Smith Hayes Advisers’s UnitedHealth UNH Stock Holding History

Smith Hayes Advisers’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	$488K	Buy	3,784 +97	+3%	+$11.5K	0.1%	199
2015 Q4	$434K	Sell	3,687 -97	-3%	-$11.3K	0.09%	207
2015 Q3	$439K	Buy	3,784 +100	+3%	+$12K	0.1%	197
2015 Q2	$449K	Sell	3,684 -114	-3%	-$13.5K	0.09%	215
2015 Q1	$449K	Buy	3,798 +137	+4%	+$15.2K	0.09%	223
2014 Q4	$370K	Buy	3,661 +54	+1%	+$5.12K	0.08%	232
2014 Q3	$311K	Hold	3,607	–	–	0.07%	234
2014 Q2	$295K	Buy	3,607 +47	+1%	+$3.7K	0.07%	232
2014 Q1	$292K	Buy	+3,560	New	+$268K	0.07%	226

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

Smith Hayes Advisers's UNH Position: Q1 2016 in Review

Smith Hayes Advisers increased its UnitedHealth (UNH) stake by 2.6% in Q1 2016, buying an estimated $11.5K and bringing the position to 3,784 shares worth $488K. The position accounts for 0.1% of the portfolio, ranked #199.

Smith Hayes Advisers first reported a position in UNH in Q1 2014 and has held it in 9 quarters since. 1,219 funds tracked by Wall St. Rank hold UNH as of Q1 2016.

Smith Hayes Advisers held 3,784 shares of UnitedHealth worth $488K as of Q1 2016.
Smith Hayes Advisers bought 97 UnitedHealth shares in Q1 2016, an estimated $11.5K.
UnitedHealth made up 0.1% of Smith Hayes Advisers's portfolio in Q1 2016, its #199 holding.
Smith Hayes Advisers first reported a position in UnitedHealth in Q1 2014 and has held it in 9 quarters since.
1,219 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2016.

Based on Smith Hayes Advisers's 13F filing for Q1 2016, filed 16 May 2016.