Chubb Corp’s UnitedHealth UNH Stock Holding History

Chubb Corp’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	$23.5M	Sell	200,000 -150,000	-43%	-$17.5M	1.9%	19
2015 Q3	$40.6M	Hold	350,000	–	–	2.34%	3
2015 Q2	$42.7M	Hold	350,000	–	–	2.22%	3
2015 Q1	$41.4M	Hold	350,000	–	–	2.15%	3
2014 Q4	$35.4M	Hold	350,000	–	–	1.85%	4
2014 Q3	$30.2M	Hold	350,000	–	–	1.64%	7
2014 Q2	$28.6M	Hold	350,000	–	–	1.49%	7
2014 Q1	$28.7M	Hold	350,000	–	–	1.58%	8
2013 Q4	$26.4M	Hold	350,000	–	–	1.47%	9
2013 Q3	$25.1M	Hold	350,000	–	–	1.39%	14
2013 Q2	$22.9M	Buy	+350,000	New	+$21.8M	1.25%	16

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

Chubb Corp's UNH Position: Q4 2015 in Review

Chubb Corp reduced its UnitedHealth (UNH) stake by 43% in Q4 2015, selling an estimated $17.5M and leaving 200,000 shares worth $23.5M. The position accounts for 1.9% of the portfolio, ranked #19.

Chubb Corp first reported a position in UNH in Q2 2013 and has held it in 11 quarters since. The position peaked at $42.7M in Q2 2015. 1,221 funds tracked by Wall St. Rank hold UNH as of Q4 2015.

Chubb Corp held 200,000 shares of UnitedHealth worth $23.5M as of Q4 2015.
Chubb Corp sold 150,000 UnitedHealth shares in Q4 2015, an estimated $17.5M.
UnitedHealth made up 1.9% of Chubb Corp's portfolio in Q4 2015, its #19 holding.
Chubb Corp first reported a position in UnitedHealth in Q2 2013 and has held it in 11 quarters since.
Chubb Corp's UnitedHealth position peaked at $42.7M in Q2 2015.
1,221 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2015.

Based on Chubb Corp's 13F filing for Q4 2015, filed 11 Feb 2016.