Constellation Investments’s UnitedHealth UNH Stock Holding History

Constellation Investments’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	$2.75M	Buy	21,300 +400	+2%	+$47.3K	0.5%	47
2015 Q4	$2.46M	Buy	20,900 +400	+2%	+$46.8K	0.46%	50
2015 Q3	$2.38M	Hold	20,500	–	–	0.49%	44
2015 Q2	$2.5M	Buy	20,500 +300	+1%	+$35.5K	0.48%	47
2015 Q1	$2.39M	Buy	20,200 +700	+4%	+$77.7K	0.46%	50
2014 Q4	$1.97M	Buy	19,500 +600	+3%	+$56.9K	0.4%	56
2014 Q3	$1.63M	Buy	18,900 +200	+1%	+$16.9K	0.36%	61
2014 Q2	$1.53M	Buy	18,700 +200	+1%	+$15.7K	0.35%	62
2014 Q1	$1.52M	Hold	18,500	–	–	0.37%	61
2013 Q4	$1.39M	Buy	18,500 +1,200	+7%	+$86.2K	0.35%	65
2013 Q3	$1.24M	Buy	17,300 +1,000	+6%	+$71.6K	0.38%	58
2013 Q2	$1.07M	Buy	+16,300	New	+$1.01M	0.37%	62

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 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

Constellation Investments's UNH Position: Q1 2016 in Review

Constellation Investments increased its UnitedHealth (UNH) stake by 1.9% in Q1 2016, buying an estimated $47.3K and bringing the position to 21,300 shares worth $2.75M. The position accounts for 0.5% of the portfolio, ranked #47.

Constellation Investments first reported a position in UNH in Q2 2013 and has held it in 12 quarters since. 1,223 funds tracked by Wall St. Rank hold UNH as of Q1 2016.

Constellation Investments held 21,300 shares of UnitedHealth worth $2.75M as of Q1 2016.
Constellation Investments bought 400 UnitedHealth shares in Q1 2016, an estimated $47.3K.
UnitedHealth made up 0.5% of Constellation Investments's portfolio in Q1 2016, its #47 holding.
Constellation Investments first reported a position in UnitedHealth in Q2 2013 and has held it in 12 quarters since.
1,223 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2016.

Based on Constellation Investments's 13F filing for Q1 2016, filed 28 Apr 2016.