Wilmington Trust’s UnitedHealth UNH Stock Holding History

Wilmington Trust’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	$2.55M	Buy	31,143 +4,101	+15%	+$323K	0.04%	230
2014 Q1	$2.22M	Buy	27,042 +809	+3%	+$60.9K	0.04%	241
2013 Q4	$1.98M	Buy	26,233 +392	+2%	+$28.2K	0.03%	251
2013 Q3	$1.85M	Buy	25,841 +2,533	+11%	+$181K	0.03%	250
2013 Q2	$1.53M	Buy	+23,308	New	+$1.45M	0.03%	259

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 $2.9T AUM 29.55% 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 16.07% 1-Year Est. Return

Wilmington Trust's UNH Position: Q2 2014 in Review

Wilmington Trust increased its UnitedHealth (UNH) stake by 15% in Q2 2014, buying an estimated $323K and bringing the position to 31,143 shares worth $2.55M. The position accounts for 0.04% of the portfolio, ranked #230.

Wilmington Trust first reported a position in UNH in Q2 2013 and has held it in 5 quarters since. 962 funds tracked by Wall St. Rank hold UNH as of Q2 2014.

Wilmington Trust held 31,143 shares of UnitedHealth worth $2.55M as of Q2 2014.
Wilmington Trust bought 4,101 UnitedHealth shares in Q2 2014, an estimated $323K.
UnitedHealth made up 0.04% of Wilmington Trust's portfolio in Q2 2014, its #230 holding.
Wilmington Trust first reported a position in UnitedHealth in Q2 2013 and has held it in 5 quarters since.
962 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2014.

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