Bremer Trust National Association’s UnitedHealth UNH Stock Holding History

Bremer Trust National Association’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
2018 Q4	$2.36M	Buy	9,464 +1,159	+14%	+$306K	0.52%	45
2018 Q3	$2.21M	Sell	8,305 -951	-10%	-$247K	0.55%	50
2018 Q2	$2.27M	Sell	9,256 -9,609	-51%	-$2.31M	0.63%	32
2018 Q1	$4.04M	Sell	18,865 -1,057	-5%	-$241K	1.17%	14
2017 Q4	$4.39M	Sell	19,922 -875	-4%	-$185K	1.18%	12
2017 Q3	$4.07M	Sell	20,797 -1,938	-9%	-$374K	1.13%	13
2017 Q2	$4.21M	Sell	22,735 -2,531	-10%	-$444K	1.2%	12
2017 Q1	$4.14M	Sell	25,266 -392	-2%	-$64.2K	1.12%	15
2016 Q4	$4.11M	Buy	25,658 +1,120	+5%	+$167K	1.13%	15
2016 Q3	$3.44M	Buy	24,538 +9,649	+65%	+$1.35M	0.93%	21
2016 Q2	$2.1M	Buy	14,889 +2	+0%	+$267	0.58%	54
2016 Q1	$1.92M	Buy	14,887 +624	+4%	+$73.8K	0.55%	59
2015 Q4	$1.68M	Buy	14,263 +678	+5%	+$79.2K	0.5%	62
2015 Q3	$1.58M	Buy	13,585 +598	+5%	+$71.6K	0.52%	59
2015 Q2	$1.58M	Buy	+12,987	New	+$1.54M	0.47%	55

Other funds holding UNH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bremer Trust National Association's UNH Position: Q4 2018 in Review

Bremer Trust National Association increased its UnitedHealth (UNH) stake by 14% in Q4 2018, buying an estimated $306K and bringing the position to 9,464 shares worth $2.36M. The position accounts for 0.52% of the portfolio, ranked #45.

Bremer Trust National Association first reported a position in UNH in Q2 2015 and has held it in 15 quarters since. The position peaked at $4.39M in Q4 2017. 1,921 funds tracked by Wall St. Rank hold UNH as of Q4 2018.

Bremer Trust National Association held 9,464 shares of UnitedHealth worth $2.36M as of Q4 2018.
Bremer Trust National Association bought 1,159 UnitedHealth shares in Q4 2018, an estimated $306K.
UnitedHealth made up 0.52% of Bremer Trust National Association's portfolio in Q4 2018, its #45 holding.
Bremer Trust National Association first reported a position in UnitedHealth in Q2 2015 and has held it in 15 quarters since.
Bremer Trust National Association's UnitedHealth position peaked at $4.39M in Q4 2017.
1,921 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2018.

Based on Bremer Trust National Association's 13F filing for Q4 2018, filed 11 Feb 2019.