Simmons First Trust’s UnitedHealth UNH Stock Holding History

Simmons First 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
2015 Q4	$664K	Buy	5,642 +85	+2%	+$9.94K	0.08%	180
2015 Q3	$645K	Sell	5,557 -1,972	-26%	-$236K	0.16%	106
2015 Q2	$919K	Sell	7,529 -42	-0.6%	-$4.97K	0.22%	96
2015 Q1	$896K	Sell	7,571 -24	-0.3%	-$2.67K	0.22%	94
2014 Q4	$768K	Buy	+7,595	New	+$720K	0.19%	99

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

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

Simmons First Trust's UNH Position: Q4 2015 in Review

Simmons First Trust increased its UnitedHealth (UNH) stake by 1.5% in Q4 2015, buying an estimated $9.94K and bringing the position to 5,642 shares worth $664K. The position accounts for 0.08% of the portfolio, ranked #180.

Simmons First Trust first reported a position in UNH in Q4 2014 and has held it in 5 quarters since. The position peaked at $919K in Q2 2015. 1,218 funds tracked by Wall St. Rank hold UNH as of Q4 2015.

Simmons First Trust held 5,642 shares of UnitedHealth worth $664K as of Q4 2015.
Simmons First Trust bought 85 UnitedHealth shares in Q4 2015, an estimated $9.94K.
UnitedHealth made up 0.08% of Simmons First Trust's portfolio in Q4 2015, its #180 holding.
Simmons First Trust first reported a position in UnitedHealth in Q4 2014 and has held it in 5 quarters since.
Simmons First Trust's UnitedHealth position peaked at $919K in Q2 2015.
1,218 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2015.

Based on Simmons First Trust's 13F filing for Q4 2015, filed 1 Feb 2016.