Stevens First Principles Investment Advisors’s UnitedHealth UNH Stock Holding History

Stevens First Principles Investment Advisors’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	–	Sell	-700	Closed	-$81K	–	206
2015 Q3	$81K	Buy	+700	New	+$83.8K	0.06%	100
2013 Q4	–	Sell	-15,515	Closed	-$1.11M	–	227
2013 Q3	$1.11M	Hold	15,515	–	–	0.66%	50
2013 Q2	$1.02M	Buy	+15,515	New	+$965K	0.72%	47

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

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

ClearBridge Investments New York $121B AUM 27.52% 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

Stevens First Principles Investment Advisors's UNH Position: Q4 2015 in Review

Stevens First Principles Investment Advisors sold out of UnitedHealth (UNH) in Q4 2015, closing a stake of 700 shares — an estimated $81K sold.

Stevens First Principles Investment Advisors first reported a position in UNH in Q2 2013 and held it in 3 quarters. The position peaked at $1.11M in Q3 2013. 1,221 funds tracked by Wall St. Rank hold UNH as of Q4 2015.

Stevens First Principles Investment Advisors reported no remaining UnitedHealth position as of Q4 2015 after selling out during the quarter.
Stevens First Principles Investment Advisors sold 700 UnitedHealth shares in Q4 2015, an estimated $81K.
Stevens First Principles Investment Advisors first reported a position in UnitedHealth in Q2 2013 and held it in 3 quarters.
Stevens First Principles Investment Advisors's UnitedHealth position peaked at $1.11M in Q3 2013.
1,221 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2015.

Based on Stevens First Principles Investment Advisors's 13F filing for Q4 2015, filed 29 Jan 2016.