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Boston Private Bank & Trust’s UnitedHealth UNH Stock Holding History

Boston Private Bank & 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
2015
Q1 		$5.06M Buy
42,783
+31,369
+275% +$3.48M 0.23% 122
2014
Q4 		$1.15M Buy
11,414
+47
+0.4% +$4.45K 0.05% 224
2014
Q3 		$980K Sell
11,367
-435
-4% -$36.8K 0.05% 234
2014
Q2 		$965K Sell
11,802
-2,948
-20% -$232K 0.05% 239
2014
Q1 		$1.21M Sell
14,750
-1,765
-11% -$133K 0.06% 220
2013
Q4 		$1.24M Sell
16,515
-402
-2% -$28.9K 0.06% 217
2013
Q3 		$1.21M Sell
16,917
-5,435
-24% -$389K 0.07% 215
2013
Q2 		$1.46M Buy
+22,352
New +$1.39M 0.09% 196

Other funds holding UNH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Boston Private Bank & Trust's UNH Position: Q1 2015 in Review

Boston Private Bank & Trust increased its UnitedHealth (UNH) stake by 275% in Q1 2015, buying an estimated $3.48M and bringing the position to 42,783 shares worth $5.06M. The position accounts for 0.23% of the portfolio, ranked #122.

Boston Private Bank & Trust first reported a position in UNH in Q2 2013 and has held it in 8 quarters since. 1,163 funds tracked by Wall St. Rank hold UNH as of Q1 2015.

  • Boston Private Bank & Trust held 42,783 shares of UnitedHealth worth $5.06M as of Q1 2015.
  • Boston Private Bank & Trust bought 31,369 UnitedHealth shares in Q1 2015, an estimated $3.48M.
  • UnitedHealth made up 0.23% of Boston Private Bank & Trust's portfolio in Q1 2015, its #122 holding.
  • Boston Private Bank & Trust first reported a position in UnitedHealth in Q2 2013 and has held it in 8 quarters since.
  • 1,163 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.