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Edmond de Rothschild (Europe)’s UnitedHealth UNH Stock Holding History

Edmond de Rothschild (Europe)’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 		$17K Hold
120
– – 0.01% 215
2016
Q2 		$17K Sell
120
-245
-67% -$32.7K 0.01% 204
2016
Q1 		$47K Buy
+365
New +$43.2K 0.02% 166

Other funds holding UNH

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Capital Research Global Investors
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
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Edmond de Rothschild (Europe)'s UNH Position: Q3 2016 in Review

Edmond de Rothschild (Europe) held its UnitedHealth (UNH) position steady in Q3 2016 at 120 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #215.

Edmond de Rothschild (Europe) first reported a position in UNH in Q1 2016 and has held it in 3 quarters since. The position peaked at $47K in Q1 2016. 1,276 funds tracked by Wall St. Rank hold UNH as of Q3 2016.

  • Edmond de Rothschild (Europe) held 120 shares of UnitedHealth worth $17K as of Q3 2016.
  • Edmond de Rothschild (Europe) left its UnitedHealth share count unchanged in Q3 2016.
  • UnitedHealth made up 0.01% of Edmond de Rothschild (Europe)'s portfolio in Q3 2016, its #215 holding.
  • Edmond de Rothschild (Europe) first reported a position in UnitedHealth in Q1 2016 and has held it in 3 quarters since.
  • Edmond de Rothschild (Europe)'s UnitedHealth position peaked at $47K in Q1 2016.
  • 1,276 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2016.

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