Chieftain Capital Management’s UnitedHealth UNH Stock Holding History

Chieftain Capital Management’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 Q2	–	Sell	-960	Closed	-$205K	–	13
2018 Q1	$205K	Hold	960	–	–	0.01%	11
2017 Q4	$212K	Sell	960 -1,125	-54%	-$238K	0.01%	10
2017 Q3	$408K	Hold	2,085	–	–	0.03%	9
2017 Q2	$387K	Hold	2,085	–	–	0.03%	9
2017 Q1	$342K	Sell	2,085 -482,834	-100%	-$79.1M	0.02%	7
2016 Q4	$77.6M	Sell	484,919 -7,483	-2%	-$1.12M	3.86%	8
2016 Q3	$68.9M	Sell	492,402 -104,300	-17%	-$14.6M	3.97%	7
2016 Q2	$84.3M	Sell	596,702 -115,080	-16%	-$15.3M	4.43%	7
2016 Q1	$91.7M	Buy	711,782 +6,590	+0.9%	+$780K	4.93%	7
2015 Q4	$83M	Sell	705,192 -53,057	-7%	-$6.2M	4.81%	7
2015 Q3	$88M	Sell	758,249 -188,050	-20%	-$22.5M	4.44%	8
2015 Q2	$115M	Buy	946,299 +6,655	+0.7%	+$787K	5.78%	8
2015 Q1	$111M	Sell	939,644 -721,460	-43%	-$80.1M	6.07%	8
2014 Q4	$168M	Sell	1,661,104 -533,808	-24%	-$50.6M	9.38%	7
2014 Q3	$189M	Buy	2,194,912 +6,835	+0.3%	+$578K	12.23%	6
2014 Q2	$179M	Sell	2,188,077 -303,460	-12%	-$23.9M	11.11%	4
2014 Q1	$204M	Buy	2,491,537 +246,207	+11%	+$18.5M	13.62%	4
2013 Q4	$169M	Sell	2,245,330 -72,035	-3%	-$5.17M	11.83%	5
2013 Q3	$166M	Sell	2,317,365 -26,440	-1%	-$1.89M	10.97%	5
2013 Q2	$153M	Buy	+2,343,805	New	+$146M	10.36%	5

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Chieftain Capital Management's UNH Position: Q2 2018 in Review

Chieftain Capital Management sold out of UnitedHealth (UNH) in Q2 2018, closing a stake of 960 shares — an estimated $205K sold.

Chieftain Capital Management first reported a position in UNH in Q2 2013 and held it in 20 quarters. The position peaked at $204M in Q1 2014. 1,754 funds tracked by Wall St. Rank hold UNH as of Q2 2018.

Chieftain Capital Management reported no remaining UnitedHealth position as of Q2 2018 after selling out during the quarter.
Chieftain Capital Management sold 960 UnitedHealth shares in Q2 2018, an estimated $205K.
Chieftain Capital Management first reported a position in UnitedHealth in Q2 2013 and held it in 20 quarters.
Chieftain Capital Management's UnitedHealth position peaked at $204M in Q1 2014.
1,754 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2018.

Based on Chieftain Capital Management's 13F filing for Q2 2018, filed 14 Aug 2018.