2013 and held it in 6 quarters. The position peaked at $36K in Q3 2014. 1,110 funds tracked by Wall St. Rank hold UNH as of Q4 2014.

Prentiss Smith & Co reported no remaining UnitedHealth position as of Q4 2014 after selling out during the quarter.
Prentiss Smith & Co sold 415 UnitedHealth shares in Q4 2014, an estimated $36K.
Prentiss Smith & Co first reported a position in UnitedHealth in Q2 2013 and held it in 6 quarters.
Prentiss Smith & Co's UnitedHealth position peaked at $36K in Q3 2014.
1,110 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2014.

Based on Prentiss Smith & Co's 13F filing for Q4 2014, filed 4 Feb 2015.