ExxonMobil Investment Management’s UnitedHealth UNH Stock Holding History

ExxonMobil 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
2018 Q1	$31.7M	Sell	148,139 -5,947	-4%	-$1.36M	0.91%	19
2017 Q4	$34M	Sell	154,086 -22,476	-13%	-$4.76M	0.93%	20
2017 Q3	$34.6M	Sell	176,562 -8,460	-5%	-$1.63M	0.87%	22
2017 Q2	$34.3M	Sell	185,022 -28,634	-13%	-$5.02M	0.86%	23
2017 Q1	$35M	Sell	213,656 -6,658	-3%	-$1.09M	0.77%	30
2016 Q4	$35.3M	Sell	220,314 -22,865	-9%	-$3.42M	0.79%	26
2016 Q3	$34M	Sell	243,179 -2,937	-1%	-$411K	0.71%	31
2016 Q2	$34.8M	Buy	246,116 +14,650	+6%	+$1.95M	0.73%	30
2016 Q1	$29.8M	Buy	231,466 +17,835	+8%	+$2.11M	0.68%	34
2015 Q4	$25.1M	Sell	213,631 -5,269	-2%	-$616K	0.62%	38
2015 Q3	$25.4M	Buy	218,900 +7,579	+4%	+$907K	0.65%	32
2015 Q2	$25.8M	Sell	211,321 -18,027	-8%	-$2.13M	0.63%	36
2015 Q1	$27.1M	Buy	229,348 +3,069	+1%	+$341K	0.61%	37
2014 Q4	$22.9M	Sell	226,279 -11,811	-5%	-$1.12M	0.53%	44
2014 Q3	$20.5M	Sell	238,090 -11,209	-4%	-$947K	0.48%	46
2014 Q2	$20.4M	Sell	249,299 -9,763	-4%	-$768K	0.46%	48
2014 Q1	$21.2M	Sell	259,062 -3,008	-1%	-$226K	0.48%	47
2013 Q4	$19.7M	Sell	262,070 -8,230	-3%	-$591K	0.46%	49
2013 Q3	$19.4M	Sell	270,300 -13,134	-5%	-$940K	0.49%	42
2013 Q2	$18.6M	Buy	+283,434	New	+$17.6M	0.46%	48

Other funds holding UNH

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

BlackRock New York $5.72T AUM 30.48% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

ExxonMobil Investment Management's UNH Position: Q1 2018 in Review

ExxonMobil Investment Management reduced its UnitedHealth (UNH) stake by 3.9% in Q1 2018, selling an estimated $1.36M and leaving 148,139 shares worth $31.7M. The position accounts for 0.91% of the portfolio, ranked #19.

ExxonMobil Investment Management first reported a position in UNH in Q2 2013 and has held it in 20 quarters since. The position peaked at $35.3M in Q4 2016. 1,696 funds tracked by Wall St. Rank hold UNH as of Q1 2018.

ExxonMobil Investment Management held 148,139 shares of UnitedHealth worth $31.7M as of Q1 2018.
ExxonMobil Investment Management sold 5,947 UnitedHealth shares in Q1 2018, an estimated $1.36M.
UnitedHealth made up 0.91% of ExxonMobil Investment Management's portfolio in Q1 2018, its #19 holding.
ExxonMobil Investment Management first reported a position in UnitedHealth in Q2 2013 and has held it in 20 quarters since.
ExxonMobil Investment Management's UnitedHealth position peaked at $35.3M in Q4 2016.
1,696 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2018.

Based on ExxonMobil Investment Management's 13F filing for Q1 2018, filed 12 Apr 2018.