EverPoint Asset Management’s UnitedHealth UNH Stock Holding History

EverPoint 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
2016 Q4	$8M	Buy	+50,000	New	+$7.47M	0.15%	168
2016 Q1	–	Sell	-160,000	Closed	-$18.8M	–	538
2015 Q4	$18.8M	Buy	+160,000	New	+$18.7M	0.4%	71
2015 Q3	–	Sell	-140,000	Closed	-$17.1M	–	531
2015 Q2	$17.1M	Buy	140,000 +15,000	+12%	+$1.77M	0.31%	88
2015 Q1	$14.8M	Buy	+125,000	New	+$13.9M	0.28%	114
2014 Q4	–	Sell	-95,000	Closed	-$8.19M	–	548
2014 Q3	$8.19M	Sell	95,000 -25,000	-21%	-$2.11M	0.19%	177
2014 Q2	$9.81M	Buy	+120,000	New	+$9.44M	0.2%	148

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

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

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

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

BIT

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

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

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

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

EverPoint Asset Management's UNH Position: Q4 2016 in Review

EverPoint Asset Management opened a new position in UnitedHealth (UNH) in Q4 2016: 50,000 shares worth $8M. The stake represents 0.15% of the portfolio and ranks #168 among its holdings. This is a return to the name: EverPoint Asset Management previously reported a position in UNH as recently as Q4 2015.

EverPoint Asset Management first reported a position in UNH in Q2 2014 and has held it in 6 quarters since. The position peaked at $18.8M in Q4 2015. 1,412 funds tracked by Wall St. Rank hold UNH as of Q4 2016.

EverPoint Asset Management held 50,000 shares of UnitedHealth worth $8M as of Q4 2016.
UnitedHealth was a new EverPoint Asset Management position in Q4 2016.
UnitedHealth made up 0.15% of EverPoint Asset Management's portfolio in Q4 2016, its #168 holding.
EverPoint Asset Management first reported a position in UnitedHealth in Q2 2014 and has held it in 6 quarters since.
EverPoint Asset Management's UnitedHealth position peaked at $18.8M in Q4 2015.
1,412 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2016.

Based on EverPoint Asset Management's 13F filing for Q4 2016, filed 14 Feb 2017.