Founders Bank & Trust’s UnitedHealth UNH Stock Holding History

Founders 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
2014 Q4	$26K	Hold	253	–	–	0.01%	225
2014 Q3	$22K	Hold	253	–	–	0.01%	229
2014 Q2	$21K	Hold	253	–	–	0.01%	235
2014 Q1	$21K	Hold	253	–	–	0.01%	231
2013 Q4	$18K	Hold	253	–	–	0.01%	267
2013 Q3	$18K	Hold	253	–	–	0.01%	218
2013 Q2	$17K	Buy	+253	New	+$15.7K	0.01%	213

Other funds holding UNH

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Founders Bank & Trust's UNH Position: Q4 2014 in Review

Founders Bank & Trust held its UnitedHealth (UNH) position steady in Q4 2014 at 253 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #225.

Founders Bank & Trust first reported a position in UNH in Q2 2013 and has held it in 7 quarters since. 1,110 funds tracked by Wall St. Rank hold UNH as of Q4 2014.

Founders Bank & Trust held 253 shares of UnitedHealth worth $26K as of Q4 2014.
Founders Bank & Trust left its UnitedHealth share count unchanged in Q4 2014.
UnitedHealth made up 0.01% of Founders Bank & Trust's portfolio in Q4 2014, its #225 holding.
Founders Bank & Trust first reported a position in UnitedHealth in Q2 2013 and has held it in 7 quarters since.
1,110 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.