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Unitedhealth Group Inc (UNH)

Hypotheticals Contact Info Isins Cusips Symbols Summary Holdings/Transactions Report Options Columns to Show Preferences

Last Activity: 2009-11-06 Country: United StatesIndustry: Medical-Hmo

Transactions: Currently showing holdings/transactions Filed between 2009-08-08 and 2009-11-06
Prices: Currenty using base stock prices on Filing Date compared to stock prices on 2009-11-06

Hypotheticals

Hypotheticals use the owners holdings and changes reported as a model portfolio combining with stock price changes between the base price date and end price date. All results/returns are hypothetical and are not actual results!
 

Contact Information

9900 Bren Road East,Minnetonka, Mn 55343,,United States
Phone: 952-936-1300 Fax: 952-936-1949 Website: HTTP://WWW.UNITEDHEALTHGROUP.COM

ISIN International Securities Identification Number

US91324P1021

CUSIP Committee on Uniform Securities Identification Procedures

91324P102

Stock Symbols and Exchanges

Exchange Symbol Reuters Bloomberg Exchange Name MICR ACCR City Country Website
unhunh unh:us New York Stock Exchange xnys nyseNew YorkUnited States WWW.NYSE.COM

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Owners Summary

Owners: 1120Owners Buying: 479Buying Pct.: 42.76 %Owners Netrual: 71Neutral Pct.: 6.33 %Owners Selling: 552Selling Pct.: 49.28 %
Score: 2.89Brand New: 185Increase Existing: 294No Change: 71Sold Some: 375Dumped All: 177No Comparison: 18

Owners Reporting Options

Use 'As-Of/On' instead of 'Filed' for dates: Begin date: End date:
A begin price of 1900-01-01 will use the date filed for begin price: Begin Price date: End Price date:
- report date span limited to 100 days, all dates in format of yyyy-mm-dd, all fields required!

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Filed As Of/On Form Name
Fundclass Shares Activity Shares Change
Shares Change Pct. Hypothetical Old Value Hypothetical New Value Hypothetical Value Change
Hypothetical Return Hypothetical Results Director Ten Pct
Other Officer Officer Title History
News Article
   

