Alerus Investment Advisors’s UnitedHealth UNH Stock Holding History

Alerus Investment Advisors’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
2016 Q1	$5.94M	Buy	46,044 +18,319	+66%	+$2.17M	1.03%	29
2015 Q4	$3.26M	Buy	27,725 +109	+0.4%	+$12.7K	0.54%	59
2015 Q3	$3.2M	Sell	27,616 -406	-1%	-$48.6K	0.57%	56
2015 Q2	$3.31M	Buy	28,022 +16	+0.1%	+$1.89K	0.55%	57
2015 Q1	$3.31M	Sell	28,006 -10,614	-27%	-$1.18M	0.55%	57
2014 Q4	$3.9M	Sell	38,620 -2,275	-6%	-$216K	0.66%	52
2014 Q3	$3.53M	Sell	40,895 -5,533	-12%	-$468K	0.61%	57
2014 Q2	$3.79M	Buy	46,428 +86	+0.2%	+$6.77K	0.65%	48
2014 Q1	$3.8M	Sell	46,342 -2,920	-6%	-$220K	0.82%	45
2013 Q4	$3.71M	Sell	49,262 -13,326	-21%	-$957K	0.82%	57
2013 Q3	$4.48M	Sell	62,588 -6,265	-9%	-$448K	0.89%	52
2013 Q2	$4.51M	Buy	+68,853	New	+$4.28M	0.7%	57

Other funds holding UNH

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

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

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

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

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

BIT

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

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

Alerus Investment Advisors's UNH Position: Q1 2016 in Review

Alerus Investment Advisors increased its UnitedHealth (UNH) stake by 66% in Q1 2016, buying an estimated $2.17M and bringing the position to 46,044 shares worth $5.94M. The position accounts for 1.03% of the portfolio, ranked #29.

Alerus Investment Advisors first reported a position in UNH in Q2 2013 and has held it in 12 quarters since. 1,220 funds tracked by Wall St. Rank hold UNH as of Q1 2016.

Alerus Investment Advisors held 46,044 shares of UnitedHealth worth $5.94M as of Q1 2016.
Alerus Investment Advisors bought 18,319 UnitedHealth shares in Q1 2016, an estimated $2.17M.
UnitedHealth made up 1.03% of Alerus Investment Advisors's portfolio in Q1 2016, its #29 holding.
Alerus Investment Advisors first reported a position in UnitedHealth in Q2 2013 and has held it in 12 quarters since.
1,220 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2016.

Based on Alerus Investment Advisors's 13F filing for Q1 2016, filed 4 May 2016.