Baird’s UnitedHealth UNH Stock Holding History

Baird’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
2015 Q1	$19.7M	Sell	166,327 -8,191	-5%	-$910K	0.2%	148
2014 Q4	$17.6M	Buy	174,518 +13,849	+9%	+$1.31M	0.19%	164
2014 Q3	$13.9M	Buy	160,669 +962	+0.6%	+$81.3K	0.19%	139
2014 Q2	$13.1M	Sell	159,707 -328	-0.2%	-$25.8K	0.18%	142
2014 Q1	$13.1M	Buy	160,035 +1,400	+0.9%	+$105K	0.19%	146
2013 Q4	$11.9M	Buy	158,635 +14,245	+10%	+$1.02M	0.21%	134
2013 Q3	$10.3M	Sell	144,390 -19,924	-12%	-$1.43M	0.19%	151
2013 Q2	$10.8M	Buy	+164,314	New	+$10.2M	0.21%	129

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

BIT

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

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

Baird's UNH Position: Q1 2015 in Review

Baird reduced its UnitedHealth (UNH) stake by 4.7% in Q1 2015, selling an estimated $910K and leaving 166,327 shares worth $19.7M. The position accounts for 0.2% of the portfolio, ranked #148.

Baird first reported a position in UNH in Q2 2013 and has held it in 8 quarters since. 1,164 funds tracked by Wall St. Rank hold UNH as of Q1 2015.

Baird held 166,327 shares of UnitedHealth worth $19.7M as of Q1 2015.
Baird sold 8,191 UnitedHealth shares in Q1 2015, an estimated $910K.
UnitedHealth made up 0.2% of Baird's portfolio in Q1 2015, its #148 holding.
Baird first reported a position in UnitedHealth in Q2 2013 and has held it in 8 quarters since.
1,164 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.