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 $6.73T AUM 46.02% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

Hermes Investment Management's UNH Position: Q2 2018 in Review

Hermes Investment Management reduced its UnitedHealth (UNH) stake by 4.8% in Q2 2018, selling an estimated $96K and leaving 7,923 shares worth $1.94M. The position accounts for 0.03% of the portfolio, ranked #156.

Hermes Investment Management first reported a position in UNH in Q2 2013 and has held it in 20 quarters since. 1,755 funds tracked by Wall St. Rank hold UNH as of Q2 2018.

Hermes Investment Management held 7,923 shares of UnitedHealth worth $1.94M as of Q2 2018.
Hermes Investment Management sold 400 UnitedHealth shares in Q2 2018, an estimated $96K.
UnitedHealth made up 0.03% of Hermes Investment Management's portfolio in Q2 2018, its #156 holding.
Hermes Investment Management first reported a position in UnitedHealth in Q2 2013 and has held it in 20 quarters since.
1,755 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2018.

Based on Hermes Investment Management's 13F filing for Q2 2018, filed 24 Jul 2018.