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Siphron Capital Management’s UnitedHealth UNH Stock Holding History

Siphron 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
Q3 		$1.03M Hold
11,900
– – 3.44% 9
2014
Q2 		$973K Sell
11,900
-12,260
-51% -$965K 3.3% 13
2014
Q1 		$1.98M Sell
24,160
-5,370
-18% -$404K 3.47% 10
2013
Q4 		$2.22M Buy
29,530
+1,230
+4% +$88.4K 3.22% 16
2013
Q3 		$2.03M Buy
+28,300
New +$2.03M 1.89% 32

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
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

Siphron Capital Management's UNH Position: Q3 2014 in Review

Siphron Capital Management held its UnitedHealth (UNH) position steady in Q3 2014 at 11,900 shares worth $1.03M. The position accounts for 3.44% of the portfolio, ranked #9.

Siphron Capital Management first reported a position in UNH in Q3 2013 and has held it in 5 quarters since. The position peaked at $2.22M in Q4 2013. 973 funds tracked by Wall St. Rank hold UNH as of Q3 2014.

  • Siphron Capital Management held 11,900 shares of UnitedHealth worth $1.03M as of Q3 2014.
  • Siphron Capital Management left its UnitedHealth share count unchanged in Q3 2014.
  • UnitedHealth made up 3.44% of Siphron Capital Management's portfolio in Q3 2014, its #9 holding.
  • Siphron Capital Management first reported a position in UnitedHealth in Q3 2013 and has held it in 5 quarters since.
  • Siphron Capital Management's UnitedHealth position peaked at $2.22M in Q4 2013.
  • 973 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2014.

Based on Siphron Capital Management's 13F filing for Q3 2014, filed 13 Nov 2014.