LFR
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Lehman Financial Resources’s UnitedHealth UNH Stock Holding History

Lehman Financial Resources’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
2015
Q4 		– Sell
-400
Closed -$46K – 329
2015
Q3 		$46K Sell
400
-300
-43% -$35.9K 0.02% 153
2015
Q2 		$85K Buy
700
+100
+17% +$11.8K 0.04% 114
2015
Q1 		$71K Buy
600
+200
+50% +$22.2K 0.03% 129
2014
Q4 		$40K Sell
400
-200
-33% -$19K 0.02% 164
2014
Q3 		$52K Buy
600
+100
+20% +$8.45K 0.03% 139
2014
Q2 		$41K Buy
500
+100
+25% +$7.87K 0.02% 163
2014
Q1 		$33K Hold
400
– – 0.02% 174
2013
Q4 		$30K Hold
400
– – 0.02% 175
2013
Q3 		$29K Buy
+400
New +$28.6K 0.02% 168

Other funds holding UNH

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return