Hoxton Financial’s UnitedHealth UNH Stock Holding History

Hoxton Financial’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 Q1	$371K	Buy	2,876 +2,599	+938%	+$307K	0.19%	46
2015 Q4	$33K	Sell	277 -2,599	-90%	-$304K	0.02%	161
2015 Q3	$334K	Hold	2,876	–	–	0.16%	53
2015 Q2	$351K	Hold	2,876	–	–	0.15%	50
2015 Q1	$340K	Hold	2,876	–	–	0.14%	45
2014 Q4	$291K	Buy	2,876 +277	+11%	+$26.3K	0.12%	57
2014 Q3	$224K	Hold	2,599	–	–	0.1%	67
2014 Q2	$212K	Hold	2,599	–	–	0.09%	71
2014 Q1	$213K	Sell	2,599 -225	-8%	-$16.9K	0.09%	71
2013 Q4	$213K	Buy	+2,824	New	+$203K	0.09%	79
2013 Q3	–	Sell	-2,782	Closed	-$182K	–	595
2013 Q2	$182K	Buy	+2,782	New	+$173K	0.1%	70

Other funds holding UNH

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

BIT

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

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

Hoxton Financial's UNH Position: Q1 2016 in Review

Hoxton Financial increased its UnitedHealth (UNH) stake by 938% in Q1 2016, buying an estimated $307K and bringing the position to 2,876 shares worth $371K. The position accounts for 0.19% of the portfolio, ranked #46.

Hoxton Financial first reported a position in UNH in Q2 2013 and has held it in 11 quarters since. 1,222 funds tracked by Wall St. Rank hold UNH as of Q1 2016.

Hoxton Financial held 2,876 shares of UnitedHealth worth $371K as of Q1 2016.
Hoxton Financial bought 2,599 UnitedHealth shares in Q1 2016, an estimated $307K.
UnitedHealth made up 0.19% of Hoxton Financial's portfolio in Q1 2016, its #46 holding.
Hoxton Financial first reported a position in UnitedHealth in Q2 2013 and has held it in 11 quarters since.
1,222 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2016.

Based on Hoxton Financial's 13F filing for Q1 2016, filed 29 Apr 2016.