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Sanibel Captiva Investment Advisers’s UnitedHealth UNH Stock Holding History

Sanibel Captiva Investment Advisers’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
Q4 		$326K Hold
4,335
– – 0.2% 92
2013
Q3 		$310K Sell
4,335
-660
-13% -$47.2K 0.24% 87
2013
Q2 		$327K Buy
+4,995
New +$311K 0.32% 65

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 $3.37T AUM 44.26% 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 16.26% 1-Year Est. Return

Sanibel Captiva Investment Advisers's UNH Position: Q4 2013 in Review

Sanibel Captiva Investment Advisers held its UnitedHealth (UNH) position steady in Q4 2013 at 4,335 shares worth $326K. The position accounts for 0.2% of the portfolio, ranked #92.

Sanibel Captiva Investment Advisers first reported a position in UNH in Q2 2013 and has held it in 3 quarters since. The position peaked at $327K in Q2 2013. 947 funds tracked by Wall St. Rank hold UNH as of Q4 2013.

  • Sanibel Captiva Investment Advisers held 4,335 shares of UnitedHealth worth $326K as of Q4 2013.
  • Sanibel Captiva Investment Advisers left its UnitedHealth share count unchanged in Q4 2013.
  • UnitedHealth made up 0.2% of Sanibel Captiva Investment Advisers's portfolio in Q4 2013, its #92 holding.
  • Sanibel Captiva Investment Advisers first reported a position in UnitedHealth in Q2 2013 and has held it in 3 quarters since.
  • Sanibel Captiva Investment Advisers's UnitedHealth position peaked at $327K in Q2 2013.
  • 947 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2013.

Based on Sanibel Captiva Investment Advisers's 13F filing for Q4 2013, filed 18 Feb 2014.