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Sentinel Asset Management’s UnitedHealth UNH Stock Holding History

Sentinel 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
2017
Q4 		– Sell
-288,400
Closed -$56.5M – 135
2017
Q3 		$56.5M Sell
288,400
-29,600
-9% -$5.72M 1.35% 7
2017
Q2 		$59M Sell
318,000
-20,500
-6% -$3.59M 1.43% 7
2017
Q1 		$55.5M Hold
338,500
– – 1.31% 13
2016
Q4 		$54.2M Sell
338,500
-108,700
-24% -$16.2M 1.35% 10
2016
Q3 		$62.6M Hold
447,200
– – 1.49% 6
2016
Q2 		$63.1M Buy
447,200
+5,400
+1% +$720K 1.49% 5
2016
Q1 		$56.9M Buy
441,800
+2,100
+0.5% +$248K 1.27% 9
2015
Q4 		$51.7M Sell
439,700
-66,400
-13% -$7.76M 1.3% 11
2015
Q3 		$58.7M Buy
506,100
+6,000
+1% +$718K 1.5% 6
2015
Q2 		$61M Sell
500,100
-15,000
-3% -$1.77M 1.39% 5
2015
Q1 		$60.9M Buy
515,100
+5,000
+1% +$555K 1.32% 7
2014
Q4 		$51.6M Sell
510,100
-30,500
-6% -$2.89M 1.08% 17
2014
Q3 		$46.6M Hold
540,600
– – 0.96% 25
2014
Q2 		$44.2M Sell
540,600
-16,950
-3% -$1.33M 0.88% 27
2014
Q1 		$45.7M Hold
557,550
– – 0.91% 20
2013
Q4 		$42M Buy
557,550
+33,950
+6% +$2.44M 0.81% 21
2013
Q3 		$37.5M Sell
523,600
-2,400
-0.5% -$172K 0.78% 21
2013
Q2 		$34.4M Buy
+526,000
New +$32.7M 0.74% 24

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

Sentinel Asset Management's UNH Position: Q4 2017 in Review

Sentinel Asset Management sold out of UnitedHealth (UNH) in Q4 2017, closing a stake of 288,400 shares — an estimated $56.5M sold.

Sentinel Asset Management first reported a position in UNH in Q2 2013 and held it in 18 quarters. The position peaked at $63.1M in Q2 2016. 1,677 funds tracked by Wall St. Rank hold UNH as of Q4 2017.

  • Sentinel Asset Management reported no remaining UnitedHealth position as of Q4 2017 after selling out during the quarter.
  • Sentinel Asset Management sold 288,400 UnitedHealth shares in Q4 2017, an estimated $56.5M.
  • Sentinel Asset Management first reported a position in UnitedHealth in Q2 2013 and held it in 18 quarters.
  • Sentinel Asset Management's UnitedHealth position peaked at $63.1M in Q2 2016.
  • 1,677 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2017.

Based on Sentinel Asset Management's 13F filing for Q4 2017, filed 14 Feb 2018.