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

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

Fidelity Investments

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

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group

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

JP Morgan Chase

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

Capital Research Global Investors

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

ClearBridge Investments

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