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FirstMerit Bank N.A. Trustee’s UnitedHealth UNH Stock Holding History

FirstMerit Bank N.A. Trustee’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
Q2 		$285K Hold
2,018
– – 0.02% 273
2016
Q1 		$260K Sell
2,018
-146
-7% -$17.3K 0.02% 268
2015
Q4 		$254K Hold
2,164
– – 0.02% 270
2015
Q3 		$251K Hold
2,164
– – 0.02% 278
2015
Q2 		$264K Sell
2,164
-26
-1% -$3.08K 0.02% 279
2015
Q1 		$259K Buy
2,190
+51
+2% +$5.66K 0.02% 277
2014
Q4 		$216K Buy
+2,139
New +$203K 0.02% 298

Other funds holding UNH

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
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
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FirstMerit Bank N.A. Trustee's UNH Position: Q2 2016 in Review

FirstMerit Bank N.A. Trustee held its UnitedHealth (UNH) position steady in Q2 2016 at 2,018 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #273.

FirstMerit Bank N.A. Trustee first reported a position in UNH in Q4 2014 and has held it in 7 quarters since. 1,263 funds tracked by Wall St. Rank hold UNH as of Q2 2016.

  • FirstMerit Bank N.A. Trustee held 2,018 shares of UnitedHealth worth $285K as of Q2 2016.
  • FirstMerit Bank N.A. Trustee left its UnitedHealth share count unchanged in Q2 2016.
  • UnitedHealth made up 0.02% of FirstMerit Bank N.A. Trustee's portfolio in Q2 2016, its #273 holding.
  • FirstMerit Bank N.A. Trustee first reported a position in UnitedHealth in Q4 2014 and has held it in 7 quarters since.
  • 1,263 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2016.

Based on FirstMerit Bank N.A. Trustee's 13F filing for Q2 2016, filed 11 Jul 2016.