Cornerstone Capital Management Holdings’s UnitedHealth UNH Stock Holding History

Cornerstone Capital Management Holdings’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 Q4	$118M	Buy	535,614 +5,200	+1%	+$1.1M	0.83%	14
2017 Q3	$104M	Buy	530,414 +26,482	+5%	+$5.12M	0.82%	14
2017 Q2	$93.4M	Buy	503,932 +74,211	+17%	+$13M	0.73%	15
2017 Q1	$70.5M	Sell	429,721 -67,177	-14%	-$11M	0.54%	26
2016 Q4	$79.5M	Buy	496,898 +8,538	+2%	+$1.28M	0.61%	22
2016 Q3	$68.4M	Buy	488,360 +176,719	+57%	+$24.8M	0.51%	27
2016 Q2	$44M	Sell	311,641 -62,304	-17%	-$8.31M	0.35%	42
2016 Q1	$48.2M	Buy	373,945 +64,447	+21%	+$7.62M	0.4%	39
2015 Q4	$36.4M	Sell	309,498 -117,649	-28%	-$13.8M	0.3%	50
2015 Q3	$49.6M	Buy	427,147 +8,066	+2%	+$965K	0.46%	36
2015 Q2	$51.1M	Buy	419,081 +61,932	+17%	+$7.33M	0.45%	38
2015 Q1	$42.2M	Buy	357,149 +49,192	+16%	+$5.46M	0.4%	44
2014 Q4	$31.1M	Buy	307,957 +53,879	+21%	+$5.11M	0.32%	55
2014 Q3	$21.9M	Sell	254,078 -10,455	-4%	-$884K	0.24%	95
2014 Q2	$21.6M	Sell	264,533 -122,392	-32%	-$9.63M	0.24%	99
2014 Q1	$31.7M	Sell	386,925 -90,993	-19%	-$6.85M	0.37%	49
2013 Q4	$36M	Buy	477,918 +194,371	+69%	+$14M	0.41%	40
2013 Q3	$20.3M	Sell	283,547 -21,490	-7%	-$1.54M	0.24%	106
2013 Q2	$20M	Buy	+305,037	New	+$19M	0.25%	97

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 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

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

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

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

Cornerstone Capital Management Holdings's UNH Position: Q4 2017 in Review

Cornerstone Capital Management Holdings increased its UnitedHealth (UNH) stake by 0.98% in Q4 2017, buying an estimated $1.1M and bringing the position to 535,614 shares worth $118M. The position accounts for 0.83% of the portfolio, ranked #14.

Cornerstone Capital Management Holdings first reported a position in UNH in Q2 2013 and has held it in 19 quarters since. 1,676 funds tracked by Wall St. Rank hold UNH as of Q4 2017.

Cornerstone Capital Management Holdings held 535,614 shares of UnitedHealth worth $118M as of Q4 2017.
Cornerstone Capital Management Holdings bought 5,200 UnitedHealth shares in Q4 2017, an estimated $1.1M.
UnitedHealth made up 0.83% of Cornerstone Capital Management Holdings's portfolio in Q4 2017, its #14 holding.
Cornerstone Capital Management Holdings first reported a position in UnitedHealth in Q2 2013 and has held it in 19 quarters since.
1,676 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2017.

Based on Cornerstone Capital Management Holdings's 13F filing for Q4 2017, filed 14 Feb 2018.