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Susquehanna Trust & Investment’s UnitedHealth UNH Stock Holding History

Susquehanna Trust & Investment’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
2015
Q1 		– Sell
-75,506
Closed -$7.63M – 115
2014
Q4 		$7.63M Sell
75,506
-1,471
-2% -$139K 1.56% 31
2014
Q3 		$6.64M Sell
76,977
-217
-0.3% -$18.3K 1.44% 37
2014
Q2 		$6.31M Buy
77,194
+6,290
+9% +$495K 1.34% 40
2014
Q1 		$5.81M Buy
+70,904
New +$5.34M 1.29% 40

Other funds holding UNH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Susquehanna Trust & Investment's UNH Position: Q1 2015 in Review

Susquehanna Trust & Investment sold out of UnitedHealth (UNH) in Q1 2015, closing a stake of 75,506 shares — an estimated $7.63M sold.

Susquehanna Trust & Investment first reported a position in UNH in Q1 2014 and held it in 4 quarters. The position peaked at $7.63M in Q4 2014. 1,162 funds tracked by Wall St. Rank hold UNH as of Q1 2015.

  • Susquehanna Trust & Investment reported no remaining UnitedHealth position as of Q1 2015 after selling out during the quarter.
  • Susquehanna Trust & Investment sold 75,506 UnitedHealth shares in Q1 2015, an estimated $7.63M.
  • Susquehanna Trust & Investment first reported a position in UnitedHealth in Q1 2014 and held it in 4 quarters.
  • Susquehanna Trust & Investment's UnitedHealth position peaked at $7.63M in Q4 2014.
  • 1,162 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2015.

Based on Susquehanna Trust & Investment's 13F filing for Q1 2015, filed 23 Apr 2015.