Mizuho Trust & Banking’s UnitedHealth UNH Stock Holding History

Mizuho Trust & Banking’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
2016 Q4	–	Sell	-1,574,817	Closed	-$220M	–	620
2016 Q3	$220M	Buy	1,574,817 +16,396	+1%	+$2.3M	0.65%	34
2016 Q2	$220M	Buy	1,558,421 +55,333	+4%	+$7.38M	0.67%	32
2016 Q1	$194M	Buy	1,503,088 +58,706	+4%	+$6.94M	0.61%	38
2015 Q4	$172M	Buy	1,444,382 +20,971	+1%	+$2.45M	0.57%	41
2015 Q3	$165M	Buy	1,423,411 +49,128	+4%	+$5.88M	0.57%	37
2015 Q2	$168M	Buy	1,374,283 +16,789	+1%	+$1.99M	0.55%	40
2015 Q1	$161M	Buy	1,357,494 +49,639	+4%	+$5.51M	0.54%	40
2014 Q4	$132M	Buy	1,307,855 +37,725	+3%	+$3.58M	0.47%	48
2014 Q3	$110M	Sell	1,270,130 -77,750	-6%	-$6.57M	0.41%	51
2014 Q2	$110M	Sell	1,347,880 -2,806	-0.2%	-$221K	0.39%	54
2014 Q1	$111M	Sell	1,350,686 -66,888	-5%	-$5.03M	0.42%	51
2013 Q4	$106M	Buy	1,417,574 +3,047	+0.2%	+$219K	0.4%	56
2013 Q3	$92.6M	Hold	1,414,527	–	–	0.39%	55
2013 Q2	$92.6M	Buy	+1,414,527	New	+$88M	0.39%	54

Other funds holding UNH

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 $2.9T AUM 29.55% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

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

Mizuho Trust & Banking's UNH Position: Q4 2016 in Review

Mizuho Trust & Banking sold out of UnitedHealth (UNH) in Q4 2016, closing a stake of 1,574,817 shares — an estimated $220M sold.

Mizuho Trust & Banking first reported a position in UNH in Q2 2013 and held it in 14 quarters. The position peaked at $220M in Q3 2016. 1,413 funds tracked by Wall St. Rank hold UNH as of Q4 2016.

Mizuho Trust & Banking reported no remaining UnitedHealth position as of Q4 2016 after selling out during the quarter.
Mizuho Trust & Banking sold 1,574,817 UnitedHealth shares in Q4 2016, an estimated $220M.
Mizuho Trust & Banking first reported a position in UnitedHealth in Q2 2013 and held it in 14 quarters.
Mizuho Trust & Banking's UnitedHealth position peaked at $220M in Q3 2016.
1,413 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2016.

Based on Mizuho Trust & Banking's 13F filing for Q4 2016, filed 14 Feb 2017.