Spero-Smith Investment Advisers’s UnitedHealth UNH Stock Holding History

Spero-Smith Investment 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 Q3	$427K	Buy	3,047 +6	+0.2%	+$840	0.57%	38
2016 Q2	$429K	Sell	3,041 -400	-12%	-$53.3K	0.53%	40
2016 Q1	$444K	Sell	3,441 -2,493	-42%	-$295K	0.56%	41
2015 Q4	$698K	Buy	+5,934	New	+$694K	0.89%	35

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

BIT

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Spero-Smith Investment Advisers's UNH Position: Q3 2016 in Review

Spero-Smith Investment Advisers increased its UnitedHealth (UNH) stake by 0.2% in Q3 2016, buying an estimated $840 and bringing the position to 3,047 shares worth $427K. The position accounts for 0.57% of the portfolio, ranked #38.

Spero-Smith Investment Advisers first reported a position in UNH in Q4 2015 and has held it in 4 quarters since. The position peaked at $698K in Q4 2015. 1,276 funds tracked by Wall St. Rank hold UNH as of Q3 2016.

Spero-Smith Investment Advisers held 3,047 shares of UnitedHealth worth $427K as of Q3 2016.
Spero-Smith Investment Advisers bought 6 UnitedHealth shares in Q3 2016, an estimated $840.
UnitedHealth made up 0.57% of Spero-Smith Investment Advisers's portfolio in Q3 2016, its #38 holding.
Spero-Smith Investment Advisers first reported a position in UnitedHealth in Q4 2015 and has held it in 4 quarters since.
Spero-Smith Investment Advisers's UnitedHealth position peaked at $698K in Q4 2015.
1,276 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2016.

Based on Spero-Smith Investment Advisers's 13F filing for Q3 2016, filed 31 Oct 2016.