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Stifel Nicolaus & Co’s UnitedHealth UNH Stock Holding History

Stifel Nicolaus & Co’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 		$32.8M Sell
458,350
-3,047
-0.7% -$218K 0.54% 32
2013
Q2 		$30.2M Buy
+461,397
New +$28.7M 0.55% 38

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 $2.9T AUM 29.55% 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 16.07% 1-Year Est. Return

Stifel Nicolaus & Co's UNH Position: Q3 2013 in Review

Stifel Nicolaus & Co reduced its UnitedHealth (UNH) stake by 0.66% in Q3 2013, selling an estimated $218K and leaving 458,350 shares worth $32.8M. The position accounts for 0.54% of the portfolio, ranked #32.

Stifel Nicolaus & Co first reported a position in UNH in Q2 2013 and has held it in 2 quarters since. 878 funds tracked by Wall St. Rank hold UNH as of Q3 2013.

  • Stifel Nicolaus & Co held 458,350 shares of UnitedHealth worth $32.8M as of Q3 2013.
  • Stifel Nicolaus & Co sold 3,047 UnitedHealth shares in Q3 2013, an estimated $218K.
  • UnitedHealth made up 0.54% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #32 holding.
  • Stifel Nicolaus & Co first reported a position in UnitedHealth in Q2 2013 and has held it in 2 quarters since.
  • 878 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.