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Schafer Cullen Capital Management’s UnitedHealth UNH Stock Holding History

Schafer Cullen Capital Management’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
Q1 		– Sell
-7,600
Closed -$572K – 334
2013
Q4 		$572K Hold
7,600
– – 0.01% 272
2013
Q3 		$544K Hold
7,600
– – 0.01% 259
2013
Q2 		$498K Buy
+7,600
New +$473K 0.01% 262

Other funds holding UNH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Schafer Cullen Capital Management's UNH Position: Q1 2014 in Review

Schafer Cullen Capital Management sold out of UnitedHealth (UNH) in Q1 2014, closing a stake of 7,600 shares — an estimated $572K sold.

Schafer Cullen Capital Management first reported a position in UNH in Q2 2013 and held it in 3 quarters. The position peaked at $572K in Q4 2013. 955 funds tracked by Wall St. Rank hold UNH as of Q1 2014.

  • Schafer Cullen Capital Management reported no remaining UnitedHealth position as of Q1 2014 after selling out during the quarter.
  • Schafer Cullen Capital Management sold 7,600 UnitedHealth shares in Q1 2014, an estimated $572K.
  • Schafer Cullen Capital Management first reported a position in UnitedHealth in Q2 2013 and held it in 3 quarters.
  • Schafer Cullen Capital Management's UnitedHealth position peaked at $572K in Q4 2013.
  • 955 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2014.

Based on Schafer Cullen Capital Management's 13F filing for Q1 2014, filed 14 May 2014.