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Rockefeller Financial Services’s UnitedHealth UNH Stock Holding History

Rockefeller Financial Services’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 		$7.74M Buy
35,108
+15,002
+75% +$3.18M 0.12% 119
2017
Q3 		$3.94M Buy
20,106
+1,142
+6% +$221K 0.08% 123
2017
Q2 		$3.52M Sell
18,964
-891
-4% -$156K 0.07% 125
2017
Q1 		$3.26M Sell
19,855
-125
-0.6% -$20.5K 0.07% 124
2016
Q4 		$3.2M Sell
19,980
-5,416
-21% -$809K 0.07% 129
2016
Q3 		$3.56M Hold
25,396
– – 0.07% 123
2016
Q2 		$3.59M Buy
25,396
+320
+1% +$42.7K 0.07% 126
2016
Q1 		$3.23M Buy
25,076
+9,202
+58% +$1.09M 0.06% 126
2015
Q4 		$1.87M Buy
15,874
+28
+0.2% +$3.27K 0.04% 163
2015
Q3 		$1.84M Sell
15,846
-6,077
-28% -$727K 0.04% 154
2015
Q2 		$2.67M Hold
21,923
– – 0.06% 140
2015
Q1 		$2.59M Sell
21,923
-277
-1% -$30.8K 0.06% 139
2014
Q4 		$2.24M Hold
22,200
– – 0.05% 144
2014
Q3 		$1.92M Sell
22,200
-96,658
-81% -$8.17M 0.04% 165
2014
Q2 		$9.72M Sell
118,858
-906,477
-88% -$71.3M 0.22% 91
2014
Q1 		$84.1M Buy
1,025,335
+19,493
+2% +$1.47M 1.82% 12
2013
Q4 		$75.7M Buy
1,005,842
+273,682
+37% +$19.7M 1.64% 12
2013
Q3 		$52.4M Sell
732,160
-85,032
-10% -$6.09M 1.22% 27
2013
Q2 		$53.5M Buy
+817,192
New +$50.8M 1.28% 23

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Rockefeller Financial Services's UNH Position: Q4 2017 in Review

Rockefeller Financial Services increased its UnitedHealth (UNH) stake by 75% in Q4 2017, buying an estimated $3.18M and bringing the position to 35,108 shares worth $7.74M. The position accounts for 0.12% of the portfolio, ranked #119.

Rockefeller Financial Services first reported a position in UNH in Q2 2013 and has held it in 19 quarters since. The position peaked at $84.1M in Q1 2014. 1,678 funds tracked by Wall St. Rank hold UNH as of Q4 2017.

  • Rockefeller Financial Services held 35,108 shares of UnitedHealth worth $7.74M as of Q4 2017.
  • Rockefeller Financial Services bought 15,002 UnitedHealth shares in Q4 2017, an estimated $3.18M.
  • UnitedHealth made up 0.12% of Rockefeller Financial Services's portfolio in Q4 2017, its #119 holding.
  • Rockefeller Financial Services first reported a position in UnitedHealth in Q2 2013 and has held it in 19 quarters since.
  • Rockefeller Financial Services's UnitedHealth position peaked at $84.1M in Q1 2014.
  • 1,678 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.