Kanaly Trust’s UnitedHealth UNH Stock Holding History

Kanaly 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	$284K	Hold	1,772	–	–	0.06%	119
2016 Q3	$248K	Hold	1,772	–	–	0.05%	135
2016 Q2	$250K	Buy	1,772 +11	+0.6%	+$1.47K	0.05%	134
2016 Q1	$227K	Sell	1,761 -3	-0.2%	-$355	0.05%	135
2015 Q4	$208K	Sell	1,764 -16	-0.9%	-$1.87K	0.04%	140
2015 Q3	$206K	Sell	1,780 -2	-0.1%	-$239	0.05%	140
2015 Q2	$217K	Sell	1,782 -783	-31%	-$92.6K	0.04%	150
2015 Q1	$303K	Buy	2,565 +13	+0.5%	+$1.44K	0.06%	134
2014 Q4	$258K	Buy	2,552 +424	+20%	+$40.2K	0.05%	159
2014 Q3	$184K	Hold	2,128	–	–	0.04%	182
2014 Q2	$174K	Sell	2,128 -6,009	-74%	-$473K	0.03%	194
2014 Q1	$667K	Buy	8,137 +199	+3%	+$15K	0.13%	88
2013 Q4	$598K	Buy	+7,938	New	+$570K	0.12%	95

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

Kanaly Trust's UNH Position: Q4 2016 in Review

Kanaly Trust held its UnitedHealth (UNH) position steady in Q4 2016 at 1,772 shares worth $284K. The position accounts for 0.06% of the portfolio, ranked #119.

Kanaly Trust first reported a position in UNH in Q4 2013 and has held it in 13 quarters since. The position peaked at $667K in Q1 2014. 1,412 funds tracked by Wall St. Rank hold UNH as of Q4 2016.

Kanaly Trust held 1,772 shares of UnitedHealth worth $284K as of Q4 2016.
Kanaly Trust left its UnitedHealth share count unchanged in Q4 2016.
UnitedHealth made up 0.06% of Kanaly Trust's portfolio in Q4 2016, its #119 holding.
Kanaly Trust first reported a position in UnitedHealth in Q4 2013 and has held it in 13 quarters since.
Kanaly Trust's UnitedHealth position peaked at $667K in Q1 2014.
1,412 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.