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ClearBridge LLC (Maryland)’s UnitedHealth UNH Stock Holding History

ClearBridge LLC (Maryland)’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
2017
Q3 		– Sell
-376,275
Closed -$69.8M – 194
2017
Q2 		$69.8M Sell
376,275
-73,330
-16% -$12.9M 1.48% 22
2017
Q1 		$73.7M Sell
449,605
-9,614
-2% -$1.57M 1.59% 20
2016
Q4 		$73.5M Sell
459,219
-266,943
-37% -$39.9M 1.66% 22
2016
Q3 		$102M Sell
726,162
-54,840
-7% -$7.68M 1.94% 19
2016
Q2 		$110M Sell
781,002
-50,615
-6% -$6.75M 2.19% 15
2016
Q1 		$107M Sell
831,617
-180
-0% -$21.3K 2.12% 16
2015
Q4 		$97.9M Buy
831,797
+8,760
+1% +$1.02M 1.87% 22
2015
Q3 		$95.5M Sell
823,037
-282,515
-26% -$33.8M 1.95% 20
2015
Q2 		$135M Sell
1,105,552
-5,540
-0.5% -$655K 2.41% 9
2015
Q1 		$131M Sell
1,111,092
-347,115
-24% -$38.5M 2.3% 12
2014
Q4 		$147M Buy
1,458,207
+93,290
+7% +$8.84M 2.56% 7
2014
Q3 		$118M Sell
1,364,917
-235,300
-15% -$19.9M 2.19% 12
2014
Q2 		$131M Buy
1,600,217
+9,900
+0.6% +$779K 2.44% 9
2014
Q1 		$130M Sell
1,590,317
-52,282
-3% -$3.94M 2.48% 8
2013
Q4 		$124M Sell
1,642,599
-9,966
-0.6% -$716K 2.36% 7
2013
Q3 		$118M Sell
1,652,565
-434,423
-21% -$31.1M 2.43% 5
2013
Q2 		$137M Buy
+2,086,988
New +$130M 2.45% 5

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

ClearBridge LLC (Maryland)'s UNH Position: Q3 2017 in Review

ClearBridge LLC (Maryland) sold out of UnitedHealth (UNH) in Q3 2017, closing a stake of 376,275 shares — an estimated $69.8M sold.

ClearBridge LLC (Maryland) first reported a position in UNH in Q2 2013 and held it in 17 quarters. The position peaked at $147M in Q4 2014. 1,521 funds tracked by Wall St. Rank hold UNH as of Q3 2017.

  • ClearBridge LLC (Maryland) reported no remaining UnitedHealth position as of Q3 2017 after selling out during the quarter.
  • ClearBridge LLC (Maryland) sold 376,275 UnitedHealth shares in Q3 2017, an estimated $69.8M.
  • ClearBridge LLC (Maryland) first reported a position in UnitedHealth in Q2 2013 and held it in 17 quarters.
  • ClearBridge LLC (Maryland)'s UnitedHealth position peaked at $147M in Q4 2014.
  • 1,521 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2017.

Based on ClearBridge LLC (Maryland)'s 13F filing for Q3 2017, filed 14 Nov 2017.