Sterne Agee Group’s UnitedHealth UNH Stock Holding History

Sterne Agee Group’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 Q1	$2.75M	Buy	22,733 +2,840	+14%	+$315K	0.4%	77
2014 Q4	$2.01M	Sell	19,893 -939	-5%	-$89K	0.31%	96
2014 Q3	$1.8M	Buy	20,832 +3,812	+22%	+$322K	0.29%	112
2014 Q2	$1.39M	Buy	17,020 +3,060	+22%	+$241K	0.23%	142
2014 Q1	$1.15M	Buy	+13,960	New	+$1.05M	0.23%	150
2013 Q4	–	Sell	-14,362	Closed	-$1.03M	–	285
2013 Q3	$1.03M	Sell	14,362 -125	-0.9%	-$8.95K	0.4%	60
2013 Q2	$949K	Buy	+14,487	New	+$901K	0.34%	81

Other funds holding UNH

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BIT

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sterne Agee Group's UNH Position: Q1 2015 in Review

Sterne Agee Group increased its UnitedHealth (UNH) stake by 14% in Q1 2015, buying an estimated $315K and bringing the position to 22,733 shares worth $2.75M. The position accounts for 0.4% of the portfolio, ranked #77.

Sterne Agee Group first reported a position in UNH in Q2 2013 and has held it in 7 quarters since. 1,164 funds tracked by Wall St. Rank hold UNH as of Q1 2015.

Sterne Agee Group held 22,733 shares of UnitedHealth worth $2.75M as of Q1 2015.
Sterne Agee Group bought 2,840 UnitedHealth shares in Q1 2015, an estimated $315K.
UnitedHealth made up 0.4% of Sterne Agee Group's portfolio in Q1 2015, its #77 holding.
Sterne Agee Group first reported a position in UnitedHealth in Q2 2013 and has held it in 7 quarters since.
1,164 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2015.

Based on Sterne Agee Group's 13F filing for Q1 2015, filed 13 May 2015.