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Reliance Trust’s UnitedHealth UNH Stock Holding History

Reliance Trust’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
-3,124
Closed -$316K – 115
2014
Q4 		$316K Buy
3,124
+245
+9% +$23.2K 0.37% 86
2014
Q3 		$248K Hold
2,879
– – 0.29% 104
2014
Q2 		$235K Hold
2,879
– – 0.26% 116
2014
Q1 		$236K Sell
2,879
-20
-0.7% -$1.5K 0.23% 126
2013
Q4 		$218K Hold
2,899
– – 0.21% 143
2013
Q3 		$207K Buy
+2,899
New +$207K 0.2% 148

Other funds holding UNH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $1.81T AUM 41.13% 1-Year Est. Return

Reliance Trust's UNH Position: Q1 2015 in Review

Reliance Trust sold out of UnitedHealth (UNH) in Q1 2015, closing a stake of 3,124 shares — an estimated $316K sold.

Reliance Trust first reported a position in UNH in Q3 2013 and held it in 6 quarters. The position peaked at $316K in Q4 2014. 1,164 funds tracked by Wall St. Rank hold UNH as of Q1 2015.

  • Reliance Trust reported no remaining UnitedHealth position as of Q1 2015 after selling out during the quarter.
  • Reliance Trust sold 3,124 UnitedHealth shares in Q1 2015, an estimated $316K.
  • Reliance Trust first reported a position in UnitedHealth in Q3 2013 and held it in 6 quarters.
  • Reliance Trust's UnitedHealth position peaked at $316K in Q4 2014.
  • 1,164 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2015.

Based on Reliance Trust's 13F filing for Q1 2015, filed 24 Apr 2015.