Rockefeller Financial Services’s UnitedHealth UNH Stock Holding History

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