BHF Kleinwort Benson Group’s UnitedHealth UNH Stock Holding History

BHF Kleinwort Benson Group’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	$8.21M	Buy	+63,728	New	+$7.54M	0.24%	87
2015 Q4	–	Sell	-62,225	Closed	-$7.22M	–	455
2015 Q3	$7.22M	Sell	62,225 -1,925	-3%	-$230K	0.28%	79
2015 Q2	$7.83M	Sell	64,150 -3,127	-5%	-$370K	0.26%	106
2015 Q1	$7.96M	Sell	67,277 -28,328	-30%	-$3.15M	0.22%	122
2014 Q4	$9.78M	Sell	95,605 -51,759	-35%	-$4.91M	0.25%	120
2014 Q3	$10.1M	Buy	147,364 +95,042	+182%	+$8.03M	0.33%	86
2014 Q2	$4.28M	Buy	52,322 +5,282	+11%	+$416K	0.13%	150
2014 Q1	$3.86M	Buy	+47,040	New	+$3.54M	0.11%	159
2013 Q3	–	Sell	-1,188	Closed	-$78K	–	315
2013 Q2	$78K	Buy	+1,188	New	+$73.9K	0.01%	217

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

BHF Kleinwort Benson Group's UNH Position: Q1 2016 in Review

BHF Kleinwort Benson Group opened a new position in UnitedHealth (UNH) in Q1 2016: 63,728 shares worth $8.21M. The stake represents 0.24% of the portfolio and ranks #87 among its holdings. This is a return to the name: BHF Kleinwort Benson Group previously reported a position in UNH as recently as Q3 2015.

BHF Kleinwort Benson Group first reported a position in UNH in Q2 2013 and has held it in 9 quarters since. The position peaked at $10.1M in Q3 2014. 1,220 funds tracked by Wall St. Rank hold UNH as of Q1 2016.

BHF Kleinwort Benson Group held 63,728 shares of UnitedHealth worth $8.21M as of Q1 2016.
UnitedHealth was a new BHF Kleinwort Benson Group position in Q1 2016.
UnitedHealth made up 0.24% of BHF Kleinwort Benson Group's portfolio in Q1 2016, its #87 holding.
BHF Kleinwort Benson Group first reported a position in UnitedHealth in Q2 2013 and has held it in 9 quarters since.
BHF Kleinwort Benson Group's UnitedHealth position peaked at $10.1M in Q3 2014.
1,220 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2016.

Based on BHF Kleinwort Benson Group's 13F filing for Q1 2016, filed 9 May 2016.