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Emerson Investment Management’s UnitedHealth UNH Stock Holding History

Emerson Investment Management’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
Q1 		$10.2M Sell
79,186
-82
-0.1% -$9.7K 1.93% 11
2015
Q4 		$9.32M Sell
79,268
-66
-0.1% -$7.71K 1.82% 13
2015
Q3 		$9.2M Sell
79,334
-2,935
-4% -$351K 1.84% 12
2015
Q2 		$10M Sell
82,269
-37,286
-31% -$4.41M 1.88% 8
2015
Q1 		$14.1M Sell
119,555
-3,095
-3% -$344K 2.58% 5
2014
Q4 		$12.4M Buy
122,650
+4,131
+3% +$392K 2.41% 7
2014
Q3 		$10.2M Buy
118,519
+3,435
+3% +$290K 2.02% 8
2014
Q2 		$9.41M Sell
115,084
-5,190
-4% -$408K 1.85% 11
2014
Q1 		$9.86M Sell
120,274
-1,295
-1% -$97.5K 2.03% 9
2013
Q4 		$9.15M Sell
121,569
-3,456
-3% -$248K 1.93% 11
2013
Q3 		$8.95M Sell
125,025
-2,530
-2% -$181K 2.01% 9
2013
Q2 		$8.35M Buy
+127,555
New +$7.94M 1.94% 9

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 $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Emerson Investment Management's UNH Position: Q1 2016 in Review

Emerson Investment Management reduced its UnitedHealth (UNH) stake by 0.1% in Q1 2016, selling an estimated $9.7K and leaving 79,186 shares worth $10.2M. The position accounts for 1.93% of the portfolio, ranked #11.

Emerson Investment Management first reported a position in UNH in Q2 2013 and has held it in 12 quarters since. The position peaked at $14.1M in Q1 2015. 1,220 funds tracked by Wall St. Rank hold UNH as of Q1 2016.

  • Emerson Investment Management held 79,186 shares of UnitedHealth worth $10.2M as of Q1 2016.
  • Emerson Investment Management sold 82 UnitedHealth shares in Q1 2016, an estimated $9.7K.
  • UnitedHealth made up 1.93% of Emerson Investment Management's portfolio in Q1 2016, its #11 holding.
  • Emerson Investment Management first reported a position in UnitedHealth in Q2 2013 and has held it in 12 quarters since.
  • Emerson Investment Management's UnitedHealth position peaked at $14.1M in Q1 2015.
  • 1,220 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2016.

Based on Emerson Investment Management's 13F filing for Q1 2016, filed 9 May 2016.