Wilmington Trust Investment Management’s UnitedHealth UNH Stock Holding History

Wilmington Trust Investment 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
2014 Q2	$617K	Sell	7,542 -1,800	-19%	-$142K	0.13%	124
2014 Q1	$766K	Sell	9,342 -8,400	-47%	-$632K	0.15%	111
2013 Q4	$1.34M	Sell	17,742 -1,000	-5%	-$71.8K	0.27%	63
2013 Q3	$1.34M	Hold	18,742	–	–	0.28%	59
2013 Q2	$1.23M	Buy	+18,742	New	+$1.17M	0.26%	61

Other funds holding UNH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Wilmington Trust Investment Management's UNH Position: Q2 2014 in Review

Wilmington Trust Investment Management reduced its UnitedHealth (UNH) stake by 19% in Q2 2014, selling an estimated $142K and leaving 7,542 shares worth $617K. The position accounts for 0.13% of the portfolio, ranked #124.

Wilmington Trust Investment Management first reported a position in UNH in Q2 2013 and has held it in 5 quarters since. The position peaked at $1.34M in Q3 2013. 962 funds tracked by Wall St. Rank hold UNH as of Q2 2014.

Wilmington Trust Investment Management held 7,542 shares of UnitedHealth worth $617K as of Q2 2014.
Wilmington Trust Investment Management sold 1,800 UnitedHealth shares in Q2 2014, an estimated $142K.
UnitedHealth made up 0.13% of Wilmington Trust Investment Management's portfolio in Q2 2014, its #124 holding.
Wilmington Trust Investment Management first reported a position in UnitedHealth in Q2 2013 and has held it in 5 quarters since.
Wilmington Trust Investment Management's UnitedHealth position peaked at $1.34M in Q3 2013.
962 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2014.

Based on Wilmington Trust Investment Management's 13F filing for Q2 2014, filed 13 Aug 2014.