Neuberger Berman Canada’s UnitedHealth UNH Stock Holding History

Neuberger Berman Canada’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 Q3	$1.38M	Sell	7,057 -1,439	-17%	-$278K	0.25%	93
2017 Q2	$1.57M	Buy	8,496 +2,340	+38%	+$410K	0.29%	72
2017 Q1	$1.01M	Buy	6,156 +4,612	+299%	+$755K	0.2%	155
2016 Q4	$247K	Buy	+1,544	New	+$231K	0.06%	232
2015 Q4	–	Sell	-9,838	Closed	-$1.14M	–	203
2015 Q3	$1.14M	Sell	9,838 -4,063	-29%	-$486K	0.5%	91
2015 Q2	$1.7M	Buy	+13,901	New	+$1.64M	0.46%	51
2015 Q1	–	Sell	-17,746	Closed	-$1.79M	–	284
2014 Q4	$1.79M	Sell	17,746 -22,594	-56%	-$2.14M	0.28%	96
2014 Q3	$3.48M	Buy	40,340 +18,040	+81%	+$1.52M	0.54%	48
2014 Q2	$1.82M	Buy	22,300 +13,800	+162%	+$1.09M	0.47%	18
2014 Q1	$697K	Sell	8,500 -29,400	-78%	-$2.21M	0.16%	173
2013 Q4	$2.85M	Buy	+37,900	New	+$2.72M	0.67%	22
2013 Q3	–	Sell	-5,010	Closed	-$328K	–	299
2013 Q2	$328K	Buy	+5,010	New	+$312K	0.06%	236

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 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 $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

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

Neuberger Berman Canada's UNH Position: Q3 2017 in Review

Neuberger Berman Canada reduced its UnitedHealth (UNH) stake by 17% in Q3 2017, selling an estimated $278K and leaving 7,057 shares worth $1.38M. The position accounts for 0.25% of the portfolio, ranked #93.

Neuberger Berman Canada first reported a position in UNH in Q2 2013 and has held it in 12 quarters since. The position peaked at $3.48M in Q3 2014. 1,519 funds tracked by Wall St. Rank hold UNH as of Q3 2017.

Neuberger Berman Canada held 7,057 shares of UnitedHealth worth $1.38M as of Q3 2017.
Neuberger Berman Canada sold 1,439 UnitedHealth shares in Q3 2017, an estimated $278K.
UnitedHealth made up 0.25% of Neuberger Berman Canada's portfolio in Q3 2017, its #93 holding.
Neuberger Berman Canada first reported a position in UnitedHealth in Q2 2013 and has held it in 12 quarters since.
Neuberger Berman Canada's UnitedHealth position peaked at $3.48M in Q3 2014.
1,519 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2017.

Based on Neuberger Berman Canada's 13F filing for Q3 2017, filed 3 Nov 2017.