IC
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Institutional Capital’s UnitedHealth UNH Stock Holding History

Institutional Capital’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
2015
Q1 		– Sell
-4,900,289
Closed -$495M – 51
2014
Q4 		$495M Sell
4,900,289
-476,065
-9% -$45.1M 2.98% 13
2014
Q3 		$464M Sell
5,376,354
-1,102,734
-17% -$93.2M 2.71% 16
2014
Q2 		$530M Buy
6,479,088
+3,156,791
+95% +$248M 2.51% 23
2014
Q1 		$272M Buy
3,322,297
+391,570
+13% +$29.5M 1.28% 32
2013
Q4 		$221M Buy
2,930,727
+96,222
+3% +$6.91M 1.07% 33
2013
Q3 		$203M Sell
2,834,505
-108,556
-4% -$7.77M 1.04% 35
2013
Q2 		$193M Buy
+2,943,061
New +$183M 0.99% 34

Other funds holding UNH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $1.47T AUM 27.86% 1-Year Est. Return