Haberer Registered Investment Advisor’s UnitedHealth UNH Stock Holding History

Haberer Registered Investment Advisor’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	$671K	Buy	5,670 +7	+0.1%	+$777	0.41%	52
2014 Q4	$572K	Buy	5,663 +8	+0.1%	+$758	0.33%	60
2014 Q3	$488K	Sell	5,655 -233	-4%	-$19.7K	0.23%	72
2014 Q2	$481K	Sell	5,888 -191	-3%	-$15K	0.21%	70
2014 Q1	$498K	Sell	6,079 -200	-3%	-$15.1K	0.24%	65
2013 Q4	$473K	Sell	6,279 -100	-2%	-$7.18K	0.2%	69
2013 Q3	$457K	Buy	6,379 +879	+16%	+$62.9K	0.16%	74
2013 Q2	$360K	Buy	+5,500	New	+$342K	0.1%	84

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

Haberer Registered Investment Advisor's UNH Position: Q1 2015 in Review

Haberer Registered Investment Advisor increased its UnitedHealth (UNH) stake by 0.12% in Q1 2015, buying an estimated $777 and bringing the position to 5,670 shares worth $671K. The position accounts for 0.41% of the portfolio, ranked #52.

Haberer Registered Investment Advisor first reported a position in UNH in Q2 2013 and has held it in 8 quarters since. 1,162 funds tracked by Wall St. Rank hold UNH as of Q1 2015.

Haberer Registered Investment Advisor held 5,670 shares of UnitedHealth worth $671K as of Q1 2015.
Haberer Registered Investment Advisor bought 7 UnitedHealth shares in Q1 2015, an estimated $777.
UnitedHealth made up 0.41% of Haberer Registered Investment Advisor's portfolio in Q1 2015, its #52 holding.
Haberer Registered Investment Advisor first reported a position in UnitedHealth in Q2 2013 and has held it in 8 quarters since.
1,162 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2015.

Based on Haberer Registered Investment Advisor's 13F filing for Q1 2015, filed 8 Apr 2015.