Holdings/Transactions

FiledAs-Of/OnFormFullnameFund ClassSharesActivityShares ChangeShares Pct. ChangeHypothetical Old ValueHypothetical New Value Hypothetical Value Chg.Hypotheticals Return Hypotheticals Results Director Other Ten Pct Officer Officer Title News Article History
2009-11-062009-09-30 13F-HRAm Sustainable Asset Management LtdInstitution 73,997Added More24,35749.06 %$2,121,494$2,121,494$00.00 % $0News Article History of Am Sustainable Asset Management Ltd Ownership Of Unitedhealth Group Inc
2009-11-062009-09-30 13F-HR/ABaird Robert W And Co IncInstitution 808,461Added More575,637247.24 %$23,178,577$23,178,577$00.00 % $0News Article History of Baird Robert W And Co Inc Ownership Of Unitedhealth Group Inc
2009-11-062009-09-30 13F-HRBlair William And CoInstitution 33,330Sold Some-1,824,193-98.20 %$955,571$955,571$00.00 % $0News Article History of Blair William And Co Ownership Of Unitedhealth Group Inc
2009-11-062009-09-30 13F-HRChwab Charles Investment Management IncInstitution 2,421,123Added More279,69513.06 %$69,413,596$69,413,596$00.00 % $0News Article History of Chwab Charles Investment Management Inc Ownership Of Unitedhealth Group Inc
2009-11-062009-09-30 13F-HRCredit Suisse First BostonInstitution 2,700,870Sold Some-355,258-11.62 %$77,433,943$77,433,943$00.00 % $0News Article History of Credit Suisse First Boston Ownership Of Unitedhealth Group Inc
2009-11-062009-09-30 13F-HRDeere And CoInstitution 120,241Sold Some-2,927-2.37 %$3,447,309$3,447,309$00.00 % $0News Article History of Deere And Co Ownership Of Unitedhealth Group Inc
2009-11-062009-09-30 13F-HRDoolittle And Ganos Investment Counsel LlcInstitution 850New Holding850100 %$24,370$24,370$00.00 % $0News Article History of Doolittle And Ganos Investment Counsel Llc Ownership Of Unitedhealth Group Inc
2009-11-062009-09-30 13F-HREagle Ridge Investment ManagementNo Data 234,767Added More21,1809.91 %$6,730,770$6,730,770$00.00 % $0News Article History of Eagle Ridge Investment Management Ownership Of Unitedhealth Group Inc
2009-11-062009-09-30 13F-HRGenworth Financial IncInstitution Sold All-104-100 %0.00 % $0News Article History of Genworth Financial Inc Ownership Of Unitedhealth Group Inc
2009-11-062009-09-30 13F-HRHartford Investment Management CoInstitution 336,137Sold Some-20,810-5.82 %$9,637,048$9,637,048$00.00 % $0News Article History of Hartford Investment Management Co Ownership Of Unitedhealth Group Inc
2009-11-062009-09-30 13F-HRHawkins Capital L PInstitution 1,400,000Sold Some-100,000-6.66 %$40,138,000$40,138,000$00.00 % $0News Article History of Hawkins Capital L P Ownership Of Unitedhealth Group Inc
2009-11-062009-09-30 13F-HRLaurion Capital Management LpInstitution 71,765Sold Some-168,255-70.10 %$2,057,503$2,057,503$00.00 % $0News Article History of Laurion Capital Management Lp Ownership Of Unitedhealth Group Inc
2009-11-062009-09-30 13F-HRMetlife Securities IncInstitution 2,354Sold Some-861-26.78 %$67,489$67,489$00.00 % $0News Article History of Metlife Securities Inc Ownership Of Unitedhealth Group Inc
2009-11-062009-09-30 13F-HRMetropolitan Life Insurance CoInstitution 944,106Sold Some-121,528-11.40 %$27,067,519$27,067,519$00.00 % $0News Article History of Metropolitan Life Insurance Co Ownership Of Unitedhealth Group Inc
2009-11-062009-09-30 13F-HRMidas Management CorpInstitution Sold All-5,000-100 %0.00 % $0News Article History of Midas Management Corp Ownership Of Unitedhealth Group Inc
2009-11-062009-09-30 13F-HRMrj Capital IncInstitution Sold All-42,160-100 %0.00 % $0News Article History of Mrj Capital Inc Ownership Of Unitedhealth Group Inc
2009-11-062009-09-30 13F-HRNbt Bank N AInstitution 340New Holding340100 %$9,748$9,748$00.00 % $0News Article History of Nbt Bank N A Ownership Of Unitedhealth Group Inc
2009-11-062009-09-30 13F-HROund Shore Management IncInstitution 4,716,716Added More2,650,996128.33 %$135,228,248$135,228,248$00.00 % $0News Article History of Ound Shore Management Inc Ownership Of Unitedhealth Group Inc
2009-11-062009-09-30 13F-HRPioneer Investment Management IncInstitution 1,575,912Added More1,037,285192.57 %$45,181,397$45,181,397$00.00 % $0News Article History of Pioneer Investment Management Inc Ownership Of Unitedhealth Group Inc
2009-11-062009-09-30 13F-HRPnc Financial Services Group IncInstitution 396,471Sold Some-274,862-40.94 %$11,366,824$11,366,824$00.00 % $0News Article History of Pnc Financial Services Group Inc Ownership Of Unitedhealth Group Inc
2009-11-062009-09-30 13F-HRTeachers Advisors IncInstitution 942,628Added More16,1411.74 %$27,025,145$27,025,145$00.00 % $0News Article History of Teachers Advisors Inc Ownership Of Unitedhealth Group Inc
2009-11-062009-09-30 13F-HRTiaa Cref Investment Management LlcInstitution 8,076,546Sold Some-14,360-0.17 %$231,554,574$231,554,574$00.00 % $0News Article History of Tiaa Cref Investment Management Llc Ownership Of Unitedhealth Group Inc
2009-11-062009-09-30 13F-HRTrilogy Global Advisors LlcInstitution 1,380,634Sold Some-27,769-1.97 %$39,582,777$39,582,777$00.00 % $0News Article History of Trilogy Global Advisors Llc Ownership Of Unitedhealth Group Inc
2009-11-062009-09-30 13F-HRUnionbancal CorpInstitution 169,265Sold Some-12,055-6.64 %$4,852,828$4,852,828$00.00 % $0News Article History of Unionbancal Corp Ownership Of Unitedhealth Group Inc
2009-11-062009-09-30 13F-HRWaddell And Reed Financial IncInstitution 438,100Added More336,800332.47 %$12,560,327$12,560,327$00.00 % $0News Article History of Waddell And Reed Financial Inc Ownership Of Unitedhealth Group Inc
2009-11-062009-09-30 13F-HRWestport Resources Management IncInstitution 9,943Sold Some-2,000-16.74 %$285,066$285,066$00.00 % $0News Article History of Westport Resources Management Inc Ownership Of Unitedhealth Group Inc
2009-11-062009-09-30 13F-HRYnovus Financial CorpInstitution 333,253Added More196,974144.53 %$9,554,364$9,554,364$00.00 % $0News Article History of Ynovus Financial Corp Ownership Of Unitedhealth Group Inc
2009-11-062009-08-31 N-CSRJohn Hancock Funds Ii-Large Cap FundLarge-Cap Core 73,900New Holding73,900100 %$2,118,713$2,118,713$00.00 % $0News Article History of John Hancock Funds Ii-Large Cap Fund Ownership Of Unitedhealth Group Inc
2009-11-062009-03-31 13F-HRYhb Investment Advisors IncNo Data 35,963Sold Some-8,454-19.03 %$1,031,059$1,031,059$00.00 % $0News Article History of Yhb Investment Advisors Inc Ownership Of Unitedhealth Group Inc
2009-11-062008-12-31 13F-HRYhb Investment Advisors IncNo Data 44,417No Compare$1,273,435$1,273,435$00.00 % News Article History of Yhb Investment Advisors Inc Ownership Of Unitedhealth Group Inc
2009-11-052009-09-30 13F-HRAtlanta Life Investment Advisors IncInstitution 1,995Sold Some-742,705-99.73 %$56,279$57,197$9181.63 % $-341,644News Article History of Atlanta Life Investment Advisors Inc Ownership Of Unitedhealth Group Inc
2009-11-052009-09-30 13F-HRBank Of HawaiiInstitution 18,088Added More6,15651.59 %$510,262$518,583$8,3201.63 % $2,832News Article History of Bank Of Hawaii Ownership Of Unitedhealth Group Inc
2009-11-052009-09-30 13F-HRBanta Asset Management LpInstitution 64,800Sold Some-860-1.30 %$1,828,008$1,857,816$29,8081.63 % $-396News Article History of Banta Asset Management Lp Ownership Of Unitedhealth Group Inc
2009-11-052009-09-30 13F-HRExchange Capital Management IncInstitution 43,424Added More1,7904.29 %$1,224,991$1,244,966$19,9751.63 % $823News Article History of Exchange Capital Management Inc Ownership Of Unitedhealth Group Inc
2009-11-052009-09-30 13F-HRFixed Income Securities LpInstitution 10,900Sold Some-1,000-8.40 %$307,489$312,503$5,0141.63 % $-460News Article History of Fixed Income Securities Lp Ownership Of Unitedhealth Group Inc
2009-11-052009-09-30 13F-HRFocused Investors LlcInstitution 543,600Added More128,70031.01 %$15,334,956$15,585,012$250,0561.63 % $59,202News Article History of Focused Investors Llc Ownership Of Unitedhealth Group Inc
2009-11-052009-09-30 13F-HRGatemore Capital Management LlcInstitution 14,400No Change00 %$406,224$412,848$6,6241.63 % $0News Article History of Gatemore Capital Management Llc Ownership Of Unitedhealth Group Inc
2009-11-052009-09-30 13F-HRGuardian Investor Services LlcInstitution 32,134Sold Some-2,083-6.08 %$906,500$921,282$14,7821.63 % $-958News Article History of Guardian Investor Services Llc Ownership Of Unitedhealth Group Inc
2009-11-052009-09-30 13F-HR/AHuntington National BankInstitution 115,235Sold Some-10,133-8.08 %$3,250,779$3,303,787$53,0081.63 % $-4,661News Article History of Huntington National Bank Ownership Of Unitedhealth Group Inc
2009-11-052009-09-30 13F-HRLaird Norton Tyee Trust CoInstitution 8,174Sold Some-8,497-50.96 %$230,589$234,349$3,7601.63 % $-3,909News Article History of Laird Norton Tyee Trust Co Ownership Of Unitedhealth Group Inc
2009-11-052009-09-30 13F-HRMitsubishi Ufj Asset Management Co LtdNo Data 345,000Sold Some-22,400-6.09 %$9,732,450$9,891,150$158,7001.63 % $-10,304News Article History of Mitsubishi Ufj Asset Management Co Ltd Ownership Of Unitedhealth Group Inc
2009-11-052009-09-30 13F-HRNisa Investment Advisors L L CInstitution 494,609Sold Some-11,800-2.33 %$13,952,920$14,180,440$227,5201.63 % $-5,428News Article History of Nisa Investment Advisors L L C Ownership Of Unitedhealth Group Inc
2009-11-052009-09-30 13F-HRNow Capital Management LpInstitution 2,372,437Added More19,9170.84 %$66,926,448$68,017,769$1,091,3211.63 % $9,162News Article History of Now Capital Management Lp Ownership Of Unitedhealth Group Inc
2009-11-052009-09-30 13F-HROld Mutual Asset Managers Uk LtdInstitution 71,252New Holding71,252100 %$2,010,019$2,042,795$32,7761.63 % $32,776News Article History of Old Mutual Asset Managers Uk Ltd Ownership Of Unitedhealth Group Inc
2009-11-052009-09-30 13F-HRParametric Portfolio AssociateInstitution 1,749,621Sold Some-70,260-3.86 %$49,356,808$50,161,634$804,8261.63 % $-32,320News Article History of Parametric Portfolio Associate Ownership Of Unitedhealth Group Inc
2009-11-052009-09-30 13F-HRProfund Advisors LlcInstitution 60,874Added More6,18711.31 %$1,717,256$1,745,258$28,0021.63 % $2,846News Article History of Profund Advisors Llc Ownership Of Unitedhealth Group Inc
2009-11-052009-09-30 13F-HRProshare Advisors LlcInstitution 200,706Sold Some-146,841-42.25 %$5,661,916$5,754,241$92,3251.63 % $-67,547News Article History of Proshare Advisors Llc Ownership Of Unitedhealth Group Inc
2009-11-052009-09-30 13F-HRRoosevelt Investment Group IncInstitution Sold All-215-100 %1.63 % $-99News Article History of Roosevelt Investment Group Inc Ownership Of Unitedhealth Group Inc
2009-11-052009-09-30 13F-HRTal Global Asset Management IncInstitution 349,468Added More56,72619.37 %$9,858,492$10,019,248$160,7551.63 % $26,094News Article History of Tal Global Asset Management Inc Ownership Of Unitedhealth Group Inc
2009-11-052009-09-30 13F-HRTeacher Retirement System Of TexaInstitution 1,322,904Sold Some-889,057-40.19 %$37,319,122$37,927,658$608,5361.63 % $-408,966News Article History of Teacher Retirement System Of Texa Ownership Of Unitedhealth Group Inc
2009-11-052009-09-30 13F-HRValmark Advisers IncInstitution 484No Change00 %$13,654$13,876$2231.63 % $0News Article History of Valmark Advisers Inc Ownership Of Unitedhealth Group Inc
2009-11-052009-09-30 13F-HRValue Line IncInstitution 16,650Sold Some-61,600-78.72 %$469,697$477,356$7,6591.63 % $-28,336News Article History of Value Line Inc Ownership Of Unitedhealth Group Inc
