SEI Trust Company’s UnitedHealth UNH Stock Holding History

SEI Trust Company’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 Q3	$22M	Buy	254,800 +29,850	+13%	+$2.52M	0.21%	116
2014 Q2	$18.4M	Buy	224,950 +127,600	+131%	+$10M	0.18%	153
2014 Q1	$7.98M	Buy	97,350 +57,750	+146%	+$4.35M	0.08%	298
2013 Q4	$2.98M	Sell	39,600 -268,030	-87%	-$19.3M	0.03%	568
2013 Q3	$22M	Sell	307,630 -243,000	-44%	-$17.4M	0.24%	103
2013 Q2	$36.1M	Buy	+550,630	New	+$34.3M	0.44%	49

Other funds holding UNH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BIT

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

SEI Trust Company's UNH Position: Q3 2014 in Review

SEI Trust Company increased its UnitedHealth (UNH) stake by 13% in Q3 2014, buying an estimated $2.52M and bringing the position to 254,800 shares worth $22M. The position accounts for 0.21% of the portfolio, ranked #116.

SEI Trust Company first reported a position in UNH in Q2 2013 and has held it in 6 quarters since. The position peaked at $36.1M in Q2 2013. 973 funds tracked by Wall St. Rank hold UNH as of Q3 2014.

SEI Trust Company held 254,800 shares of UnitedHealth worth $22M as of Q3 2014.
SEI Trust Company bought 29,850 UnitedHealth shares in Q3 2014, an estimated $2.52M.
UnitedHealth made up 0.21% of SEI Trust Company's portfolio in Q3 2014, its #116 holding.
SEI Trust Company first reported a position in UnitedHealth in Q2 2013 and has held it in 6 quarters since.
SEI Trust Company's UnitedHealth position peaked at $36.1M in Q2 2013.
973 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2014.

Based on SEI Trust Company's 13F filing for Q3 2014, filed 28 Oct 2014.