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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Lehman Financial Resources's UNH Position: Q4 2015 in Review

Lehman Financial Resources sold out of UnitedHealth (UNH) in Q4 2015, closing a stake of 400 shares — an estimated $46K sold.

Lehman Financial Resources first reported a position in UNH in Q3 2013 and held it in 9 quarters. The position peaked at $85K in Q2 2015. 1,221 funds tracked by Wall St. Rank hold UNH as of Q4 2015.

Lehman Financial Resources reported no remaining UnitedHealth position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 400 UnitedHealth shares in Q4 2015, an estimated $46K.
Lehman Financial Resources first reported a position in UnitedHealth in Q3 2013 and held it in 9 quarters.
Lehman Financial Resources's UnitedHealth position peaked at $85K in Q2 2015.
1,221 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.