2009-11-052009-09-30 13F-HRYhb Investment Advisors IncNo Data 38,438Added More2,8758.08 %$1,084,336$1,102,017$17,6811.63 % $1,323News Article History of Yhb Investment Advisors Inc Ownership Of Unitedhealth Group Inc
2009-11-052009-08-31 N-CSRClaymore Exchange Traded Fund Trust-Claymoreocean Tomo Patent EtfSpecialty & Misc 1,321No Change00 %$37,265$37,873$6081.63 % $0News Article History of Claymore Exchange Traded Fund Trust-Claymoreocean Tomo Patent Etf Ownership Of Unitedhealth Group Inc
2009-11-052009-08-31 N-CSRClaymore Exchange Traded Fund Trust-Zacks Sector RotationSpecialty & Misc 15,821New Holding15,821100 %$446,310$453,588$7,2781.63 % $7,278News Article History of Claymore Exchange Traded Fund Trust-Zacks Sector Rotation Ownership Of Unitedhealth Group Inc
2009-11-042009-09-30 13F-HRBabson Capital Management LlcInstitution 169,450Sold Some-22,400-11.67 %$4,722,572$4,858,132$135,5602.87 % $-17,920News Article History of Babson Capital Management Llc Ownership Of Unitedhealth Group Inc
2009-11-042009-09-30 13F-HRBotti Brown Asset Management LlcInstitution Sold All-228,500-100 %2.87 % $-182,800News Article History of Botti Brown Asset Management Llc Ownership Of Unitedhealth Group Inc
2009-11-042009-09-30 13F-HR/ABoys Arnold And Co IncInstitution 14,232Added More720.50 %$396,646$408,031$11,3862.87 % $58News Article History of Boys Arnold And Co Inc Ownership Of Unitedhealth Group Inc
2009-11-042009-09-30 13F-HRCheck Capital Management IncInstitution 251,831Sold Some-23,299-8.46 %$7,018,530$7,219,995$201,4652.87 % $-18,639News Article History of Check Capital Management Inc Ownership Of Unitedhealth Group Inc
2009-11-042009-09-30 13F-HRCurian Capital LlcInstitution 20,498Sold Some-148,654-87.88 %$571,279$587,678$16,3982.87 % $-118,923News Article History of Curian Capital Llc Ownership Of Unitedhealth Group Inc
2009-11-042009-09-30 13F-HREvergreen Capital Management LlcInstitution 72,000Added More230.03 %$2,006,640$2,064,240$57,6002.87 % $18News Article History of Evergreen Capital Management Llc Ownership Of Unitedhealth Group Inc
2009-11-042009-09-30 13F-HRFirst Community Bank Trust And Financial Services DivisonInstitution 2,325No Change00 %$64,798$66,658$1,8602.87 % $0News Article History of First Community Bank Trust And Financial Services Divison Ownership Of Unitedhealth Group Inc
2009-11-042009-09-30 13F-HRFoster Motley IncInstitution 18,204Sold Some-3,000-14.14 %$507,345$521,909$14,5632.87 % $-2,400News Article History of Foster Motley Inc Ownership Of Unitedhealth Group Inc
2009-11-042009-09-30 13F-HRGw Capital Management InccoInstitution 302,985Sold Some-3,733-1.21 %$8,444,192$8,686,580$242,3882.87 % $-2,986News Article History of Gw Capital Management Incco Ownership Of Unitedhealth Group Inc
2009-11-042009-09-30 13F-HRLehrer Management Co IncInstitution 45,491New Holding45,491100 %$1,267,834$1,304,227$36,3932.87 % $36,393News Article History of Lehrer Management Co Inc Ownership Of Unitedhealth Group Inc
2009-11-042009-09-30 13F-HRMitsubishi Ufj Trust Banking CorpNo Data 1,631,023Added More51,0533.23 %$45,456,611$46,761,429$1,304,8182.87 % $40,842News Article History of Mitsubishi Ufj Trust Banking Corp Ownership Of Unitedhealth Group Inc
2009-11-042009-09-30 13F-HROptimum Investment AdvisorInstitution 32,062Sold Some-617-1.88 %$893,568$919,218$25,6502.87 % $-494News Article History of Optimum Investment Advisor Ownership Of Unitedhealth Group Inc
2009-11-042009-09-30 13F-HROuth Texas Money Management LtdInstitution 201,675New Holding201,675100 %$5,620,682$5,782,022$161,3402.87 % $161,340News Article History of Outh Texas Money Management Ltd Ownership Of Unitedhealth Group Inc
2009-11-042009-09-30 13F-HRTimucuan Asset Management IncInstitution 498,041Sold Some-12,967-2.53 %$13,880,403$14,278,835$398,4332.87 % $-10,374News Article History of Timucuan Asset Management Inc Ownership Of Unitedhealth Group Inc
2009-11-042009-09-30 13F-HRTradeworx IncInstitution Sold All-13,565-100 %2.87 % $-10,852News Article History of Tradeworx Inc Ownership Of Unitedhealth Group Inc
2009-11-042009-09-30 13F-HRWeitz Wallace R And CoInstitution 1,022,500Sold Some-669,260-39.55 %$28,497,075$29,315,075$818,0002.87 % $-535,408News Article History of Weitz Wallace R And Co Ownership Of Unitedhealth Group Inc
2009-11-042009-08-31 N-CSRGa Funds-Ssga Core Edge Equity FundNo Data 3,907Added More2697.39 %$108,888$112,014$3,1262.87 % $215News Article History of Ga Funds-Ssga Core Edge Equity Fund Ownership Of Unitedhealth Group Inc
2009-11-042009-08-31 N-CSRGa Funds-Ssga Iam Shares FundSpecialty & Misc 17,700No Change00 %$493,299$507,459$14,1602.87 % $0News Article History of Ga Funds-Ssga Iam Shares Fund Ownership Of Unitedhealth Group Inc
2009-11-042009-08-31 N-CSRSGmo Trust-Gmo Developed World Stock FundSpecialty & Misc Sold All-37,415-100 %2.87 % $-29,932News Article History of Gmo Trust-Gmo Developed World Stock Fund Ownership Of Unitedhealth Group Inc
2009-11-042009-08-31 N-CSRSGmo Trust-Gmo Value FundMulti-Cap Value Sold All-5,953,315-100 %2.87 % $-4,762,652News Article History of Gmo Trust-Gmo Value Fund Ownership Of Unitedhealth Group Inc
2009-11-042009-08-31 N-CSRLegg Mason Partners Equity Trust-Legg Mason Partners Aggressive Growth FundMulti-Cap Growth 12,384,980New Holding12,384,980100 %$345,169,393$355,077,377$9,907,9842.87 % $9,907,984News Article History of Legg Mason Partners Equity Trust-Legg Mason Partners Aggressive Growth Fund Ownership Of Unitedhealth Group Inc
2009-11-032009-09-30 13F-HRAnchor Capital Advisors IncInstitution 14,500New Holding14,500100 %$390,195$415,715$25,5206.54 % $25,520News Article History of Anchor Capital Advisors Inc Ownership Of Unitedhealth Group Inc
2009-11-032009-09-30 13F-HRApg All Pensions GroupInstitution 3,685,207Sold Some-6,819-0.18 %$99,168,920$105,654,885$6,485,9646.54 % $-12,001News Article History of Apg All Pensions Group Ownership Of Unitedhealth Group Inc
2009-11-032009-09-30 13F-HRChinook Capital ManagementInstitution 49,973Sold Some-92-0.18 %$1,344,773$1,432,726$87,9526.54 % $-162News Article History of Chinook Capital Management Ownership Of Unitedhealth Group Inc
2009-11-032009-09-30 13F-HRConning Asset Management CoInstitution 61,443Added More3,4655.97 %$1,653,431$1,761,571$108,1406.54 % $6,098News Article History of Conning Asset Management Co Ownership Of Unitedhealth Group Inc
2009-11-032009-09-30 13F-HRDuff And Phelps Investment Management CoInstitution 21,155Added More600.28 %$569,281$606,514$37,2336.54 % $106News Article History of Duff And Phelps Investment Management Co Ownership Of Unitedhealth Group Inc
2009-11-032009-09-30 13F-HRIxis Asset Management Advisors L PInstitution 288,398Sold Some-31,613-9.87 %$7,760,790$8,268,371$507,5806.54 % $-55,639News Article History of Ixis Asset Management Advisors L P Ownership Of Unitedhealth Group Inc
2009-11-032009-09-30 13F-HRKylands Capital LlcInstitution 55,500Sold Some-14,550-20.77 %$1,493,505$1,591,185$97,6806.54 % $-25,608News Article History of Kylands Capital Llc Ownership Of Unitedhealth Group Inc
2009-11-032009-09-30 13F-HR/ALeavell T And Associates IncInstitution 40,800Added More10,00032.46 %$1,097,928$1,169,736$71,8086.54 % $17,600News Article History of Leavell T And Associates Inc Ownership Of Unitedhealth Group Inc
2009-11-032009-09-30 13F-HRLoyalis Financial Services NvInstitution 23,990Added More4,37122.27 %$645,571$687,793$42,2226.54 % $7,693News Article History of Loyalis Financial Services Nv Ownership Of Unitedhealth Group Inc
2009-11-032009-09-30 13F-HRM And T Bank CorpInstitution 330,269Sold Some-14,600-4.23 %$8,887,539$9,468,812$581,2736.54 % $-25,696News Article History of M And T Bank Corp Ownership Of Unitedhealth Group Inc
2009-11-032009-09-30 13F-HRMogy Joel R Investment Counsel IncInstitution 9,758Sold Some-18,200-65.09 %$262,588$279,762$17,1746.54 % $-32,032News Article History of Mogy Joel R Investment Counsel Inc Ownership Of Unitedhealth Group Inc
2009-11-032009-09-30 13F-HRPrivate Trust Co NaInstitution Sold All-1,997-100 %6.54 % $-3,515News Article History of Private Trust Co Na Ownership Of Unitedhealth Group Inc
2009-11-032009-09-30 13F-HRPrudential Financial IncInstitution 6,036,680Added More636,83411.79 %$162,447,059$173,071,616$10,624,5576.54 % $1,120,828News Article History of Prudential Financial Inc Ownership Of Unitedhealth Group Inc
2009-11-032009-09-30 13F-HRQwest Asset Management CoInstitution 20,139No Change00 %$541,940$577,385$35,4456.54 % $0News Article History of Qwest Asset Management Co Ownership Of Unitedhealth Group Inc
2009-11-032009-09-30 13F-HRTurner Investment Partners IncInstitution 97,020Added More30,89046.71 %$2,610,808$2,781,563$170,7556.54 % $54,366News Article History of Turner Investment Partners Inc Ownership Of Unitedhealth Group Inc
2009-11-032009-08-31 N-CSRCalifornia Investment Trust-S And P 500 Index FundS&P 500 Index 9,862Sold Some-1,337-11.93 %$265,386$282,744$17,3576.54 % $-2,353News Article History of California Investment Trust-S And P 500 Index Fund Ownership Of Unitedhealth Group Inc
2009-11-032009-03-01 N-CSRSManagers Amg Funds-Systematic Value FundMulti-Cap Value 43,300Added More19,60082.70 %$1,165,203$1,241,411$76,2086.54 % $34,496News Article History of Managers Amg Funds-Systematic Value Fund Ownership Of Unitedhealth Group Inc
2009-11-022009-09-30 13F-HR/AAdvanced Investment Partners LlcNo Data 288,576Sold Some-2,375-0.81 %$7,624,178$8,273,474$649,2968.51 % $-5,344News Article History of Advanced Investment Partners Llc Ownership Of Unitedhealth Group Inc
2009-11-022009-09-30 13F-HRBbva Usa Bancshares IncInstitution 16,356Sold Some-1,522-8.51 %$432,126$468,927$36,8018.51 % $-3,425News Article History of Bbva Usa Bancshares Inc Ownership Of Unitedhealth Group Inc
2009-11-022009-09-30 13F-HRBryn Mawr Trust CoInstitution 1,745No Change00 %$46,103$50,029$3,9268.51 % $0News Article History of Bryn Mawr Trust Co Ownership Of Unitedhealth Group Inc
2009-11-022009-09-30 13F-HRCitizens Bank Wealth Management NaInstitution 115Sold Some-996-89.64 %$3,038$3,297$2598.51 % $-2,241News Article History of Citizens Bank Wealth Management Na Ownership Of Unitedhealth Group Inc
2009-11-022009-09-30 13F-HRDowling And Yahnke IncInstitution 37,173Added More6,95523.01 %$982,111$1,065,750$83,6398.51 % $15,649News Article History of Dowling And Yahnke Inc Ownership Of Unitedhealth Group Inc
2009-11-022009-09-30 13F-HREmerald Advisers IncInstitution 13,288Added More4,47950.84 %$351,069$380,967$29,8988.51 % $10,078News Article History of Emerald Advisers Inc Ownership Of Unitedhealth Group Inc
2009-11-022009-09-30 13F-HRGhp Investment Advisors IncInstitution Sold All-324-100 %8.51 % $-729News Article History of Ghp Investment Advisors Inc Ownership Of Unitedhealth Group Inc
2009-11-022009-09-30 13F-HRGolden Capital Management LlcInstitution 131,345Added More16,35014.21 %$3,470,135$3,765,661$295,5268.51 % $36,788News Article History of Golden Capital Management Llc Ownership Of Unitedhealth Group Inc
2009-11-022009-09-30 13F-HRHay Assets Management IncInstitution 70,000No Change00 %$1,849,400$2,006,900$157,5008.51 % $0News Article History of Hay Assets Management Inc Ownership Of Unitedhealth Group Inc
2009-11-022009-09-30 13F-HRHussman Econometrics Advisors IncInstitution 1,500,000No Change00 %$39,630,000$43,005,000$3,375,0008.51 % $0News Article History of Hussman Econometrics Advisors Inc Ownership Of Unitedhealth Group Inc
2009-11-022009-09-30 13F-HRLane Douglas C And Associates IncInstitution 38,445Sold Some-152,360-79.85 %$1,015,717$1,102,218$86,5018.51 % $-342,810News Article History of Lane Douglas C And Associates Inc Ownership Of Unitedhealth Group Inc
