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Numeric Investors’s UnitedHealth UNH Stock Holding History

Numeric Investors’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
Q4 		– Sell
-96,071
Closed -$18.8M – 1188
2017
Q3 		$18.8M Sell
96,071
-204,050
-68% -$39.4M 0.14% 143
2017
Q2 		$55.6M Sell
300,121
-232,500
-44% -$40.8M 0.49% 48
2017
Q1 		$87.4M Sell
532,621
-354,050
-40% -$58M 0.79% 28
2016
Q4 		$142M Sell
886,671
-62,129
-7% -$9.28M 1.3% 12
2016
Q3 		$133M Buy
948,800
+526,800
+125% +$73.8M 1.25% 13
2016
Q2 		$59.6M Buy
422,000
+274,200
+186% +$36.6M 0.53% 46
2016
Q1 		$19.1M Sell
147,800
-34,000
-19% -$4.02M 0.2% 128
2015
Q4 		$21.4M Sell
181,800
-869,000
-83% -$102M 0.23% 104
2015
Q3 		$122M Sell
1,050,800
-93,900
-8% -$11.2M 1.42% 14
2015
Q2 		$140M Buy
1,144,700
+787,300
+220% +$93.1M 1.61% 12
2015
Q1 		$42.3M Buy
357,400
+351,800
+6,282% +$39.1M 0.52% 45
2014
Q4 		$566K Buy
+5,600
New +$531K 0.01% 584

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Numeric Investors's UNH Position: Q4 2017 in Review

Numeric Investors sold out of UnitedHealth (UNH) in Q4 2017, closing a stake of 96,071 shares — an estimated $18.8M sold.

Numeric Investors first reported a position in UNH in Q4 2014 and held it in 12 quarters. The position peaked at $142M in Q4 2016. 1,677 funds tracked by Wall St. Rank hold UNH as of Q4 2017.

  • Numeric Investors reported no remaining UnitedHealth position as of Q4 2017 after selling out during the quarter.
  • Numeric Investors sold 96,071 UnitedHealth shares in Q4 2017, an estimated $18.8M.
  • Numeric Investors first reported a position in UnitedHealth in Q4 2014 and held it in 12 quarters.
  • Numeric Investors's UnitedHealth position peaked at $142M in Q4 2016.
  • 1,677 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2017.

Based on Numeric Investors's 13F filing for Q4 2017, filed 14 Feb 2018.