Delta Lloyd’s UnitedHealth UNH Stock Holding History

Delta Lloyd’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 Q2	$20.8M	Sell	111,936 -6,483	-5%	-$1.14M	0.58%	43
2017 Q1	$19.4M	Sell	118,419 -3,964	-3%	-$649K	0.58%	43
2016 Q4	$19.6M	Sell	122,383 -75,399	-38%	-$11.3M	0.62%	39
2016 Q3	$27.7M	Buy	197,782 +8,048	+4%	+$1.13M	0.86%	23
2016 Q2	$26.8M	Sell	189,734 -3,674	-2%	-$490K	0.9%	23
2016 Q1	$24.9M	Sell	193,408 -20,212	-9%	-$2.39M	0.83%	28
2015 Q4	$25.1M	Sell	213,620 -2,256	-1%	-$264K	0.87%	31
2015 Q3	$25M	Buy	215,876 +149,773	+227%	+$17.9M	0.8%	30
2015 Q2	$8.06M	Buy	66,103 +24,228	+58%	+$2.87M	0.25%	100
2015 Q1	$4.95M	Sell	41,875 -1,866	-4%	-$207K	0.15%	107
2014 Q4	$4.42M	Buy	43,741 +3,819	+10%	+$362K	0.13%	116
2014 Q3	$3.44M	Buy	39,922 +1,808	+5%	+$153K	0.03%	128
2014 Q2	$3.12M	Buy	38,114 +2,380	+7%	+$187K	0.1%	126
2014 Q1	$2.93M	Buy	35,734 +2,922	+9%	+$220K	0.1%	116
2013 Q4	$2.47M	Sell	32,812 -11,308	-26%	-$812K	0.09%	136
2013 Q3	$3.16M	Buy	44,120 +1,565	+4%	+$112K	0.12%	136
2013 Q2	$2.79M	Buy	+42,555	New	+$2.65M	0.11%	143

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Delta Lloyd's UNH Position: Q2 2017 in Review

Delta Lloyd reduced its UnitedHealth (UNH) stake by 5.5% in Q2 2017, selling an estimated $1.14M and leaving 111,936 shares worth $20.8M. The position accounts for 0.58% of the portfolio, ranked #43.

Delta Lloyd first reported a position in UNH in Q2 2013 and has held it in 17 quarters since. The position peaked at $27.7M in Q3 2016. 1,488 funds tracked by Wall St. Rank hold UNH as of Q2 2017.

Delta Lloyd held 111,936 shares of UnitedHealth worth $20.8M as of Q2 2017.
Delta Lloyd sold 6,483 UnitedHealth shares in Q2 2017, an estimated $1.14M.
UnitedHealth made up 0.58% of Delta Lloyd's portfolio in Q2 2017, its #43 holding.
Delta Lloyd first reported a position in UnitedHealth in Q2 2013 and has held it in 17 quarters since.
Delta Lloyd's UnitedHealth position peaked at $27.7M in Q3 2016.
1,488 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2017.

Based on Delta Lloyd's 13F filing for Q2 2017, filed 9 Aug 2017.