2009-11-022009-09-30 13F-HRMontag A And Associates IncInstitution 34,350Sold Some-71,050-67.40 %$907,527$984,815$77,2888.51 % $-159,863News Article History of Montag A And Associates Inc Ownership Of Unitedhealth Group Inc
2009-11-022009-09-30 13F-HRMoody National Bank Trust DivisionInstitution 10,420Sold Some-25-0.23 %$275,296$298,741$23,4458.51 % $-56News Article History of Moody National Bank Trust Division Ownership Of Unitedhealth Group Inc
2009-11-022009-09-30 13F-HRNcm Capital Advisers IncInstitution 6,857New Holding6,857100 %$181,162$196,590$15,4288.51 % $15,428News Article History of Ncm Capital Advisers Inc Ownership Of Unitedhealth Group Inc
2009-11-022009-09-30 13F-HRNcm Capital Management Group IncInstitution 214,057New Holding214,057100 %$5,655,386$6,137,014$481,6288.51 % $481,628News Article History of Ncm Capital Management Group Inc Ownership Of Unitedhealth Group Inc
2009-11-022009-09-30 13F-HRNeedham Investment Management LlcInstitution 89,000No Change00 %$2,351,380$2,551,630$200,2508.51 % $0News Article History of Needham Investment Management Llc Ownership Of Unitedhealth Group Inc
2009-11-022009-09-30 13F-HR/APenn Mutual Life Insurance CoInstitution 16,488Sold Some-11,313-40.69 %$435,613$472,711$37,0988.51 % $-25,454News Article History of Penn Mutual Life Insurance Co Ownership Of Unitedhealth Group Inc
2009-11-022009-09-30 13F-HRThrivent Financial For LutheranInstitution 1,743,830Added More306,03021.28 %$46,071,989$49,995,606$3,923,6188.51 % $688,568News Article History of Thrivent Financial For Lutheran Ownership Of Unitedhealth Group Inc
2009-11-022009-08-31 N-CSRSFidelity Select Portfolios-Health Care PortfolioHealth/Biotech 433,282Sold Some-1,093,296-71.61 %$11,447,310$12,422,195$974,8858.51 % $-2,459,916News Article History of Fidelity Select Portfolios-Health Care Portfolio Ownership Of Unitedhealth Group Inc
2009-11-022009-08-31 N-CSRSFidelity Select Portfolios-Medical Delivery PortfolioHealth/Biotech 1,499,597Sold Some-34,500-2.24 %$39,619,353$42,993,446$3,374,0938.51 % $-77,625News Article History of Fidelity Select Portfolios-Medical Delivery Portfolio Ownership Of Unitedhealth Group Inc
2009-11-022009-08-31 N-CSRSFidelity Select Portfolios-Pharmaceuticals PortfolioHealth/Biotech 18,200New Holding18,200100 %$480,844$521,794$40,9508.51 % $40,950News Article History of Fidelity Select Portfolios-Pharmaceuticals Portfolio Ownership Of Unitedhealth Group Inc
2009-10-302009-09-30 13F-HRClinton Group IncInstitution 15,500Sold Some-19,500-55.71 %$402,225$444,385$42,16010.48 % $-53,040News Article History of Clinton Group Inc Ownership Of Unitedhealth Group Inc
2009-10-302009-09-30 13F-HRConnable Office IncInstitution 35,604Sold Some-350-0.97 %$923,924$1,020,767$96,84310.48 % $-952News Article History of Connable Office Inc Ownership Of Unitedhealth Group Inc
2009-10-302009-09-30 N-QForum Funds-Auxier Focus FundMulti-Cap Value 36,200No Change00 %$939,390$1,037,854$98,46410.48 % $0News Article History of Forum Funds-Auxier Focus Fund Ownership Of Unitedhealth Group Inc
2009-10-302009-09-30 13F-HRGeneral Electric CoInstitution 2,983,981Added More9990.03 %$77,434,307$85,550,735$8,116,42810.48 % $2,717News Article History of General Electric Co Ownership Of Unitedhealth Group Inc
2009-10-302009-09-30 13F-HRMainstream Investment Advisers LlcInstitution 20,184Sold Some-400-1.94 %$523,775$578,675$54,90010.48 % $-1,088News Article History of Mainstream Investment Advisers Llc Ownership Of Unitedhealth Group Inc
2009-10-302009-09-30 13F-HROld National BancorpInstitution Sold All-8,437-100 %10.48 % $-22,949News Article History of Old National Bancorp Ownership Of Unitedhealth Group Inc
2009-10-302009-09-30 13F-HROxford Asset ManagementInstitution 110,226Added More2,1371.97 %$2,860,365$3,160,179$299,81510.48 % $5,813News Article History of Oxford Asset Management Ownership Of Unitedhealth Group Inc
2009-10-302009-09-30 13F-HRPears Abacus Advisors LlcInstitution 421,499Added More11,3812.77 %$10,937,899$12,084,376$1,146,47710.48 % $30,956News Article History of Pears Abacus Advisors Llc Ownership Of Unitedhealth Group Inc
2009-10-302009-09-30 13F-HR/APerkins Capital Management IncInstitution 25,450Added More4001.59 %$660,428$729,652$69,22410.48 % $1,088News Article History of Perkins Capital Management Inc Ownership Of Unitedhealth Group Inc
2009-10-302009-09-30 13F-HRRobeco Investment Management IncInstitution 728,245Added More126,41021.00 %$18,897,958$20,878,784$1,980,82610.48 % $343,835News Article History of Robeco Investment Management Inc Ownership Of Unitedhealth Group Inc
2009-10-302009-09-30 13F-HRSustainable Asset Management Usa IncNo Data 12,913New Holding12,913100 %$335,092$370,216$35,12310.48 % $35,123News Article History of Sustainable Asset Management Usa Inc Ownership Of Unitedhealth Group Inc
2009-10-302009-09-30 13F-HRTexas Permanent School FundInstitution 999,384Sold Some-27,319-2.66 %$25,934,015$28,652,339$2,718,32410.48 % $-74,308News Article History of Texas Permanent School Fund Ownership Of Unitedhealth Group Inc
2009-10-302009-09-30 13F-HRTocqueville Asset Management LpInstitution 10,294Added More2001.98 %$267,129$295,129$28,00010.48 % $544News Article History of Tocqueville Asset Management Lp Ownership Of Unitedhealth Group Inc
2009-10-302009-09-30 13F-HRWedge Capital Management L L PInstitution 1,198,470Sold Some-277,500-18.80 %$31,100,297$34,360,135$3,259,83810.48 % $-754,800News Article History of Wedge Capital Management L L P Ownership Of Unitedhealth Group Inc
2009-10-302009-09-30 13F-HRWesbanco Bank IncInstitution 9,463Sold Some-250-2.57 %$245,565$271,304$25,73910.48 % $-680News Article History of Wesbanco Bank Inc Ownership Of Unitedhealth Group Inc
2009-10-302009-08-31 N-CSRSAmcap Fund Inc-Amcap Fund IncMulti-Cap Core 4,495,284Sold Some-1,286,716-22.25 %$116,652,620$128,879,792$12,227,17210.48 % $-3,499,868News Article History of Amcap Fund Inc-Amcap Fund Inc Ownership Of Unitedhealth Group Inc
2009-10-302009-08-31 N-QEi Institutional Investments Trust-Siit Large Cap FundLarge-Cap Core Sold All-319,944-100 %10.48 % $-870,248News Article History of Ei Institutional Investments Trust-Siit Large Cap Fund Ownership Of Unitedhealth Group Inc
2009-10-302009-08-31 N-QFidelity Advisor Series I-Balanced FundMixed-Asset Target Allocation Moderate 129,138Added More19,96918.29 %$3,351,131$3,702,386$351,25510.48 % $54,316News Article History of Fidelity Advisor Series I-Balanced Fund Ownership Of Unitedhealth Group Inc
2009-10-302009-08-31 N-QFidelity Advisor Series I-Balanced FundMixed-Asset Target Allocation Moderate 330,400Added More221,231202.65 %$8,573,880$9,472,568$898,68810.48 % $601,748News Article History of Fidelity Advisor Series I-Balanced Fund Ownership Of Unitedhealth Group Inc
2009-10-302009-08-31 N-QFidelity Advisor Series I-Growth Opportunities FundLarge-Cap Core 187,759Sold Some-875,341-82.33 %$4,872,346$5,383,051$510,70410.48 % $-2,380,928News Article History of Fidelity Advisor Series I-Growth Opportunities Fund Ownership Of Unitedhealth Group Inc
2009-10-302009-08-31 N-QFidelity Advisor Series I-Large Cap FundLarge-Cap Core 162,800Added More28,30021.04 %$4,224,660$4,667,476$442,81610.48 % $76,976News Article History of Fidelity Advisor Series I-Large Cap Fund Ownership Of Unitedhealth Group Inc
2009-10-302009-08-31 N-CSRSFidelity Commonwealth Trust Ii-Fidelity Large Cap Growth Enhanced Index FundLarge-Cap Growth 3,000Sold Some-700-18.91 %$77,850$86,010$8,16010.48 % $-1,904News Article History of Fidelity Commonwealth Trust Ii-Fidelity Large Cap Growth Enhanced Index Fund Ownership Of Unitedhealth Group Inc
2009-10-302009-08-31 N-CSRSFidelity Commonwealth Trust Ii-Fidelity Large Cap Value Enhanced Index FundLarge-Cap Value 16,074Added More12,349331.51 %$417,120$460,842$43,72110.48 % $33,589News Article History of Fidelity Commonwealth Trust Ii-Fidelity Large Cap Value Enhanced Index Fund Ownership Of Unitedhealth Group Inc
2009-10-302009-08-31 N-QFidelity Commonwealth Trust-Fidelity 100 Index FundSpecialty & Misc 1,108,639Sold Some-120,048-9.77 %$28,769,182$31,784,680$3,015,49810.48 % $-326,531News Article History of Fidelity Commonwealth Trust-Fidelity 100 Index Fund Ownership Of Unitedhealth Group Inc
2009-10-302009-08-31 N-QFidelity Financial Trust-Fidelity Independence FundSpecialty & Misc 47,400Sold Some-135,860-74.13 %$1,230,030$1,358,958$128,92810.48 % $-369,539News Article History of Fidelity Financial Trust-Fidelity Independence Fund Ownership Of Unitedhealth Group Inc
2009-10-302009-08-31 N-QFidelity Mt Vernon Street Trust-Fidelity Aggressive Growth FundMulti-Cap Growth Sold All-2,856,400-100 %10.48 % $-7,769,408News Article History of Fidelity Mt Vernon Street Trust-Fidelity Aggressive Growth Fund Ownership Of Unitedhealth Group Inc
2009-10-302009-08-31 N-QFidelity Mt Vernon Street Trust-Fidelity Growth Company FundMulti-Cap Growth 3,621,400Sold Some-620,000-14.61 %$93,975,330$103,825,538$9,850,20810.48 % $-1,686,400News Article History of Fidelity Mt Vernon Street Trust-Fidelity Growth Company Fund Ownership Of Unitedhealth Group Inc
2009-10-302009-08-31 N-QFidelity Securities Fund-Agressive Growth FundGlobal Small/Mid-Cap Growth Sold All-1,510,000-100 %10.48 % $-4,107,200News Article History of Fidelity Securities Fund-Agressive Growth Fund Ownership Of Unitedhealth Group Inc
2009-10-302009-08-31 N-CSRGrowth Fund Of America Inc-Growth Fund Of America IncMulti-Cap Growth 12,756,000Added More1,250,00010.86 %$331,018,200$365,714,520$34,696,32010.48 % $3,400,000News Article History of Growth Fund Of America Inc-Growth Fund Of America Inc Ownership Of Unitedhealth Group Inc
2009-10-302009-08-31 N-CSRJennison Value Fund-Jennison Value FundMulti-Cap Value Sold All-149,000-100 %10.48 % $-405,280News Article History of Jennison Value Fund-Jennison Value Fund Ownership Of Unitedhealth Group Inc
2009-10-302009-08-31 N-QVanguard Wellington Fund-Vanguard Wellington FundMixed-Asset Target Allocation Growth 9,350,800Added More500,0005.64 %$242,653,260$268,087,436$25,434,17610.48 % $1,360,000News Article History of Vanguard Wellington Fund-Vanguard Wellington Fund Ownership Of Unitedhealth Group Inc
2009-10-302009-08-31 N-CSRVanguard World Fund-Vanguard Ftse Social Index FundLarge-Cap Core 151,309Sold Some-5,486-3.49 %$3,926,469$4,338,029$411,56010.48 % $-14,922News Article History of Vanguard World Fund-Vanguard Ftse Social Index Fund Ownership Of Unitedhealth Group Inc
2009-10-302009-08-31 N-CSRVanguard World Fund-Vanguard Health Care Index FundHealth/Biotech 543,441Sold Some-30,738-5.35 %$14,102,294$15,580,453$1,478,16010.48 % $-83,607News Article History of Vanguard World Fund-Vanguard Health Care Index Fund Ownership Of Unitedhealth Group Inc
2009-10-302009-08-31 N-CSRVanguard World Fund-Vanguard International Growth FundInternational Large-Cap Core Sold All-775,600-100 %10.48 % $-2,109,632News Article History of Vanguard World Fund-Vanguard International Growth Fund Ownership Of Unitedhealth Group Inc
2009-10-302009-08-31 N-CSRVanguard World Fund-Vanguard Mega Cap 300 Index FundNo Data 85,465Added More43,364102.99 %$2,217,817$2,450,282$232,46510.48 % $117,950News Article History of Vanguard World Fund-Vanguard Mega Cap 300 Index Fund Ownership Of Unitedhealth Group Inc
2009-10-292009-09-30 13F-HRAuxier Asset ManagementInstitution 69,275No Compare$1,833,709$1,986,114$152,4058.31 % News Article History of Auxier Asset Management Ownership Of Unitedhealth Group Inc
