Euclid Advisors’s UnitedHealth UNH Stock Holding History

Euclid Advisors’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	–	Sell	-156,253	Closed	-$22.1M	–	432
2016 Q2	$22.1M	Sell	156,253 -2,300	-1%	-$307K	0.96%	7
2016 Q1	$20.4M	Sell	158,553 -139,527	-47%	-$16.5M	0.77%	29
2015 Q4	$35.1M	Sell	298,080 -1,880	-0.6%	-$220K	1.07%	12
2015 Q3	$34.8M	Sell	299,960 -95,460	-24%	-$11.4M	1.58%	13
2015 Q2	$48.2M	Sell	395,420 -50,770	-11%	-$6.01M	0.95%	16
2015 Q1	$52.8M	Buy	446,190 +323,190	+263%	+$35.9M	0.97%	16
2014 Q4	$12.4M	Sell	123,000 -510,410	-81%	-$48.4M	0.12%	169
2014 Q3	$54.6M	Buy	633,410 +17,170	+3%	+$1.45M	0.39%	55
2014 Q2	$50.4M	Sell	616,240 -81,216	-12%	-$6.39M	0.35%	62
2014 Q1	$57.2M	Buy	697,456 +128,770	+23%	+$9.69M	0.43%	45
2013 Q4	$42.8M	Sell	568,686 -24,160	-4%	-$1.74M	0.35%	58
2013 Q3	$42.5M	Buy	592,846 +87,436	+17%	+$6.26M	0.43%	50
2013 Q2	$33.1M	Buy	+505,410	New	+$31.4M	0.42%	50

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

Euclid Advisors's UNH Position: Q3 2016 in Review

Euclid Advisors sold out of UnitedHealth (UNH) in Q3 2016, closing a stake of 156,253 shares — an estimated $22.1M sold.

Euclid Advisors first reported a position in UNH in Q2 2013 and held it in 13 quarters. The position peaked at $57.2M in Q1 2014. 1,276 funds tracked by Wall St. Rank hold UNH as of Q3 2016.

Euclid Advisors reported no remaining UnitedHealth position as of Q3 2016 after selling out during the quarter.
Euclid Advisors sold 156,253 UnitedHealth shares in Q3 2016, an estimated $22.1M.
Euclid Advisors first reported a position in UnitedHealth in Q2 2013 and held it in 13 quarters.
Euclid Advisors's UnitedHealth position peaked at $57.2M in Q1 2014.
1,276 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2016.

Based on Euclid Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.