WI
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WHV Investments’s UnitedHealth UNH Stock Holding History

WHV Investments’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
Q1 		– Sell
-22,951
Closed -$1.73M – 195
2013
Q4 		$1.73M Sell
22,951
-53,166
-70% -$3.82M 0.02% 157
2013
Q3 		$5.45M Sell
76,117
-6,340
-8% -$454K 0.05% 146
2013
Q2 		$5.4M Buy
+82,457
New +$5.13M 0.06% 142

Other funds holding UNH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

WHV Investments's UNH Position: Q1 2014 in Review

WHV Investments sold out of UnitedHealth (UNH) in Q1 2014, closing a stake of 22,951 shares — an estimated $1.73M sold.

WHV Investments first reported a position in UNH in Q2 2013 and held it in 3 quarters. The position peaked at $5.45M in Q3 2013. 955 funds tracked by Wall St. Rank hold UNH as of Q1 2014.

  • WHV Investments reported no remaining UnitedHealth position as of Q1 2014 after selling out during the quarter.
  • WHV Investments sold 22,951 UnitedHealth shares in Q1 2014, an estimated $1.73M.
  • WHV Investments first reported a position in UnitedHealth in Q2 2013 and held it in 3 quarters.
  • WHV Investments's UnitedHealth position peaked at $5.45M in Q3 2013.
  • 955 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2014.

Based on WHV Investments's 13F filing for Q1 2014, filed 13 May 2014.