Kernodle & Katon Asset Management Group’s UnitedHealth UNH Stock Holding History

Kernodle & Katon Asset Management Group’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 Q1	$139K	Hold	847	–	–	0.08%	111
2016 Q4	$136K	Sell	847 -290	-26%	-$43.3K	0.08%	108
2016 Q3	$159K	Buy	1,137 +20	+2%	+$2.8K	0.1%	102
2016 Q2	$158K	Hold	1,117	–	–	0.15%	60
2016 Q1	$144K	Buy	1,117 +41	+4%	+$4.85K	0.14%	60
2015 Q4	$127K	Buy	+1,076	New	+$126K	0.12%	47

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Kernodle & Katon Asset Management Group's UNH Position: Q1 2017 in Review

Kernodle & Katon Asset Management Group held its UnitedHealth (UNH) position steady in Q1 2017 at 847 shares worth $139K. The position accounts for 0.08% of the portfolio, ranked #111.

Kernodle & Katon Asset Management Group first reported a position in UNH in Q4 2015 and has held it in 6 quarters since. The position peaked at $159K in Q3 2016. 1,451 funds tracked by Wall St. Rank hold UNH as of Q1 2017.

Kernodle & Katon Asset Management Group held 847 shares of UnitedHealth worth $139K as of Q1 2017.
Kernodle & Katon Asset Management Group left its UnitedHealth share count unchanged in Q1 2017.
UnitedHealth made up 0.08% of Kernodle & Katon Asset Management Group's portfolio in Q1 2017, its #111 holding.
Kernodle & Katon Asset Management Group first reported a position in UnitedHealth in Q4 2015 and has held it in 6 quarters since.
Kernodle & Katon Asset Management Group's UnitedHealth position peaked at $159K in Q3 2016.
1,451 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2017.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q1 2017, filed 12 May 2017.