Edmond de Rothschild Asset Management (France)’s UnitedHealth UNH Stock Holding History

Edmond de Rothschild Asset Management (France)’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
2016 Q3	$9.83M	Buy	70,200 +5,500	+9%	+$770K	0.43%	65
2016 Q2	$9.14M	Hold	64,700	–	–	0.41%	67
2016 Q1	$8.34M	Sell	64,700 -14,500	-18%	-$1.72M	0.36%	76
2015 Q4	$9.32M	Sell	79,200 -17,000	-18%	-$1.99M	0.33%	82
2015 Q3	$11.2M	Sell	96,200 -2,300	-2%	-$275K	0.37%	68
2015 Q2	$12M	Buy	+98,500	New	+$11.7M	0.32%	76

Other funds holding UNH

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

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

Edmond de Rothschild Asset Management (France)'s UNH Position: Q3 2016 in Review

Edmond de Rothschild Asset Management (France) increased its UnitedHealth (UNH) stake by 8.5% in Q3 2016, buying an estimated $770K and bringing the position to 70,200 shares worth $9.83M. The position accounts for 0.43% of the portfolio, ranked #65.

Edmond de Rothschild Asset Management (France) first reported a position in UNH in Q2 2015 and has held it in 6 quarters since. The position peaked at $12M in Q2 2015. 1,276 funds tracked by Wall St. Rank hold UNH as of Q3 2016.

Edmond de Rothschild Asset Management (France) held 70,200 shares of UnitedHealth worth $9.83M as of Q3 2016.
Edmond de Rothschild Asset Management (France) bought 5,500 UnitedHealth shares in Q3 2016, an estimated $770K.
UnitedHealth made up 0.43% of Edmond de Rothschild Asset Management (France)'s portfolio in Q3 2016, its #65 holding.
Edmond de Rothschild Asset Management (France) first reported a position in UnitedHealth in Q2 2015 and has held it in 6 quarters since.
Edmond de Rothschild Asset Management (France)'s UnitedHealth position peaked at $12M in Q2 2015.
1,276 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2016.

Based on Edmond de Rothschild Asset Management (France)'s 13F filing for Q3 2016, filed 14 Nov 2016.