Mesirow Financial Investment Management - Fixed Income’s UnitedHealth UNH Stock Holding History

Mesirow Financial Investment Management - Fixed Income’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
2017 Q1	–	Sell	-6,970	Closed	-$1.11M	–	238
2016 Q4	$1.11M	Hold	6,970	–	–	0.07%	107
2016 Q3	$977K	Sell	6,970 -1,393	-17%	-$195K	0.06%	115
2016 Q2	$1.18M	Sell	8,363 -8,440	-50%	-$1.13M	0.07%	116
2016 Q1	$2.17M	Hold	16,803	–	–	0.99%	22
2015 Q4	$1.98M	Sell	16,803 -547	-3%	-$63.9K	0.91%	32
2015 Q3	$2.01M	Sell	17,350 -53	-0.3%	-$6.34K	0.56%	75
2015 Q2	$2.12M	Sell	17,403 -290	-2%	-$34.3K	0.51%	75
2015 Q1	$2.09M	Sell	17,693 -53	-0.3%	-$5.89K	0.5%	79
2014 Q4	$1.79M	Hold	17,746	–	–	0.45%	83
2014 Q3	$1.53M	Sell	17,746 -145	-0.8%	-$12.3K	0.39%	99
2014 Q2	$1.46M	Sell	17,891 -102	-0.6%	-$8.03K	0.36%	92
2014 Q1	$1.48M	Buy	17,993 +4,888	+37%	+$368K	0.35%	114
2013 Q4	$987K	Hold	13,105	–	–	0.26%	104
2013 Q3	$938K	Sell	13,105 -7,718	-37%	-$552K	0.27%	106
2013 Q2	$1.36M	Buy	+20,823	New	+$1.3M	0.41%	86

Other funds holding UNH

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

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

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

Mesirow Financial Investment Management - Fixed Income's UNH Position: Q1 2017 in Review

Mesirow Financial Investment Management - Fixed Income sold out of UnitedHealth (UNH) in Q1 2017, closing a stake of 6,970 shares — an estimated $1.11M sold.

Mesirow Financial Investment Management - Fixed Income first reported a position in UNH in Q2 2013 and held it in 15 quarters. The position peaked at $2.17M in Q1 2016. 1,452 funds tracked by Wall St. Rank hold UNH as of Q1 2017.

Mesirow Financial Investment Management - Fixed Income reported no remaining UnitedHealth position as of Q1 2017 after selling out during the quarter.
Mesirow Financial Investment Management - Fixed Income sold 6,970 UnitedHealth shares in Q1 2017, an estimated $1.11M.
Mesirow Financial Investment Management - Fixed Income first reported a position in UnitedHealth in Q2 2013 and held it in 15 quarters.
Mesirow Financial Investment Management - Fixed Income's UnitedHealth position peaked at $2.17M in Q1 2016.
1,452 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2017.

Based on Mesirow Financial Investment Management - Fixed Income's 13F filing for Q1 2017, filed 25 Apr 2017.