National Penn Investors Trust’s UnitedHealth UNH Stock Holding History

National Penn Investors 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 Q1	$15.8M	Sell	122,288 -6,293	-5%	-$744K	1.84%	22
2015 Q4	$15.1M	Sell	128,581 -3,349	-3%	-$391K	1.7%	24
2015 Q3	$15.3M	Buy	+131,930	New	+$15.8M	1.77%	22

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

National Penn Investors Trust's UNH Position: Q1 2016 in Review

National Penn Investors Trust reduced its UnitedHealth (UNH) stake by 4.9% in Q1 2016, selling an estimated $744K and leaving 122,288 shares worth $15.8M. The position accounts for 1.84% of the portfolio, ranked #22.

National Penn Investors Trust first reported a position in UNH in Q3 2015 and has held it in 3 quarters since. 1,220 funds tracked by Wall St. Rank hold UNH as of Q1 2016.

National Penn Investors Trust held 122,288 shares of UnitedHealth worth $15.8M as of Q1 2016.
National Penn Investors Trust sold 6,293 UnitedHealth shares in Q1 2016, an estimated $744K.
UnitedHealth made up 1.84% of National Penn Investors Trust's portfolio in Q1 2016, its #22 holding.
National Penn Investors Trust first reported a position in UnitedHealth in Q3 2015 and has held it in 3 quarters since.
1,220 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2016.

Based on National Penn Investors Trust's 13F filing for Q1 2016, filed 11 May 2016.