2009-10-292009-09-30 13F-HRDimensional Fund Advisors IncInstitution 1,900,611Added More167,3809.65 %$50,309,173$54,490,517$4,181,3448.31 % $368,236News Article History of Dimensional Fund Advisors Inc Ownership Of Unitedhealth Group Inc
2009-10-292009-09-30 13F-HREizert Capital Partners LlcInstitution 504,009Sold Some-25,937-4.89 %$13,341,118$14,449,938$1,108,8208.31 % $-57,061News Article History of Eizert Capital Partners Llc Ownership Of Unitedhealth Group Inc
2009-10-292009-09-30 13F-HRGreenway Trading LlcInstitution 28,800Added More6,10026.87 %$762,336$825,696$63,3608.31 % $13,420News Article History of Greenway Trading Llc Ownership Of Unitedhealth Group Inc
2009-10-292009-09-30 13F-HRGreenwich Wealth Management LlcInstitution 251,000Added More1,0000.40 %$6,643,970$7,196,170$552,2008.31 % $2,200News Article History of Greenwich Wealth Management Llc Ownership Of Unitedhealth Group Inc
2009-10-292009-09-30 13F-HRPrudential Corp PlcInstitution Sold All-257,109-100 %8.31 % $-565,640News Article History of Prudential Corp Plc Ownership Of Unitedhealth Group Inc
2009-10-292009-08-31 N-QDreyfus Premier Manager Funds Ii-Balanced Opportunity FundMixed-Asset Target Allocation Growth Sold All-21,270-100 %8.31 % $-46,794News Article History of Dreyfus Premier Manager Funds Ii-Balanced Opportunity Fund Ownership Of Unitedhealth Group Inc
2009-10-292009-08-31 N-QEaton Vance Special Investment Trust-Eaton Vance Enhanced Equity Option Income FundNo Data 1,108New Holding1,108100 %$29,329$31,766$2,4388.31 % $2,438News Article History of Eaton Vance Special Investment Trust-Eaton Vance Enhanced Equity Option Income Fund Ownership Of Unitedhealth Group Inc
2009-10-292009-08-31 N-QEaton Vance Special Investment Trust-Eaton Vance Risk-Managed Equity Option Income FundNo Data 19,355New Holding19,355100 %$512,327$554,908$42,5818.31 % $42,581News Article History of Eaton Vance Special Investment Trust-Eaton Vance Risk-Managed Equity Option Income Fund Ownership Of Unitedhealth Group Inc
2009-10-292009-08-31 N-QEvergreen Equity Trust De-Evergreen Market Index FundSpecialty & Misc 34,616Sold Some-74,840-68.37 %$916,286$992,441$76,1558.31 % $-164,648News Article History of Evergreen Equity Trust De-Evergreen Market Index Fund Ownership Of Unitedhealth Group Inc
2009-10-292009-08-31 N-QEvergreen Equity Trust De-Evergreen Market Index Growth FundMulti-Cap Growth Sold All-44,826-100 %8.31 % $-98,617News Article History of Evergreen Equity Trust De-Evergreen Market Index Growth Fund Ownership Of Unitedhealth Group Inc
2009-10-292009-08-31 N-QEvergreen Equity Trust De-Evergreen Market Index Value FundMulti-Cap Value 107,958Added More34,68747.34 %$2,857,648$3,095,156$237,5088.31 % $76,311News Article History of Evergreen Equity Trust De-Evergreen Market Index Value Fund Ownership Of Unitedhealth Group Inc
2009-10-292009-08-31 N-QFdp Series Inc-Marsico Growth Fdp FundLarge-Cap Growth Sold All-110,482-100 %8.31 % $-243,060News Article History of Fdp Series Inc-Marsico Growth Fdp Fund Ownership Of Unitedhealth Group Inc
2009-10-292009-08-31 N-QRiversource Managers Series Inc-Riversource Fundamental Growth FundLarge-Cap Core 173,530New Holding173,530100 %$4,593,339$4,975,105$381,7668.31 % $381,766News Article History of Riversource Managers Series Inc-Riversource Fundamental Growth Fund Ownership Of Unitedhealth Group Inc
2009-10-292009-08-31 N-QTrust For Professional Managers-Bristlecone FundNo Data Sold All-2,100-100 %8.31 % $-4,620News Article History of Trust For Professional Managers-Bristlecone Fund Ownership Of Unitedhealth Group Inc
2009-10-292009-08-31 N-QTrust For Professional Managers-Schooner Growth And Income FundNo Data 2,700New Holding2,700100 %$71,469$77,409$5,9408.31 % $5,940News Article History of Trust For Professional Managers-Schooner Growth And Income Fund Ownership Of Unitedhealth Group Inc
2009-10-292009-08-31 N-QUsaa Mutual Funds Trust-Balanced Strategy FundFlexible Portfolio 14,300Sold Some-17,700-55.31 %$378,521$409,981$31,4608.31 % $-38,940News Article History of Usaa Mutual Funds Trust-Balanced Strategy Fund Ownership Of Unitedhealth Group Inc
2009-10-292009-08-31 N-QUsaa Mutual Funds Trust-Cornerstone Strategy FundSpecialty & Misc Sold All-175,200-100 %8.31 % $-385,440News Article History of Usaa Mutual Funds Trust-Cornerstone Strategy Fund Ownership Of Unitedhealth Group Inc
2009-10-292009-08-31 N-QUsaa Mutual Funds Trust-Growth FundMulti-Cap Growth Sold All-214,400-100 %8.31 % $-471,680News Article History of Usaa Mutual Funds Trust-Growth Fund Ownership Of Unitedhealth Group Inc
2009-10-292009-08-31 N-QUsaa Mutual Funds Trust-Growth FundMulti-Cap Growth Sold All-3,400-100 %8.31 % $-7,480News Article History of Usaa Mutual Funds Trust-Growth Fund Ownership Of Unitedhealth Group Inc
2009-10-292009-08-31 N-QValic Co I-Asset Allocation FundSpecialty & Misc 6,520New Holding6,520100 %$172,584$186,928$14,3448.31 % $14,344News Article History of Valic Co I-Asset Allocation Fund Ownership Of Unitedhealth Group Inc
2009-10-292009-08-31 N-QValic Co I-Health Sciences FundHealth/Biotech 42,000Added More3000.71 %$1,111,740$1,204,140$92,4008.31 % $660News Article History of Valic Co I-Health Sciences Fund Ownership Of Unitedhealth Group Inc
2009-10-292009-08-31 N-QValic Co I-Large Capital Growth FundLarge-Cap Growth 128,983Added More27,45027.03 %$3,414,180$3,697,943$283,7638.31 % $60,390News Article History of Valic Co I-Large Capital Growth Fund Ownership Of Unitedhealth Group Inc
2009-10-292009-08-31 N-QValic Co I-Social Awareness FundMixed-Asset Target Allocation Growth 27,513Sold Some-9,051-24.75 %$728,269$788,798$60,5298.31 % $-19,912News Article History of Valic Co I-Social Awareness Fund Ownership Of Unitedhealth Group Inc
2009-10-292009-06-30 13F-HR/AHuntington National BankInstitution 125,368Sold Some-7,259-5.47 %$3,318,491$3,594,301$275,8108.31 % $-15,970News Article History of Huntington National Bank Ownership Of Unitedhealth Group Inc
2009-10-282009-09-30 13F-HRAbner Herrman And Brock IncInstitution 97,335New Holding97,335100 %$2,519,030$2,790,594$271,56510.78 % $271,565News Article History of Abner Herrman And Brock Inc Ownership Of Unitedhealth Group Inc
2009-10-282009-09-30 13F-HRCapital City Trust CoInstitution 204Sold Some-200-49.50 %$5,280$5,849$56910.78 % $-558News Article History of Capital City Trust Co Ownership Of Unitedhealth Group Inc
2009-10-282009-09-30 13F-HRChevy Chase Trust Holdings IncNo Data 1,112,616Sold Some-61,250-5.21 %$28,794,502$31,898,701$3,104,19910.78 % $-170,888News Article History of Chevy Chase Trust Holdings Inc Ownership Of Unitedhealth Group Inc
2009-10-282009-09-30 13F-HRCourier Capital CorpInstitution 11,265No Compare$291,538$322,968$31,42910.78 % News Article History of Courier Capital Corp Ownership Of Unitedhealth Group Inc
2009-10-282009-09-30 13F-HRDean C H And Associates IncInstitution 69,349Sold Some-1,360-1.92 %$1,794,752$1,988,236$193,48410.78 % $-3,794News Article History of Dean C H And Associates Inc Ownership Of Unitedhealth Group Inc
2009-10-282009-09-30 13F-HREntry Investment Management IncInstitution 122,000New Holding122,000100 %$3,157,360$3,497,740$340,38010.78 % $340,380News Article History of Entry Investment Management Inc Ownership Of Unitedhealth Group Inc
2009-10-282009-09-30 13F-HRGuaranty Trust Co Of MissouriInstitution 28,965Sold Some-4,110-12.42 %$749,614$830,427$80,81210.78 % $-11,467News Article History of Guaranty Trust Co Of Missouri Ownership Of Unitedhealth Group Inc
2009-10-282009-09-30 13F-HRNiederhoffer R G Capital Management IncInstitution 51,500New Holding51,500100 %$1,332,820$1,476,505$143,68510.78 % $143,685News Article History of Niederhoffer R G Capital Management Inc Ownership Of Unitedhealth Group Inc
2009-10-282009-09-30 13F-HROlaris Asset Management LlcInstitution Sold All-3,000-100 %10.78 % $-8,370News Article History of Olaris Asset Management Llc Ownership Of Unitedhealth Group Inc
2009-10-282009-09-30 13F-HRPf Beheer BvInstitution 187,285No Change00 %$4,846,936$5,369,461$522,52510.78 % $0News Article History of Pf Beheer Bv Ownership Of Unitedhealth Group Inc
2009-10-282009-09-30 13F-HRSandy Spring BankNo Data 1,368No Change00 %$35,404$39,221$3,81710.78 % $0News Article History of Sandy Spring Bank Ownership Of Unitedhealth Group Inc
2009-10-282009-09-30 13F-HRYacktman Asset Management CoInstitution 1,540,615Added More787,315104.51 %$39,871,116$44,169,432$4,298,31610.78 % $2,196,609News Article History of Yacktman Asset Management Co Ownership Of Unitedhealth Group Inc
2009-10-282009-08-31 N-QAlliancebernstein Balanced Shares Inc-Alliancebernstein Balanced Shares IncFlexible Portfolio 327,000No Change00 %$8,462,760$9,375,090$912,33010.78 % $0News Article History of Alliancebernstein Balanced Shares Inc-Alliancebernstein Balanced Shares Inc Ownership Of Unitedhealth Group Inc
2009-10-282009-08-31 N-QAlliancebernstein Focused Growth And Income Fund Inc-Alliancebernstein Focused Growth And Income Fund IncMulti-Cap Growth 80,030No Change00 %$2,071,176$2,294,460$223,28410.78 % $0News Article History of Alliancebernstein Focused Growth And Income Fund Inc-Alliancebernstein Focused Growth And Income Fund Inc Ownership Of Unitedhealth Group Inc
2009-10-282009-08-31 N-QAmerican Century Strategic Asset Allocations Inc-Newton FundSmall-Cap Core 45,800Sold Some-197,918-81.20 %$1,185,304$1,313,086$127,78210.78 % $-552,191News Article History of American Century Strategic Asset Allocations Inc-Newton Fund Ownership Of Unitedhealth Group Inc
2009-10-282009-08-31 N-QAmerican Century World Mutual Funds Inc-Global Growth FundGlobal Large-Cap Growth Sold All-46,421-100 %10.78 % $-129,515News Article History of American Century World Mutual Funds Inc-Global Growth Fund Ownership Of Unitedhealth Group Inc
2009-10-282009-08-31 N-QDws Securities Trust-Dws Health Care FundHealth/Biotech 97,620Added More9000.93 %$2,526,406$2,798,765$272,36010.78 % $2,511News Article History of Dws Securities Trust-Dws Health Care Fund Ownership Of Unitedhealth Group Inc
2009-10-282009-08-31 N-CSRSFidelity Concord Street Trust-Spartan International Index FundGlobal Flex Port Sold All-2,792,409-100 %10.78 % $-7,790,821News Article History of Fidelity Concord Street Trust-Spartan International Index Fund Ownership Of Unitedhealth Group Inc
2009-10-282009-08-31 N-CSROppenheimer Capital Appreciation Fund-Oppenheimer Capital Appreciation FundLarge-Cap Growth 658,260New Holding658,260100 %$17,035,769$18,872,314$1,836,54510.78 % $1,836,545News Article History of Oppenheimer Capital Appreciation Fund-Oppenheimer Capital Appreciation Fund Ownership Of Unitedhealth Group Inc
2009-10-272009-09-30 13F-HRDupont Capital ManagementInstitution 173,710Sold Some-418,870-70.68 %$4,603,315$4,980,266$376,9518.18 % $-908,948News Article History of Dupont Capital Management Ownership Of Unitedhealth Group Inc
2009-10-272009-09-30 13F-HREaward Management CorpInstitution Sold All-6,892-100 %8.18 % $-14,956News Article History of Eaward Management Corp Ownership Of Unitedhealth Group Inc
2009-10-272009-09-30 13F-HREssex Investment Management Co LlcInstitution 42,550Sold Some-15,000-26.06 %$1,127,575$1,219,909$92,3348.18 % $-32,550News Article History of Essex Investment Management Co Llc Ownership Of Unitedhealth Group Inc
2009-10-272009-09-30 13F-HRFirst Manhattan CoInstitution 848,208Sold Some-9,020-1.05 %$22,477,512$24,318,123$1,840,6118.18 % $-19,573News Article History of First Manhattan Co Ownership Of Unitedhealth Group Inc
