Guardian Investor Services’s UnitedHealth UNH Stock Holding History

Guardian Investor Services’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	$779K	Sell	6,587 -54	-0.8%	-$6K	0.62%	37
2014 Q4	$671K	Sell	6,641 -252	-4%	-$23.9K	0.53%	43
2014 Q3	$595K	Sell	6,893 -465	-6%	-$39.3K	0.48%	46
2014 Q2	$602K	Sell	7,358 -406	-5%	-$31.9K	0.46%	47
2014 Q1	$637K	Sell	7,764 -384	-5%	-$28.9K	0.49%	45
2013 Q4	$614K	Sell	8,148 -24	-0.3%	-$1.72K	0.47%	48
2013 Q3	$585K	Sell	8,172 -154	-2%	-$11K	0.49%	42
2013 Q2	$545K	Buy	+8,326	New	+$518K	0.47%	47

Other funds holding UNH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Guardian Investor Services's UNH Position: Q1 2015 in Review

Guardian Investor Services reduced its UnitedHealth (UNH) stake by 0.81% in Q1 2015, selling an estimated $6K and leaving 6,587 shares worth $779K. The position accounts for 0.62% of the portfolio, ranked #37.

Guardian Investor Services 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.

Guardian Investor Services held 6,587 shares of UnitedHealth worth $779K as of Q1 2015.
Guardian Investor Services sold 54 UnitedHealth shares in Q1 2015, an estimated $6K.
UnitedHealth made up 0.62% of Guardian Investor Services's portfolio in Q1 2015, its #37 holding.
Guardian Investor Services 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 Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.