MB Financial Bank - Trust Department’s UnitedHealth UNH Stock Holding History

MB Financial Bank - Trust Department’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
2019 Q1	$943K	Sell	3,816 -198	-5%	-$50.5K	0.12%	62
2018 Q4	$1M	Sell	4,014 -1,346	-25%	-$356K	0.12%	62
2018 Q3	$1.43M	Hold	5,360	–	–	0.15%	60
2018 Q2	$1.31M	Sell	5,360 -222	-4%	-$53.3K	0.15%	60
2018 Q1	$1.19M	Sell	5,582 -792	-12%	-$181K	0.14%	61
2017 Q4	$1.41M	Sell	6,374 -277	-4%	-$58.7K	0.15%	60
2017 Q3	$1.3M	Sell	6,651 -414	-6%	-$80K	0.14%	64
2017 Q2	$1.31M	Sell	7,065 -2,171	-24%	-$381K	0.14%	64
2017 Q1	$1.51M	Sell	9,236 -74,804	-89%	-$12.3M	0.17%	58
2016 Q4	$13.4M	Sell	84,040 -406	-0.5%	-$60.6K	1.43%	21
2016 Q3	$11.8M	Sell	84,446 -472	-0.6%	-$66.1K	1.28%	26
2016 Q2	$12M	Sell	84,918 -345	-0.4%	-$46K	1.33%	23
2016 Q1	$11M	Sell	85,263 -5,786	-6%	-$684K	1.24%	27
2015 Q4	$10.7M	Buy	91,049 +6,865	+8%	+$802K	1.25%	29
2015 Q3	$9.77M	Sell	84,184 -23,368	-22%	-$2.8M	1.19%	31
2015 Q2	$13.1M	Sell	107,552 -7,313	-6%	-$865K	1.61%	19
2015 Q1	$13.6M	Buy	114,865 +4,028	+4%	+$447K	1.67%	15
2014 Q4	$11.2M	Sell	110,837 -105,133	-49%	-$9.96M	1.34%	20
2014 Q3	$18.2M	Buy	215,970 +109,981	+104%	+$9.29M	1.12%	26
2014 Q2	$8.66M	Buy	105,989 +5,586	+6%	+$440K	1.08%	25
2014 Q1	$8.23M	Sell	100,403 -23,361	-19%	-$1.76M	1.13%	21
2013 Q4	$9.32M	Buy	123,764 +553	+0.4%	+$39.7K	1.3%	16
2013 Q3	$8.82M	Buy	123,211 +6,950	+6%	+$497K	1.32%	14
2013 Q2	$7.61M	Buy	+116,261	New	+$7.23M	1.19%	15

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 International Investors Los Angeles, California $427B AUM 29.17% 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

MB Financial Bank - Trust Department's UNH Position: Q1 2019 in Review

MB Financial Bank - Trust Department reduced its UnitedHealth (UNH) stake by 4.9% in Q1 2019, selling an estimated $50.5K and leaving 3,816 shares worth $943K. The position accounts for 0.12% of the portfolio, ranked #62.

MB Financial Bank - Trust Department first reported a position in UNH in Q2 2013 and has held it in 24 quarters since. The position peaked at $18.2M in Q3 2014. 1,944 funds tracked by Wall St. Rank hold UNH as of Q1 2019.

MB Financial Bank - Trust Department held 3,816 shares of UnitedHealth worth $943K as of Q1 2019.
MB Financial Bank - Trust Department sold 198 UnitedHealth shares in Q1 2019, an estimated $50.5K.
UnitedHealth made up 0.12% of MB Financial Bank - Trust Department's portfolio in Q1 2019, its #62 holding.
MB Financial Bank - Trust Department first reported a position in UnitedHealth in Q2 2013 and has held it in 24 quarters since.
MB Financial Bank - Trust Department's UnitedHealth position peaked at $18.2M in Q3 2014.
1,944 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2019.

Based on MB Financial Bank - Trust Department's 13F filing for Q1 2019, filed 5 Apr 2019.