Virtus Fund Advisers’s UnitedHealth UNH Stock Holding History

Virtus Fund Advisers’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	$72.2M	Buy	327,598 +749	+0.2%	+$159K	0.71%	39
2017 Q3	$64M	Sell	326,849 -52,031	-14%	-$10.1M	0.65%	42
2017 Q2	$71.2M	Sell	378,880 -16,681	-4%	-$2.93M	0.7%	32
2017 Q1	$64.9M	Sell	395,561 -472,029	-54%	-$77.3M	0.61%	46
2016 Q4	$139M	Sell	867,590 -46,773	-5%	-$6.99M	1.17%	9
2016 Q3	$128M	Buy	914,363 +9,017	+1%	+$1.26M	1.13%	12
2016 Q2	$128M	Buy	905,346 +74,009	+9%	+$9.87M	1.14%	14
2016 Q1	$107M	Buy	831,337 +830,085	+66,301%	+$98.2M	0.95%	19
2015 Q4	$147K	Hold	1,252	–	–	﹤0.01%	396
2015 Q3	$145K	Hold	1,252	–	–	﹤0.01%	383
2015 Q2	$153K	Buy	1,252 +535	+75%	+$63.3K	﹤0.01%	400
2015 Q1	$85K	Sell	717 -1,123	-61%	-$125K	﹤0.01%	570
2014 Q4	$186K	Hold	1,840	–	–	﹤0.01%	441
2014 Q3	$159K	Sell	1,840 -8,800	-83%	-$744K	﹤0.01%	487
2014 Q2	$870K	Buy	+10,640	New	+$837K	0.01%	474

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

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

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