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UBS’s UnitedHealth UNH Stock Holding History

UBS’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 		$1.3M Sell
15,100
-10,600
-41% -$896K ﹤0.01% 3328
2014
Q2 		$2.1M Sell
25,700
-41,800
-62% -$3.29M ﹤0.01% 2823
2014
Q1 		$5.53M Sell
67,500
-1,100
-2% -$82.8K ﹤0.01% 1768
2013
Q4 		$5.17M Sell
68,600
-34,000
-33% -$2.44M ﹤0.01% 1835
2013
Q3 		$7.35M Buy
102,600
+83,000
+423% +$5.94M 0.01% 1375
2013
Q2 		$1.28M Buy
+19,600
New +$1.22M ﹤0.01% 3041

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

UBS's UNH Position: Q3 2014 in Review

UBS increased its UnitedHealth (UNH) stake by 12% in Q3 2014, buying an estimated $14M and bringing the position to 1,580,095 shares worth $136M. The position accounts for 0.1% of the portfolio, ranked #219.

UBS first reported a position in UNH in Q2 2013 and has held it in 6 quarters since. The position peaked at $152M in Q4 2013. 972 funds tracked by Wall St. Rank hold UNH as of Q3 2014.

  • UBS held 1,580,095 shares of UnitedHealth worth $136M as of Q3 2014.
  • UBS bought 165,606 UnitedHealth shares in Q3 2014, an estimated $14M.
  • UnitedHealth made up 0.1% of UBS's portfolio in Q3 2014, its #219 holding.
  • UBS first reported a position in UnitedHealth in Q2 2013 and has held it in 6 quarters since.
  • UBS's UnitedHealth position peaked at $152M in Q4 2013.
  • 972 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.