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Robert N. Shapiro’s UnitedHealth UNH Stock Holding History

Robert N. Shapiro’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 		$3.14M Sell
31,060
-3,125
-9% -$296K 0.63% 39
2014
Q3 		$2.95M Sell
34,185
-795
-2% -$67.2K 0.56% 46
2014
Q2 		$2.86M Sell
34,980
-1,060
-3% -$83.4K 0.54% 50
2014
Q1 		$2.96M Buy
36,040
+15,805
+78% +$1.19M 0.55% 46
2013
Q4 		$1.52M Buy
20,235
+19,335
+2,148% +$1.39M 0.27% 110
2013
Q3 		$64K Sell
900
-522
-37% -$37.4K 0.01% 525
2013
Q2 		$93K Buy
+1,422
New +$88.5K 0.02% 407

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
JP Morgan Chase
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

Robert N. Shapiro's UNH Position: Q4 2014 in Review

Robert N. Shapiro reduced its UnitedHealth (UNH) stake by 9.1% in Q4 2014, selling an estimated $296K and leaving 31,060 shares worth $3.14M. The position accounts for 0.63% of the portfolio, ranked #39.

Robert N. Shapiro first reported a position in UNH in Q2 2013 and has held it in 7 quarters since. 1,110 funds tracked by Wall St. Rank hold UNH as of Q4 2014.

  • Robert N. Shapiro held 31,060 shares of UnitedHealth worth $3.14M as of Q4 2014.
  • Robert N. Shapiro sold 3,125 UnitedHealth shares in Q4 2014, an estimated $296K.
  • UnitedHealth made up 0.63% of Robert N. Shapiro's portfolio in Q4 2014, its #39 holding.
  • Robert N. Shapiro first reported a position in UnitedHealth in Q2 2013 and has held it in 7 quarters since.
  • 1,110 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.