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Beacon Trust’s UnitedHealth UNH Stock Holding History

Beacon 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
2017
Q1 		$7.16M Buy
43,322
+2,300
+6% +$377K 1.13% 28
2016
Q4 		$6.57M Buy
41,022
+10,333
+34% +$1.54M 1.08% 32
2016
Q3 		$4.3M Buy
+30,689
New +$4.3M 0.72% 57

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Beacon Trust's UNH Position: Q1 2017 in Review

Beacon Trust increased its UnitedHealth (UNH) stake by 5.6% in Q1 2017, buying an estimated $377K and bringing the position to 43,322 shares worth $7.16M. The position accounts for 1.13% of the portfolio, ranked #28.

Beacon Trust first reported a position in UNH in Q3 2016 and has held it in 3 quarters since. 1,451 funds tracked by Wall St. Rank hold UNH as of Q1 2017.

  • Beacon Trust held 43,322 shares of UnitedHealth worth $7.16M as of Q1 2017.
  • Beacon Trust bought 2,300 UnitedHealth shares in Q1 2017, an estimated $377K.
  • UnitedHealth made up 1.13% of Beacon Trust's portfolio in Q1 2017, its #28 holding.
  • Beacon Trust first reported a position in UnitedHealth in Q3 2016 and has held it in 3 quarters since.
  • 1,451 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2017.

Based on Beacon Trust's 13F filing for Q1 2017, filed 9 May 2017.