Analytic Investors’s UnitedHealth UNH Stock Holding History

Analytic 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
2016 Q3	$20.1M	Buy	143,804 +67,959	+90%	+$9.52M	0.23%	99
2016 Q2	$10.7M	Buy	75,845 +58,405	+335%	+$7.79M	0.13%	139
2016 Q1	$2.25M	Buy	17,440 +5,267	+43%	+$623K	0.03%	294
2015 Q4	$1.43M	Sell	12,173 -104,987	-90%	-$12.3M	0.02%	343
2015 Q3	$13.6M	Sell	117,160 -58,012	-33%	-$6.94M	0.18%	121
2015 Q2	$21.4M	Buy	+175,172	New	+$20.7M	0.3%	83
2015 Q1	–	Sell	-36,101	Closed	-$3.65M	–	604
2014 Q4	$3.65M	Buy	+36,101	New	+$3.42M	0.05%	200
2014 Q3	–	Sell	-51,393	Closed	-$4.2M	–	672
2014 Q2	$4.2M	Buy	51,393 +26,216	+104%	+$2.06M	0.07%	184
2014 Q1	$2.06M	Buy	25,177 +828	+3%	+$62.3K	0.03%	275
2013 Q4	$1.83M	Buy	+24,349	New	+$1.75M	0.03%	256
2013 Q3	–	Sell	-32,830	Closed	-$2.15M	–	575
2013 Q2	$2.15M	Buy	+32,830	New	+$2.04M	0.04%	270

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Analytic Investors's UNH Position: Q3 2016 in Review

Analytic Investors increased its UnitedHealth (UNH) stake by 90% in Q3 2016, buying an estimated $9.52M and bringing the position to 143,804 shares worth $20.1M. The position accounts for 0.23% of the portfolio, ranked #99.

Analytic Investors first reported a position in UNH in Q2 2013 and has held it in 11 quarters since. The position peaked at $21.4M in Q2 2015. 1,275 funds tracked by Wall St. Rank hold UNH as of Q3 2016.

Analytic Investors held 143,804 shares of UnitedHealth worth $20.1M as of Q3 2016.
Analytic Investors bought 67,959 UnitedHealth shares in Q3 2016, an estimated $9.52M.
UnitedHealth made up 0.23% of Analytic Investors's portfolio in Q3 2016, its #99 holding.
Analytic Investors first reported a position in UnitedHealth in Q2 2013 and has held it in 11 quarters since.
Analytic Investors's UnitedHealth position peaked at $21.4M in Q2 2015.
1,275 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2016.

Based on Analytic Investors's 13F filing for Q3 2016, filed 14 Nov 2016.