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Systematic Financial Management’s UnitedHealth UNH Stock Holding History

Systematic Financial 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
2015
Q2 		– Sell
-76,788
Closed -$9.08M – 733
2015
Q1 		$9.08M Buy
+76,788
New +$8.53M 0.07% 273

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

Systematic Financial Management's UNH Position: Q2 2015 in Review

Systematic Financial Management sold out of UnitedHealth (UNH) in Q2 2015, closing a stake of 76,788 shares — an estimated $9.08M sold.

Systematic Financial Management first reported a position in UNH in Q1 2015 and held it in 1 quarter. The position peaked at $9.08M in Q1 2015. 1,199 funds tracked by Wall St. Rank hold UNH as of Q2 2015.

  • Systematic Financial Management reported no remaining UnitedHealth position as of Q2 2015 after selling out during the quarter.
  • Systematic Financial Management sold 76,788 UnitedHealth shares in Q2 2015, an estimated $9.08M.
  • Systematic Financial Management first reported a position in UnitedHealth in Q1 2015 and held it in 1 quarter.
  • Systematic Financial Management's UnitedHealth position peaked at $9.08M in Q1 2015.
  • 1,199 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2015.

Based on Systematic Financial Management's 13F filing for Q2 2015, filed 10 Aug 2015.