Hermes Investment Management’s UnitedHealth UNH Stock Holding History

Hermes 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 Q2	$1.94M	Sell	7,923 -400	-5%	-$96K	0.03%	156
2018 Q1	$1.78M	Hold	8,323	–	–	0.03%	157
2017 Q4	$1.83M	Buy	8,323 +600	+8%	+$127K	0.03%	155
2017 Q3	$1.51M	Hold	7,723	–	–	0.02%	153
2017 Q2	$1.43M	Buy	+7,723	New	+$1.35M	0.02%	150
2017 Q1	–	Sell	-7,723	Closed	-$1.24M	–	222
2016 Q4	$1.24M	Hold	7,723	–	–	0.02%	155
2016 Q3	$1.08M	Hold	7,723	–	–	0.02%	158
2016 Q2	$1.09M	Hold	7,723	–	–	0.02%	160
2016 Q1	$1M	Hold	7,723	–	–	0.02%	163
2015 Q4	$909K	Sell	7,723 -1,220	-14%	-$143K	0.02%	164
2015 Q3	$1.04M	Hold	8,943	–	–	0.03%	155
2015 Q2	$1.09M	Hold	8,943	–	–	0.02%	161
2015 Q1	$1.06M	Hold	8,943	–	–	0.02%	162
2014 Q4	$904K	Buy	8,943 +1,243	+16%	+$118K	0.02%	166
2014 Q3	$664K	Hold	7,700	–	–	0.02%	167
2014 Q2	$629K	Hold	7,700	–	–	0.02%	186
2014 Q1	$631K	Hold	7,700	–	–	0.02%	184
2013 Q4	$580K	Hold	7,700	–	–	0.02%	174
2013 Q3	$551K	Hold	7,700	–	–	0.02%	171
2013 Q2	$504K	Buy	+7,700	New	+$479K	0.02%	182

Other funds holding UNH

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

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

Wellington Management Group

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

Capital Research Global Investors

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

ClearBridge Investments

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