2009-10-272009-09-30 13F-HRHartford Financial Management IncInstitution 934Added More750407.60 %$24,751$26,778$2,0278.18 % $1,628News Article History of Hartford Financial Management Inc Ownership Of Unitedhealth Group Inc
2009-10-272009-09-30 13F-HRHl Financial Services LlcInstitution 9,914Added More4414.65 %$262,721$284,234$21,5138.18 % $957News Article History of Hl Financial Services Llc Ownership Of Unitedhealth Group Inc
2009-10-272009-09-30 13F-HRParametric Risk Advisors LlcInstitution 23,029New Holding23,029100 %$610,269$660,241$49,9738.18 % $49,973News Article History of Parametric Risk Advisors Llc Ownership Of Unitedhealth Group Inc
2009-10-272009-09-30 13F-HRThomas White International LtdInstitution 35,041Sold Some-509-1.43 %$928,587$1,004,625$76,0398.18 % $-1,105News Article History of Thomas White International Ltd Ownership Of Unitedhealth Group Inc
2009-10-272009-09-30 13F-HRVision Capital Management IncInstitution 73,835Sold Some-2,765-3.60 %$1,956,628$2,116,849$160,2228.18 % $-6,000News Article History of Vision Capital Management Inc Ownership Of Unitedhealth Group Inc
2009-10-272009-09-09 13F-HRFirst National Bank Of Mount Dora Trust Investment ServiceInstitution 1,000No Change00 %$26,500$28,670$2,1708.18 % $0News Article History of First National Bank Of Mount Dora Trust Investment Service Ownership Of Unitedhealth Group Inc
2009-10-262009-09-30 13F-HRBourgeon Capital Management LlcInstitution 20,000New Holding20,000100 %$506,200$573,400$67,20013.27 % $67,200News Article History of Bourgeon Capital Management Llc Ownership Of Unitedhealth Group Inc
2009-10-262009-09-30 13F-HRCapital Advisors IncInstitution Sold All-124,785-100 %13.27 % $-419,278News Article History of Capital Advisors Inc Ownership Of Unitedhealth Group Inc
2009-10-262009-09-30 13F-HRCoho Partners LtdInstitution 160,621Added More21,11015.13 %$4,065,318$4,605,004$539,68713.27 % $70,930News Article History of Coho Partners Ltd Ownership Of Unitedhealth Group Inc
2009-10-262009-08-31 N-QClaymore Exchange Traded Fund Trust-Claymoremorningstar Services Super Sector Index EtfSpecialty & Misc 654Sold Some-32-4.66 %$16,553$18,750$2,19713.27 % $-108News Article History of Claymore Exchange Traded Fund Trust-Claymoremorningstar Services Super Sector Index Etf Ownership Of Unitedhealth Group Inc
2009-10-262009-08-31 N-CSREaton Vance Tax Advantaged Dividend Income FundInstitution 230,000No Compare$5,821,300$6,594,100$772,80013.27 % News Article History of Eaton Vance Tax Advantaged Dividend Income Fund Ownership Of Unitedhealth Group Inc
2009-10-262009-08-31 N-QIng Equity Trust-Ing Convertible FundSpecialty & Misc 26,400New Holding26,400100 %$668,184$756,888$88,70413.27 % $88,704News Article History of Ing Equity Trust-Ing Convertible Fund Ownership Of Unitedhealth Group Inc
2009-10-262009-08-31 N-QIng Equity Trust-Ing Opportunistic Largecap FundLarge-Cap Core 9,500Sold Some-200-2.06 %$240,445$272,365$31,92013.27 % $-672News Article History of Ing Equity Trust-Ing Opportunistic Largecap Fund Ownership Of Unitedhealth Group Inc
2009-10-262009-08-31 N-QIng Series Fund Inc-Ing Balanced FundMixed-Asset Target Allocation Moderate 12,007New Holding12,007100 %$303,897$344,241$40,34413.27 % $40,344News Article History of Ing Series Fund Inc-Ing Balanced Fund Ownership Of Unitedhealth Group Inc
2009-10-262009-08-31 N-QIng Series Fund Inc-Ing Corporate Leaders 100 FundNo Data 3,160Added More1003.26 %$79,980$90,597$10,61813.27 % $336News Article History of Ing Series Fund Inc-Ing Corporate Leaders 100 Fund Ownership Of Unitedhealth Group Inc
2009-10-262009-08-31 N-QIng Series Fund Inc-Ing Index Plus Largecap FundLarge-Cap Core 72,005Sold Some-3,600-4.76 %$1,822,447$2,064,383$241,93713.27 % $-12,096News Article History of Ing Series Fund Inc-Ing Index Plus Largecap Fund Ownership Of Unitedhealth Group Inc
2009-10-262009-08-31 N-QTdax Funds Inc-Tdax Independence 2010 Exchange-Traded FundMixed-Asset Target 2010 Funds Sold All-504-100 %13.27 % $-1,693News Article History of Tdax Funds Inc-Tdax Independence 2010 Exchange-Traded Fund Ownership Of Unitedhealth Group Inc
2009-10-262009-08-31 N-QTdax Funds Inc-Tdax Independence 2020 Exchange-Traded FundMixed-Asset Target 2020 Funds Sold All-2,836-100 %13.27 % $-9,529News Article History of Tdax Funds Inc-Tdax Independence 2020 Exchange-Traded Fund Ownership Of Unitedhealth Group Inc
2009-10-262009-08-31 N-QTdax Funds Inc-Tdax Independence 2030 Exchange-Traded FundMixed-Asset Target 2030 Funds Sold All-3,771-100 %13.27 % $-12,671News Article History of Tdax Funds Inc-Tdax Independence 2030 Exchange-Traded Fund Ownership Of Unitedhealth Group Inc
2009-10-262009-08-31 N-QTdax Funds Inc-Tdax Independence 2040 Exchange-Traded FundMixed-Asset Target 2030+ Funds Sold All-4,195-100 %13.27 % $-14,095News Article History of Tdax Funds Inc-Tdax Independence 2040 Exchange-Traded Fund Ownership Of Unitedhealth Group Inc
2009-10-262009-08-31 N-QTdax Funds Inc-Tdax Independence In-Target Exchange-Traded FundSpecialty & Misc Sold All-389-100 %13.27 % $-1,307News Article History of Tdax Funds Inc-Tdax Independence In-Target Exchange-Traded Fund Ownership Of Unitedhealth Group Inc
2009-10-222009-09-30 13F-HRBlackrock IncNo Data 1,604,927Sold Some-1,491,750-48.17 %$41,262,673$46,013,257$4,750,58411.51 % $-4,415,580News Article History of Blackrock Inc Ownership Of Unitedhealth Group Inc
2009-10-092009-07-31 N-CSRAdvisors Inner Circle Fund Ii-Value FundSmall-Cap Core 489Sold Some-140-22.25 %$12,064$14,020$1,95616.21 % $-560News Article History of Advisors Inner Circle Fund Ii-Value Fund Ownership Of Unitedhealth Group Inc
2009-10-092009-07-31 N-CSRFirst Trust Exchange-Traded Alphadex Fund-First Trust Health Care Alphadex FundHealth/Biotech 7,965Sold Some-634-7.37 %$196,497$228,357$31,86016.21 % $-2,536News Article History of First Trust Exchange-Traded Alphadex Fund-First Trust Health Care Alphadex Fund Ownership Of Unitedhealth Group Inc
2009-10-092009-07-31 N-CSRIshares Trust-Ishares Nyse 100 Index FundSpecialty & Misc 15,585Sold Some-1,995-11.34 %$384,482$446,822$62,34016.21 % $-7,980News Article History of Ishares Trust-Ishares Nyse 100 Index Fund Ownership Of Unitedhealth Group Inc
2009-10-092009-07-31 N-CSRLord Abbett Large Cap Growth Fund-Lord Abbett Large Cap Growth FundLarge-Cap Growth 18,000New Holding18,000100 %$444,060$516,060$72,00016.21 % $72,000News Article History of Lord Abbett Large Cap Growth Fund-Lord Abbett Large Cap Growth Fund Ownership Of Unitedhealth Group Inc
2009-10-082009-07-31 N-CSRMorgan Stanley Series Funds-Morgan Stanley Commodities Alpha FundNo Data Sold All-800-100 %18.66 % $-3,608News Article History of Morgan Stanley Series Funds-Morgan Stanley Commodities Alpha Fund Ownership Of Unitedhealth Group Inc
2009-10-082008-07-31 N-CSRMorgan Stanley Health Sciences Trust-NoneSpecialty & Misc 179,409New Holding179,409100 %$4,334,521$5,143,656$809,13518.66 % $809,135News Article History of Morgan Stanley Health Sciences Trust-None Ownership Of Unitedhealth Group Inc
2009-10-072009-07-31 N-CSRFidelity Advisor Series Vii-Fidelity Advisor Health Care FundHealth/Biotech 322,338Sold Some-155,071-32.48 %$8,074,567$9,241,430$1,166,86414.45 % $-561,357News Article History of Fidelity Advisor Series Vii-Fidelity Advisor Health Care Fund Ownership Of Unitedhealth Group Inc
2009-10-072009-07-31 N-CSRSFidelity Devonshire Trust-Fidelity Series All-Sector Equity FundNo Data 1,001,041Added More632,341171.50 %$25,076,077$28,699,845$3,623,76814.45 % $2,289,074News Article History of Fidelity Devonshire Trust-Fidelity Series All-Sector Equity Fund Ownership Of Unitedhealth Group Inc
2009-10-072009-07-31 N-CSRProfunds-Bull ProfundLarge-Cap Core 11,607Sold Some-6,073-34.34 %$290,755$332,773$42,01714.45 % $-21,984News Article History of Profunds-Bull Profund Ownership Of Unitedhealth Group Inc
2009-10-072009-07-31 N-CSRProfunds-Health Care Ultrasector ProfundHealth/Biotech 5,183New Holding5,183100 %$129,834$148,597$18,76214.45 % $18,762News Article History of Profunds-Health Care Ultrasector Profund Ownership Of Unitedhealth Group Inc
2009-10-072009-07-31 N-CSRSUnamerica Series Trust-Balanced PortfolioFlexible Portfolio Sold All-1,925-100 %14.45 % $-6,969News Article History of Unamerica Series Trust-Balanced Portfolio Ownership Of Unitedhealth Group Inc
2009-10-072009-07-31 N-CSRSUnamerica Series Trust-Blue Chip Growth PortfolioMulti-Cap Growth Sold All-14,400-100 %14.45 % $-52,128News Article History of Unamerica Series Trust-Blue Chip Growth Portfolio Ownership Of Unitedhealth Group Inc
2009-10-072009-07-31 N-CSRSUnamerica Series Trust-Mfs Total Return PortfolioSpecialty & Misc Sold All-50,020-100 %14.45 % $-181,072News Article History of Unamerica Series Trust-Mfs Total Return Portfolio Ownership Of Unitedhealth Group Inc
2009-10-062009-07-31 N-CSRGreen Century Funds-Green Century Balanced FundMixed-Asset Target Allocation Growth 7,530No Change00 %$183,581$215,885$32,30417.59 % $0News Article History of Green Century Funds-Green Century Balanced Fund Ownership Of Unitedhealth Group Inc
2009-10-022009-07-31 N-CSRFifth Third Funds-Fifth Third Institutional Money Market FundSpecialty & Misc Sold All-444,074-100 %18.08 % $-1,949,485News Article History of Fifth Third Funds-Fifth Third Institutional Money Market Fund Ownership Of Unitedhealth Group Inc
2009-10-022009-07-31 N-CSRPacific Capital Funds-Growth Stock FundLarge-Cap Growth 6,200Sold Some-1,100-15.06 %$150,536$177,754$27,21818.08 % $-4,829News Article History of Pacific Capital Funds-Growth Stock Fund Ownership Of Unitedhealth Group Inc
2009-10-022009-07-31 N-CSRUsaa Mutual Funds Trust-Growth FundMulti-Cap Growth 214,400New Holding214,400100 %$5,205,632$6,146,848$941,21618.08 % $941,216News Article History of Usaa Mutual Funds Trust-Growth Fund Ownership Of Unitedhealth Group Inc
2009-10-022009-07-31 N-CSRUsaa Mutual Funds Trust-Growth FundMulti-Cap Growth 3,400New Holding3,400100 %$82,552$97,478$14,92618.08 % $14,926News Article History of Usaa Mutual Funds Trust-Growth Fund Ownership Of Unitedhealth Group Inc
2009-10-022009-07-31 N-CSRUsaa Mutual Funds Trust-Income FundEquity Income 263,100New Holding263,100100 %$6,388,068$7,543,077$1,155,00918.08 % $1,155,009News Article History of Usaa Mutual Funds Trust-Income Fund Ownership Of Unitedhealth Group Inc
2009-10-022009-07-31 N-CSRUsaa Mutual Funds Trust-Income Stock FundEquity Income 1,017,995Added More136,60015.49 %$24,716,919$29,185,917$4,468,99818.08 % $599,674News Article History of Usaa Mutual Funds Trust-Income Stock Fund Ownership Of Unitedhealth Group Inc
2009-10-022009-07-31 N-CSRUsaa Mutual Funds Trust-Value FundMulti-Cap Value 70,420Added More60,420604.20 %$1,709,798$2,018,941$309,14418.08 % $265,244News Article History of Usaa Mutual Funds Trust-Value Fund Ownership Of Unitedhealth Group Inc
2009-10-022009-07-31 N-CSRUsaa Mutual Funds Trust-Value FundMulti-Cap Value 147,600Sold Some-181,900-55.20 %$3,583,728$4,231,692$647,96418.08 % $-798,541News Article History of Usaa Mutual Funds Trust-Value Fund Ownership Of Unitedhealth Group Inc
2009-10-022009-07-31 N-CSRUsaa Mutual Funds Trust-Value FundMulti-Cap Value 147,600Added More137,6001376.00 %$3,583,728$4,231,692$647,96418.08 % $604,064News Article History of Usaa Mutual Funds Trust-Value Fund Ownership Of Unitedhealth Group Inc
2009-10-022009-07-31 N-CSRUsaa Mutual Funds Trust-Value FundMulti-Cap Value 70,420Sold Some-259,080-78.62 %$1,709,798$2,018,941$309,14418.08 % $-1,137,361News Article History of Usaa Mutual Funds Trust-Value Fund Ownership Of Unitedhealth Group Inc
