Needelman Asset Management’s UnitedHealth UNH Stock Holding History

Needelman Asset 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 Q3	–	Sell	-6,272	Closed	-$1.54M	–	30
2018 Q2	$1.54M	Sell	6,272 -10	-0.2%	-$2.4K	3.35%	7
2018 Q1	$1.34M	Sell	6,282 -35	-0.6%	-$7.99K	2.9%	16
2017 Q4	$1.39M	Sell	6,317 -1,760	-22%	-$373K	3.48%	9
2017 Q3	$1.58M	Sell	8,077 -980	-11%	-$189K	3.89%	2
2017 Q2	$1.68M	Sell	9,057 -348	-4%	-$61K	4.32%	2
2017 Q1	$1.54M	Sell	9,405 -45	-0.5%	-$7.37K	4.13%	2
2016 Q4	$1.51M	Sell	9,450 -200	-2%	-$29.9K	4.19%	2
2016 Q3	$1.35M	Sell	9,650 -1,050	-10%	-$147K	4.06%	1
2016 Q2	$1.51M	Sell	10,700 -75	-0.7%	-$10K	4.31%	2
2016 Q1	$1.39M	Sell	10,775 -135	-1%	-$16K	4.07%	3
2015 Q4	$1.28M	Sell	10,910 -1,575	-13%	-$184K	3.89%	4
2015 Q3	$1.45M	Hold	12,485	–	–	4.76%	1
2015 Q2	$1.52M	Sell	12,485 -570	-4%	-$67.4K	4.82%	1
2015 Q1	$1.54M	Sell	13,055 -40	-0.3%	-$4.44K	4.69%	2
2014 Q4	$1.32M	Hold	13,095	–	–	4.06%	3
2014 Q3	$1.13M	Sell	13,095 -65	-0.5%	-$5.49K	3.62%	8
2014 Q2	$1.08M	Sell	13,160 -50	-0.4%	-$3.93K	3.4%	7
2014 Q1	$1.08M	Sell	13,210 -575	-4%	-$43.3K	3.52%	7
2013 Q4	$1.04M	Buy	13,785 +345	+3%	+$24.8K	3.42%	8
2013 Q3	$962K	Sell	13,440 -25	-0.2%	-$1.79K	3.45%	6
2013 Q2	$882K	Buy	+13,465	New	+$838K	3.22%	8

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Needelman Asset Management's UNH Position: Q3 2018 in Review

Needelman Asset Management sold out of UnitedHealth (UNH) in Q3 2018, closing a stake of 6,272 shares — an estimated $1.54M sold.

Needelman Asset Management first reported a position in UNH in Q2 2013 and held it in 21 quarters. The position peaked at $1.68M in Q2 2017. 1,784 funds tracked by Wall St. Rank hold UNH as of Q3 2018.

Needelman Asset Management reported no remaining UnitedHealth position as of Q3 2018 after selling out during the quarter.
Needelman Asset Management sold 6,272 UnitedHealth shares in Q3 2018, an estimated $1.54M.
Needelman Asset Management first reported a position in UnitedHealth in Q2 2013 and held it in 21 quarters.
Needelman Asset Management's UnitedHealth position peaked at $1.68M in Q2 2017.
1,784 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2018.

Based on Needelman Asset Management's 13F filing for Q3 2018.