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Stifel Trust’s UnitedHealth UNH Stock Holding History

Stifel Trust’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 		$7.15M Sell
82,879
-3,325
-4% -$281K 1.37% 11
2014
Q2 		$7.05M Sell
86,204
-1,403
-2% -$110K 1.32% 19
2014
Q1 		$7.18M Sell
87,607
-5,274
-6% -$397K 1.36% 12
2013
Q4 		$6.99M Sell
92,881
-1,105
-1% -$79.4K 1.31% 20
2013
Q3 		$6.73M Sell
93,986
-2,801
-3% -$200K 1.34% 19
2013
Q2 		$6.34M Buy
+96,787
New +$6.02M 1.31% 23

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

Stifel Trust's UNH Position: Q3 2014 in Review

Stifel Trust reduced its UnitedHealth (UNH) stake by 3.9% in Q3 2014, selling an estimated $281K and leaving 82,879 shares worth $7.15M. The position accounts for 1.37% of the portfolio, ranked #11.

Stifel Trust first reported a position in UNH in Q2 2013 and has held it in 6 quarters since. The position peaked at $7.18M in Q1 2014. 972 funds tracked by Wall St. Rank hold UNH as of Q3 2014.

  • Stifel Trust held 82,879 shares of UnitedHealth worth $7.15M as of Q3 2014.
  • Stifel Trust sold 3,325 UnitedHealth shares in Q3 2014, an estimated $281K.
  • UnitedHealth made up 1.37% of Stifel Trust's portfolio in Q3 2014, its #11 holding.
  • Stifel Trust first reported a position in UnitedHealth in Q2 2013 and has held it in 6 quarters since.
  • Stifel Trust's UnitedHealth position peaked at $7.18M in Q1 2014.
  • 972 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.