New England Securities’s UnitedHealth UNH Stock Holding History

New England Securities’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
2014 Q4	$204K	Buy	2,022 +150	+8%	+$14.2K	0.07%	269
2014 Q3	$161K	Sell	1,872 -8,091	-81%	-$684K	0.06%	327
2014 Q2	$814K	Sell	9,963 -3,591	-26%	-$283K	0.28%	84
2014 Q1	$1.11M	Buy	13,554 +12,809	+1,719%	+$964K	0.43%	56
2013 Q4	$56K	Buy	745 +304	+69%	+$21.8K	0.02%	517
2013 Q3	$32K	Buy	441 +71	+19%	+$5.08K	0.02%	613
2013 Q2	$24K	Buy	+370	New	+$23K	0.02%	630

Other funds holding UNH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

ClearBridge Investments New York $115B AUM 24.78% 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

BIT

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

New England Securities's UNH Position: Q4 2014 in Review

New England Securities increased its UnitedHealth (UNH) stake by 8% in Q4 2014, buying an estimated $14.2K and bringing the position to 2,022 shares worth $204K. The position accounts for 0.07% of the portfolio, ranked #269.

New England Securities first reported a position in UNH in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.11M in Q1 2014. 1,108 funds tracked by Wall St. Rank hold UNH as of Q4 2014.

New England Securities held 2,022 shares of UnitedHealth worth $204K as of Q4 2014.
New England Securities bought 150 UnitedHealth shares in Q4 2014, an estimated $14.2K.
UnitedHealth made up 0.07% of New England Securities's portfolio in Q4 2014, its #269 holding.
New England Securities first reported a position in UnitedHealth in Q2 2013 and has held it in 7 quarters since.
New England Securities's UnitedHealth position peaked at $1.11M in Q1 2014.
1,108 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.