SA
UNH icon

Smithwood Advisers’s UnitedHealth UNH Stock Holding History

Smithwood 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
Q3 		– Sell
-400,000
Closed -$26.2M – 64
2013
Q2 		$26.2M Buy
+400,000
New +$24.9M 1.06% 27

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Smithwood Advisers's UNH Position: Q3 2013 in Review

Smithwood Advisers sold out of UnitedHealth (UNH) in Q3 2013, closing a stake of 400,000 shares — an estimated $26.2M sold.

Smithwood Advisers first reported a position in UNH in Q2 2013 and held it in 1 quarter. The position peaked at $26.2M in Q2 2013. 878 funds tracked by Wall St. Rank hold UNH as of Q3 2013.

  • Smithwood Advisers reported no remaining UnitedHealth position as of Q3 2013 after selling out during the quarter.
  • Smithwood Advisers sold 400,000 UnitedHealth shares in Q3 2013, an estimated $26.2M.
  • Smithwood Advisers first reported a position in UnitedHealth in Q2 2013 and held it in 1 quarter.
  • Smithwood Advisers's UnitedHealth position peaked at $26.2M in Q2 2013.
  • 878 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2013.

Based on Smithwood Advisers's 13F filing for Q3 2013, filed 14 Nov 2013.