High Point Bank & Trust’s UnitedHealth UNH Stock Holding History

High Point 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
2016 Q4	$536K	Hold	3,351	–	–	0.17%	80
2016 Q3	$469K	Sell	3,351 -200	-6%	-$28K	0.12%	89
2016 Q2	$501K	Hold	3,551	–	–	0.14%	85
2016 Q1	$458K	Hold	3,551	–	–	0.12%	91
2015 Q4	$418K	Sell	3,551 -50	-1%	-$5.84K	0.11%	95
2015 Q3	$418K	Sell	3,601 -125	-3%	-$15K	0.12%	101
2015 Q2	$455K	Sell	3,726 -200	-5%	-$23.7K	0.13%	97
2015 Q1	$464K	Hold	3,926	–	–	0.14%	101
2014 Q4	$397K	Hold	3,926	–	–	0.13%	108
2014 Q3	$339K	Hold	3,926	–	–	0.11%	119
2014 Q2	$321K	Sell	3,926 -300	-7%	-$23.6K	0.1%	120
2014 Q1	$346K	Sell	4,226 -988	-19%	-$74.4K	0.11%	119
2013 Q4	$393K	Sell	5,214 -3,454	-40%	-$248K	0.13%	113
2013 Q3	$621K	Hold	8,668	–	–	0.22%	85
2013 Q2	$568K	Buy	+8,668	New	+$539K	0.19%	90

Other funds holding UNH

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BIT

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

High Point Bank & Trust's UNH Position: Q4 2016 in Review

High Point Bank & Trust held its UnitedHealth (UNH) position steady in Q4 2016 at 3,351 shares worth $536K. The position accounts for 0.17% of the portfolio, ranked #80.

High Point Bank & Trust first reported a position in UNH in Q2 2013 and has held it in 15 quarters since. The position peaked at $621K in Q3 2013. 1,412 funds tracked by Wall St. Rank hold UNH as of Q4 2016.

High Point Bank & Trust held 3,351 shares of UnitedHealth worth $536K as of Q4 2016.
High Point Bank & Trust left its UnitedHealth share count unchanged in Q4 2016.
UnitedHealth made up 0.17% of High Point Bank & Trust's portfolio in Q4 2016, its #80 holding.
High Point Bank & Trust first reported a position in UnitedHealth in Q2 2013 and has held it in 15 quarters since.
High Point Bank & Trust's UnitedHealth position peaked at $621K in Q3 2013.
1,412 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2016.

Based on High Point Bank & Trust's 13F filing for Q4 2016, filed 28 Feb 2017.