2009-09-302009-07-31 N-CSREndowments De-Growth And Income PortfolioMulti-Cap Growth 78,000Added More35,00081.39 %$1,953,120$2,236,260$283,14014.49 % $127,050News Article History of Endowments De-Growth And Income Portfolio Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QAim Equity Funds-Aim Charter FundLarge-Cap Core 886,930New Holding886,930100 %$22,776,362$25,428,283$2,651,92111.64 % $2,651,921News Article History of Aim Equity Funds-Aim Charter Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QAim Equity Funds-Aim Large Cap Basic Value FundLarge-Cap Value 580,206Added More315,494119.18 %$14,899,690$16,634,506$1,734,81611.64 % $943,327News Article History of Aim Equity Funds-Aim Large Cap Basic Value Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QAim Equity Funds-Aim Large Cap Growth FundLarge-Cap Growth 458,015Added More64,20816.30 %$11,761,825$13,131,290$1,369,46511.64 % $191,982News Article History of Aim Equity Funds-Aim Large Cap Growth Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QAim Investment Funds-Aim Developing Markets FundEmerging Markets 520,252New Holding520,252100 %$13,360,071$14,915,625$1,555,55311.64 % $1,555,553News Article History of Aim Investment Funds-Aim Developing Markets Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QAim Investment Funds-Aim Libor Alpha FundSpecialty & Misc 155,000New Holding155,000100 %$3,980,400$4,443,850$463,45011.64 % $463,450News Article History of Aim Investment Funds-Aim Libor Alpha Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QAmerican Beacon Funds-American Beacon Balanced FundMixed-Asset Target Allocation Growth 72,300No Change00 %$1,856,664$2,072,841$216,17711.64 % $0News Article History of American Beacon Funds-American Beacon Balanced Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QAmerican Beacon Funds-American Beacon Large Cap Value FundLarge-Cap Value 827,800Added More14,2001.74 %$21,257,904$23,733,026$2,475,12211.64 % $42,458News Article History of American Beacon Funds-American Beacon Large Cap Value Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QAmerican Century Mutual Funds Inc-Capital Growth FundLarge-Cap Growth 3,745Added More1,43261.91 %$96,172$107,369$11,19811.64 % $4,282News Article History of American Century Mutual Funds Inc-Capital Growth Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QAmerican Century Mutual Funds Inc-Focused Growth FundLarge-Cap Growth 257Added More4018.43 %$6,600$7,368$76811.64 % $120News Article History of American Century Mutual Funds Inc-Focused Growth Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QAmerican Century Mutual Funds Inc-Giftrust FundSpecialty & Misc Sold All-165,100-100 %11.64 % $-493,649News Article History of American Century Mutual Funds Inc-Giftrust Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QAmerican Century Mutual Funds Inc-Growth FundLarge-Cap Growth 513,900Sold Some-65,000-11.22 %$13,196,952$14,733,513$1,536,56111.64 % $-194,350News Article History of American Century Mutual Funds Inc-Growth Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QAmerican Century Mutual Funds Inc-Heritage FundMid-Cap Growth Sold All-356,800-100 %11.64 % $-1,066,832News Article History of American Century Mutual Funds Inc-Heritage Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QAmerican Century Mutual Funds Inc-Select FundNo Data 1,124,374Added More1,003,765832.24 %$28,873,924$32,235,803$3,361,87811.64 % $3,001,257News Article History of American Century Mutual Funds Inc-Select Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QAmerican Century Mutual Funds Inc-Ultra FundLarge-Cap Growth 3,059,000Added More2,240,000273.50 %$78,555,120$87,701,530$9,146,41011.64 % $6,697,600News Article History of American Century Mutual Funds Inc-Ultra Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QAmerican Century Mutual Funds Inc-Veedot FundMid-Cap Core Sold All-47,500-100 %11.64 % $-142,025News Article History of American Century Mutual Funds Inc-Veedot Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QAmerican Century Mutual Funds Inc-Vista FundMid-Cap Growth Sold All-1,413,600-100 %11.64 % $-4,226,664News Article History of American Century Mutual Funds Inc-Vista Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QAmerican Independence Funds Trust-Fusion FundNo Data 7,300Added More5,124235.47 %$187,464$209,291$21,82711.64 % $15,321News Article History of American Independence Funds Trust-Fusion Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QCentury Capital Managment Trust-Century Shares TrustSpecialty & Misc Sold All-187,481-100 %11.64 % $-560,568News Article History of Century Capital Managment Trust-Century Shares Trust Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QChroder Global Series Trust-North American Equity FundSpecialty & Misc 76,950Added More11,00016.67 %$1,976,076$2,206,157$230,08111.64 % $32,890News Article History of Chroder Global Series Trust-North American Equity Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QDelaware Pooled Trust Inc-Delaware Reit FundReal Estate 219,100Sold Some-149,400-40.54 %$5,626,488$6,281,597$655,10911.64 % $-446,706News Article History of Delaware Pooled Trust Inc-Delaware Reit Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QDfa Investment Dimensions Group Inc-International Core Equity PortfolioInternational Small-Mid-Cap Value 831,189No Change00 %$21,344,934$23,830,189$2,485,25511.64 % $0News Article History of Dfa Investment Dimensions Group Inc-International Core Equity Portfolio Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QDfa Investment Dimensions Group Inc-International Vector Equity PortfolioNo Data 71,996Added More53,496289.16 %$1,848,857$2,064,125$215,26811.64 % $159,953News Article History of Dfa Investment Dimensions Group Inc-International Vector Equity Portfolio Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QDfa Investment Dimensions Group Inc-Us Sustainability Core 1 PortfolioNo Data 4,100Added More1,30046.42 %$105,288$117,547$12,25911.64 % $3,887News Article History of Dfa Investment Dimensions Group Inc-Us Sustainability Core 1 Portfolio Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QDfa Investment Trust Co-Global Large Company SerieLarge-Cap Core 444,088Sold Some-10,307-2.26 %$11,404,180$12,732,003$1,327,82311.64 % $-30,818News Article History of Dfa Investment Trust Co-Global Large Company Serie Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QDfa Investment Trust Co-International Value SerieMulti-Cap Value Sold All-453,521-100 %11.64 % $-1,356,028News Article History of Dfa Investment Trust Co-International Value Serie Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QDws Balanced Fund-Dws Balanced FundFlexible Portfolio 6,500Sold Some-11,900-64.67 %$166,920$186,355$19,43511.64 % $-35,581News Article History of Dws Balanced Fund-Dws Balanced Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-Q/AEaton Vance Mutual Funds Trust-Eaton Vance Dividend Income FundEquity Income 200,000New Holding200,000100 %$5,136,000$5,734,000$598,00011.64 % $598,000News Article History of Eaton Vance Mutual Funds Trust-Eaton Vance Dividend Income Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-Q/AEaton Vance Mutual Funds Trust-Eaton Vance Equity Research FundSpecialty & Misc 6,300New Holding6,300100 %$161,784$180,621$18,83711.64 % $18,837News Article History of Eaton Vance Mutual Funds Trust-Eaton Vance Equity Research Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QEclipse Funds Inc-Mainstay 13030 Core FundNo Data 44,223New Holding44,223100 %$1,135,647$1,267,873$132,22711.64 % $132,227News Article History of Eclipse Funds Inc-Mainstay 13030 Core Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QEclipse Funds Inc-Mainstay S And P 500 Index FundS&P 500 Index 150,525New Holding150,525100 %$3,865,482$4,315,552$450,07011.64 % $450,070News Article History of Eclipse Funds Inc-Mainstay S And P 500 Index Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QEligman Global Fund Series Inc-Global Growth FundGlobal Large-Cap Growth 6,641New Holding6,641100 %$170,541$190,397$19,85711.64 % $19,857News Article History of Eligman Global Fund Series Inc-Global Growth Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QFidelity Advisor Series Viii-Value Leaders FundMulti-Cap Core Sold All-18,700-100 %11.64 % $-55,913News Article History of Fidelity Advisor Series Viii-Value Leaders Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QFidelity Beacon Street Trust-Fidelity Tax Managed Stock FundSpecialty & Misc 20,000New Holding20,000100 %$513,600$573,400$59,80011.64 % $59,800News Article History of Fidelity Beacon Street Trust-Fidelity Tax Managed Stock Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QFidelity Capital Trust-Fidelity Disciplined Equity FundSpecialty & Misc 900,000New Holding900,000100 %$23,112,000$25,803,000$2,691,00011.64 % $2,691,000News Article History of Fidelity Capital Trust-Fidelity Disciplined Equity Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QFidelity Capital Trust-Fidelity Stock SelectorSpecialty & Misc 120,348Sold Some-54,600-31.20 %$3,090,537$3,450,377$359,84111.64 % $-163,254News Article History of Fidelity Capital Trust-Fidelity Stock Selector Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QFidelity Commonwealth Trust-Fidelity Large Cap Stock FundLarge-Cap Core Sold All-82,200-100 %11.64 % $-245,778News Article History of Fidelity Commonwealth Trust-Fidelity Large Cap Stock Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QFidelity Commonwealth Trust-Spartan 500 Index FundS&P 500 Index 1,713,236Added More29,4701.75 %$43,995,900$49,118,476$5,122,57611.64 % $88,115News Article History of Fidelity Commonwealth Trust-Spartan 500 Index Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QFirst American Investment Funds Inc-Equity Index FundS&P 500 Index 127,516New Holding127,516100 %$3,274,611$3,655,884$381,27311.64 % $381,273News Article History of First American Investment Funds Inc-Equity Index Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QFirst American Investment Funds Inc-Large Cap Value FundLarge-Cap Value 133,639New Holding133,639100 %$3,431,850$3,831,430$399,58111.64 % $399,581News Article History of First American Investment Funds Inc-Large Cap Value Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QFirst American Investment Funds Inc-Quantitative Large Cap Core FundLarge-Cap Core 10,922New Holding10,922100 %$280,477$313,134$32,65711.64 % $32,657News Article History of First American Investment Funds Inc-Quantitative Large Cap Core Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QFirst American Investment Funds Inc-Quantitative Large Cap Growth FundLarge-Cap Core Sold All-2,035-100 %11.64 % $-6,085News Article History of First American Investment Funds Inc-Quantitative Large Cap Growth Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-CSRGeorge Putnam Fund Of Boston-George Putnam Fund Of BostonMixed-Asset Target Allocation Moderate Sold All-73,600-100 %11.64 % $-220,064News Article History of George Putnam Fund Of Boston-George Putnam Fund Of Boston Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QHartford Mutual Funds Ii Inc-Hartford Growth FundLarge-Cap Growth 215Sold Some-187-46.51 %$5,521$6,164$64311.64 % $-559News Article History of Hartford Mutual Funds Ii Inc-Hartford Growth Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QHartford