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iAB Financial Bank’s UnitedHealth UNH Stock Holding History

iAB Financial Bank’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
2017
Q2 		$4.51M Buy
24,300
+55
+0.2% +$9.64K 2.21% 9
2017
Q1 		$3.98M Sell
24,245
-175
-0.7% -$28.7K 2.04% 10
2016
Q4 		$3.91M Sell
24,420
-300
-1% -$44.8K 2.2% 9
2016
Q3 		$3.46M Sell
24,720
-65
-0.3% -$9.1K 2.04% 11
2016
Q2 		$3.5M Buy
24,785
+367
+2% +$48.9K 2.24% 9
2016
Q1 		$3.15M Buy
24,418
+693
+3% +$82K 2.12% 10
2015
Q4 		$2.79M Sell
23,725
-235
-1% -$27.5K 2.04% 11
2015
Q3 		$2.78M Sell
23,960
-650
-3% -$77.8K 2.12% 12
2015
Q2 		$3M Buy
24,610
+239
+1% +$28.3K 2.05% 10
2015
Q1 		$2.88M Buy
24,371
+300
+1% +$33.3K 1.97% 16
2014
Q4 		$2.43M Buy
24,071
+469
+2% +$44.4K 2.05% 13
2014
Q3 		$2.04M Sell
23,602
-1,100
-4% -$93K 1.82% 17
2014
Q2 		$2.02M Buy
24,702
+200
+0.8% +$15.7K 1.75% 16
2014
Q1 		$2.01M Buy
24,502
+1,827
+8% +$138K 1.78% 17
2013
Q4 		$1.71M Sell
22,675
-1,025
-4% -$73.6K 1.49% 19
2013
Q3 		$1.7M Buy
23,700
+3,525
+17% +$252K 1.63% 19
2013
Q2 		$1.32M Buy
+20,175
New +$1.26M 1.32% 23

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

iAB Financial Bank's UNH Position: Q2 2017 in Review

iAB Financial Bank increased its UnitedHealth (UNH) stake by 0.23% in Q2 2017, buying an estimated $9.64K and bringing the position to 24,300 shares worth $4.51M. The position accounts for 2.21% of the portfolio, ranked #9.

iAB Financial Bank first reported a position in UNH in Q2 2013 and has held it in 17 quarters since. 1,488 funds tracked by Wall St. Rank hold UNH as of Q2 2017.

  • iAB Financial Bank held 24,300 shares of UnitedHealth worth $4.51M as of Q2 2017.
  • iAB Financial Bank bought 55 UnitedHealth shares in Q2 2017, an estimated $9.64K.
  • UnitedHealth made up 2.21% of iAB Financial Bank's portfolio in Q2 2017, its #9 holding.
  • iAB Financial Bank first reported a position in UnitedHealth in Q2 2013 and has held it in 17 quarters since.
  • 1,488 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2017.

Based on iAB Financial Bank's 13F filing for Q2 2017, filed 4 Aug 2017.