Welch Capital Partners’s UnitedHealth UNH Stock Holding History

Welch Capital Partners’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 Q4	–	Sell	-31,426	Closed	-$2.71M	–	39
2014 Q3	$2.71M	Sell	31,426 -134,435	-81%	-$11.4M	0.89%	30
2014 Q2	$13.6M	Sell	165,861 -4,235	-2%	-$333K	4.78%	5
2014 Q1	$13.9M	Buy	170,096 +19,080	+13%	+$1.44M	4.97%	4
2013 Q4	$11.4M	Buy	+151,016	New	+$10.8M	3.81%	11

Other funds holding UNH

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Welch Capital Partners's UNH Position: Q4 2014 in Review

Welch Capital Partners sold out of UnitedHealth (UNH) in Q4 2014, closing a stake of 31,426 shares — an estimated $2.71M sold.

Welch Capital Partners first reported a position in UNH in Q4 2013 and held it in 4 quarters. The position peaked at $13.9M in Q1 2014. 1,110 funds tracked by Wall St. Rank hold UNH as of Q4 2014.

Welch Capital Partners reported no remaining UnitedHealth position as of Q4 2014 after selling out during the quarter.
Welch Capital Partners sold 31,426 UnitedHealth shares in Q4 2014, an estimated $2.71M.
Welch Capital Partners first reported a position in UnitedHealth in Q4 2013 and held it in 4 quarters.
Welch Capital Partners's UnitedHealth position peaked at $13.9M in Q1 2014.
1,110 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2014.

Based on Welch Capital Partners's 13F filing for Q4 2014, filed 9 Feb 2015.