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

Edmond de Rothschild (Suisse)’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	$666K	Sell	4,760 -2,500	-34%	-$350K	0.2%	106
2016 Q2	$1.02M	Buy	7,260 +3,230	+80%	+$431K	0.34%	76
2016 Q1	$519K	Buy	+4,030	New	+$477K	0.21%	101
2015 Q4	–	Sell	-72	Closed	-$8K	–	438
2015 Q3	$8K	Hold	72	–	–	﹤0.01%	405
2015 Q2	$9K	Buy	+72	New	+$8.52K	﹤0.01%	392

Other funds holding UNH

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $999B AUM 46.22% 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 16.07% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Edmond de Rothschild (Suisse) reduced its UnitedHealth (UNH) stake by 34% in Q3 2016, selling an estimated $350K and leaving 4,760 shares worth $666K. The position accounts for 0.2% of the portfolio, ranked #106.

Edmond de Rothschild (Suisse) first reported a position in UNH in Q2 2015 and has held it in 5 quarters since. The position peaked at $1.02M in Q2 2016. 1,277 funds tracked by Wall St. Rank hold UNH as of Q3 2016.

Edmond de Rothschild (Suisse) held 4,760 shares of UnitedHealth worth $666K as of Q3 2016.
Edmond de Rothschild (Suisse) sold 2,500 UnitedHealth shares in Q3 2016, an estimated $350K.
UnitedHealth made up 0.2% of Edmond de Rothschild (Suisse)'s portfolio in Q3 2016, its #106 holding.
Edmond de Rothschild (Suisse) first reported a position in UnitedHealth in Q2 2015 and has held it in 5 quarters since.
Edmond de Rothschild (Suisse)'s UnitedHealth position peaked at $1.02M in Q2 2016.
1,277 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2016.

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