Blue Clay Capital Management’s UnitedHealth UNH Stock Holding History

Blue Clay Capital 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
2016 Q1	–	Sell	-13,597	Closed	-$1.6M	–	130
2015 Q4	$1.6M	Hold	13,597	–	–	1.33%	18
2015 Q3	$1.58M	Sell	13,597 -2,500	-16%	-$299K	1.26%	24
2015 Q2	$1.96M	Sell	16,097 -1,000	-6%	-$118K	1.11%	17
2015 Q1	$2.02M	Hold	17,097	–	–	1.05%	16
2014 Q4	$1.73M	Buy	+17,097	New	+$1.62M	1.26%	21

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

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

BIT

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

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

Blue Clay Capital Management's UNH Position: Q1 2016 in Review

Blue Clay Capital Management sold out of UnitedHealth (UNH) in Q1 2016, closing a stake of 13,597 shares — an estimated $1.6M sold.

Blue Clay Capital Management first reported a position in UNH in Q4 2014 and held it in 5 quarters. The position peaked at $2.02M in Q1 2015. 1,219 funds tracked by Wall St. Rank hold UNH as of Q1 2016.

Blue Clay Capital Management reported no remaining UnitedHealth position as of Q1 2016 after selling out during the quarter.
Blue Clay Capital Management sold 13,597 UnitedHealth shares in Q1 2016, an estimated $1.6M.
Blue Clay Capital Management first reported a position in UnitedHealth in Q4 2014 and held it in 5 quarters.
Blue Clay Capital Management's UnitedHealth position peaked at $2.02M in Q1 2015.
1,219 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2016.

Based on Blue Clay Capital Management's 13F filing for Q1 2016, filed 16 May 2016.