Beacon Trust’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
$7.16M Buy
43,322
+2,300
+6% +$380K 1.13% 28
2016
Q4
$6.57M Buy
41,022
+10,333
+34% +$1.65M 1.08% 32
2016
Q3
$4.3M Buy
+30,689
New +$4.3M 0.72% 57