Aspiriant Holdings S3’s UnitedHealth UNH Stock Holding History

Aspiriant Holdings S3’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 Q2	–	Sell	-23,237	Closed	-$2.75M	–	111
2015 Q1	$2.75M	Sell	23,237 -158	-0.7%	-$17.5K	1.09%	38
2014 Q4	$2.37M	Sell	23,395 -800	-3%	-$75.8K	0.98%	41
2014 Q3	$2.09M	Buy	24,195 +185	+0.8%	+$15.6K	0.84%	44
2014 Q2	$1.96M	Buy	24,010 +10	+0%	+$787	0.78%	47
2014 Q1	$1.97M	Buy	+24,000	New	+$1.81M	0.83%	44

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

Aspiriant Holdings S3's UNH Position: Q2 2015 in Review

Aspiriant Holdings S3 sold out of UnitedHealth (UNH) in Q2 2015, closing a stake of 23,237 shares — an estimated $2.75M sold.

Aspiriant Holdings S3 first reported a position in UNH in Q1 2014 and held it in 5 quarters. The position peaked at $2.75M in Q1 2015. 1,201 funds tracked by Wall St. Rank hold UNH as of Q2 2015.

Aspiriant Holdings S3 reported no remaining UnitedHealth position as of Q2 2015 after selling out during the quarter.
Aspiriant Holdings S3 sold 23,237 UnitedHealth shares in Q2 2015, an estimated $2.75M.
Aspiriant Holdings S3 first reported a position in UnitedHealth in Q1 2014 and held it in 5 quarters.
Aspiriant Holdings S3's UnitedHealth position peaked at $2.75M in Q1 2015.
1,201 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2015.

Based on Aspiriant Holdings S3's 13F filing for Q2 2015, filed 30 Jul 2015.