Mutual Funds Incct-Hartford Advisers FundMixed-Asset Target Allocation Growth 27No Change00 %$693$774$8111.64 % $0News Article History of Hartford Mutual Funds Incct-Hartford Advisers Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QHartford Mutual Funds Incct-Hartford Global Health FundHealth/Biotech 407Sold Some-290-41.60 %$10,452$11,669$1,21711.64 % $-867News Article History of Hartford Mutual Funds Incct-Hartford Global Health Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QHeritage Series Trust-Core Equity FundMulti-Cap Core 176,410Added More93,400112.51 %$4,530,209$5,057,675$527,46611.64 % $279,266News Article History of Heritage Series Trust-Core Equity Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QIshares Trust-Ishares Kld 400 Social Index FundSpecialty & Misc Sold All-19,193-100 %11.64 % $-57,387News Article History of Ishares Trust-Ishares Kld 400 Social Index Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QIshares Trust-Ishares Kld Select Social Index FundSpecialty & Misc 15,777No Compare$405,153$452,327$47,17311.64 % News Article History of Ishares Trust-Ishares Kld Select Social Index Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QIshares Trust-Ishares Morningstar Large Core Index FundLarge-Cap Core 107,632Added More9,0069.13 %$2,763,990$3,085,809$321,82011.64 % $26,928News Article History of Ishares Trust-Ishares Morningstar Large Core Index Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-CSRJanus Investment Fund-Intech Risk-Managed Value FundNo Data 3,200No Compare$82,176$91,744$9,56811.64 % News Article History of Janus Investment Fund-Intech Risk-Managed Value Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QJanus Investment Fund-Janus Balanced FundMixed-Asset Target Allocation Moderate 2,375,899Added More1,078,44983.12 %$61,013,086$68,117,024$7,103,93811.64 % $3,224,563News Article History of Janus Investment Fund-Janus Balanced Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-CSRJanus Investment Fund-Janus Forty FundNo Data 2,716,385No Compare$69,756,767$77,878,758$8,121,99111.64 % News Article History of Janus Investment Fund-Janus Forty Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QJanus Investment Fund-Janus FundLarge-Cap Growth 7,705,519Added More585,4318.22 %$197,877,728$220,917,230$23,039,50211.64 % $1,750,439News Article History of Janus Investment Fund-Janus Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QJanus Investment Fund-Janus Global Opportunities FundGlobal Multi-Cap Value 51,055Sold Some-152,215-74.88 %$1,311,092$1,463,747$152,65411.64 % $-455,123News Article History of Janus Investment Fund-Janus Global Opportunities Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QJanus Investment Fund-Janus Growth And Income FundLarge-Cap Core 3,342,465Added More373,93012.59 %$85,834,501$95,828,472$9,993,97011.64 % $1,118,051News Article History of Janus Investment Fund-Janus Growth And Income Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QJanus Investment Fund-Janus Twenty FundLarge-Cap Growth 4,648,100No Change00 %$119,363,208$133,261,027$13,897,81911.64 % $0News Article History of Janus Investment Fund-Janus Twenty Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QJanus Investment Fund-Janus Worldwide FundGlobal Large-Cap Growth Sold All-3,242,850-100 %11.64 % $-9,696,122News Article History of Janus Investment Fund-Janus Worldwide Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QJnl Investors Series Trust-Jackson Perspective Index 5 FundSpecialty & Misc 1,255No Change00 %$32,228$35,981$3,75211.64 % $0News Article History of Jnl Investors Series Trust-Jackson Perspective Index 5 Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QMainstay Funds-Mainstay Common Stock FundLarge-Cap Core 96,868Added More81,345524.02 %$2,487,570$2,777,206$289,63511.64 % $243,222News Article History of Mainstay Funds-Mainstay Common Stock Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QMainstay Funds-Mainstay Equity Index FundSpecialty & Misc 29,916Sold Some-2,330-7.22 %$768,243$857,692$89,44911.64 % $-6,967News Article History of Mainstay Funds-Mainstay Equity Index Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QMainstay Funds-S000010077No Data 10,700New Holding10,700100 %$274,776$306,769$31,99311.64 % $31,993News Article History of Mainstay Funds-S000010077 Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QManagers Trust I-Managers Fremont Global FundGlobal Flex Port 4,400Added More1,60057.14 %$112,992$126,148$13,15611.64 % $4,784News Article History of Managers Trust I-Managers Fremont Global Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QNorthern Lights Fund Trust-The Collar FundNo Data 1,500No Compare$38,520$43,005$4,48511.64 % News Article History of Northern Lights Fund Trust-The Collar Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QOak Associates Funds-Live Oak Health Sciences FundHealth/Biotech 17,800Added More8,80097.77 %$457,104$510,326$53,22211.64 % $26,312News Article History of Oak Associates Funds-Live Oak Health Sciences Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QOak Associates Funds-White Oak Select Growth FundLarge-Cap Growth 554,100Added More226,50069.13 %$14,229,288$15,886,047$1,656,75911.64 % $677,235News Article History of Oak Associates Funds-White Oak Select Growth Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-CSRPutnam Investors Fund-Putnam Investors FundLarge-Cap Core 198,700Added More32,90019.84 %$5,102,616$5,696,729$594,11311.64 % $98,371News Article History of Putnam Investors Fund-Putnam Investors Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QRussell Investment Co-Emerging Markets FundEmerging Markets 29,500New Holding29,500100 %$757,560$845,765$88,20511.64 % $88,205News Article History of Russell Investment Co-Emerging Markets Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QRussell Investment Co-International FundInternational Multi-Cap Core Sold All-21,900-100 %11.64 % $-65,481News Article History of Russell Investment Co-International Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QRussell Investment Co-Quantitative Equity FundMulti-Cap Core 25,300New Holding25,300100 %$649,704$725,351$75,64711.64 % $75,647News Article History of Russell Investment Co-Quantitative Equity Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QRussell Investment Co-Select Value FundMulti-Cap Value 15,400Added More5,20050.98 %$395,472$441,518$46,04611.64 % $15,548News Article History of Russell Investment Co-Select Value Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QVan Kampen Trust Ii-Global Tactical Asset Allocation FundNo Data 500No Change00 %$12,840$14,335$1,49511.64 % $0News Article History of Van Kampen Trust Ii-Global Tactical Asset Allocation Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-QVanguard International Equity Index Funds-Vanguard Total World Stock Index FundNo Data 25,110Added More4,50021.83 %$644,825$719,904$75,07911.64 % $13,455News Article History of Vanguard International Equity Index Funds-Vanguard Total World Stock Index Fund Ownership Of Unitedhealth Group Inc
2009-09-292009-07-31 N-CSRSVanguard Specialized Funds-Vanguard Health Care FundHealth/Biotech 19,485,100Sold Some-600,000-2.98 %$500,377,368$558,637,817$58,260,44911.64 % $-1,794,000News Article History of Vanguard Specialized Funds-Vanguard Health Care Fund Ownership Of Unitedhealth Group Inc
2009-09-282009-07-31 N-QAberdeen Funds-Aberdeen Health Sciences FundNo Data 16,880Sold Some-4,700-21.77 %$435,504$483,950$48,44611.12 % $-13,489News Article History of Aberdeen Funds-Aberdeen Health Sciences Fund Ownership Of Unitedhealth Group Inc
2009-09-282009-07-31 N-QAdvisors Inner Circle Fund-Hgk Equity Value FundLarge-Cap Value 5,700New Holding5,700100 %$147,060$163,419$16,35911.12 % $16,359News Article History of Advisors Inner Circle Fund-Hgk Equity Value Fund Ownership Of Unitedhealth Group Inc
2009-09-282009-07-31 N-QAlliancebernstein Growth And Income Fund Inc-Alliancebernstein Growth And Income Fund IncMulti-Cap Growth 1,133,200No Change00 %$29,236,560$32,488,844$3,252,28411.12 % $0News Article History of Alliancebernstein Growth And Income Fund Inc-Alliancebernstein Growth And Income Fund Inc Ownership Of Unitedhealth Group Inc
2009-09-282009-07-31 N-QBlackrock Global Allocation Fund Inc-Blackrock Global Allocation Fund IncGlobal Flex Port 2,667,700New Holding2,667,700100 %$68,826,660$76,482,959$7,656,29911.12 % $7,656,299News Article History of Blackrock Global Allocation Fund Inc-Blackrock Global Allocation Fund Inc Ownership Of Unitedhealth Group Inc
2009-09-282009-07-31 N-QBlackrock Global Dynamic Equity Fund-Blackrock Global Dynamic Equity FundGlobal Multi-Cap Growth Sold All-143,800-100 %11.12 % $-412,706News Article History of Blackrock Global Dynamic Equity Fund-Blackrock Global Dynamic Equity Fund Ownership Of Unitedhealth Group Inc
2009-09-282009-07-31 N-QChwab Capital Trust-Schwab Fundamental Us Large Company Index FundLarge-Cap Core 52,575Added More19,40058.47 %$1,356,435$1,507,325$150,89011.12 % $55,678News Article History of Chwab Capital Trust-Schwab Fundamental Us Large Company Index Fund Ownership Of Unitedhealth Group Inc
2009-09-282009-07-31 N-QChwab Capital Trust-Schwab Health Care FundHealth/Biotech 225,000Added More90,00066.66 %$5,805,000$6,450,750$645,75011.12 % $258,300News Article History of Chwab Capital Trust-Schwab Health Care Fund Ownership Of Unitedhealth Group Inc
2009-09-282009-07-31 N-QChwab Capital Trust-Schwab Large Cap Growth FundLarge-Cap Growth 98,000Added More35,00055.55 %$2,528,400$2,809,660$281,26011.12 % $100,450News Article History of Chwab Capital Trust-Schwab Large Cap Growth Fund Ownership Of Unitedhealth Group Inc
2009-09-282009-07-31 N-QChwab Capital Trust-Schwab Technology FundScience & Tech 1,122,410New Holding1,122,410100 %$28,958,178$32,179,495$3,221,31711.12 % $3,221,317News Article History of Chwab Capital Trust-Schwab Technology Fund Ownership Of Unitedhealth Group Inc
2009-09-282009-07-31 N-QDryden Tax Managed Funds-Dryden Large Cap Core Equity FundLarge-Cap Core 85,900New Holding85,900100 %$2,216,220$2,462,753$246,53311.12 % $246,533News Article History of Dryden Tax Managed Funds-Dryden Large Cap Core Equity Fund Ownership Of Unitedhealth Group Inc
2009-09-282009-07-31 N-QFederated Equity Funds-Federated Capital Appreciation FundLarge-Cap Core 924,300Added More414,20081.19 %$23,846,940$26,499,681$2,652,74111.12 % $1,188,754News Article History of Federated Equity Funds-Federated Capital Appreciation Fund Ownership Of Unitedhealth Group Inc
2009-09-282009-07-31 N-QFederated Stock Trust-Federated Stock TrustSpecialty & Misc 135,590New Holding135,590100 %$3,498,222$3,887,365$389,14311.12 % $389,143News Article History of Federated Stock Trust-Federated Stock Trust Ownership Of Unitedhealth Group Inc
2009-09-282009-07-31 N-QHancock John World Fund-Health Sciences FundHealth/Biotech Sold All-116,120-100 %11.12 % $-333,264News Article History of Hancock John World Fund-Health Sciences Fund Ownership Of Unitedhealth Group Inc
2009-09-282009-07-31 N-QLegg Mason Partners Equity Trust-Legg Mason Partners All Cap FundSpecialty & Misc Sold All-457,589-100 %11.12 % $-1,313,280News Article History of Legg Mason Partners Equity Trust-Legg Mason Partners All Cap Fund Ownership Of Unitedhealth Group Inc
2009-09-282009-07-31 N-QLord Abbett Affiliated Fund Inc-Lord Abbett Affiliated Fund IncLarge-Cap Value 3,077,896New Holding3,077,896100 %$79,409,717$88,243,278$8,833,56211.12 % $8,833,562