Ivory Investment Management’s UnitedHealth UNH Stock Holding History

Ivory Investment 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 Q2	–	Sell	-86,999	Closed	-$11.2M	–	123
2016 Q1	$11.2M	Sell	86,999 -3,011	-3%	-$356K	0.39%	60
2015 Q4	$10.6M	Buy	+90,010	New	+$10.5M	0.28%	62
2013 Q4	–	Sell	-10,638	Closed	-$762K	–	216
2013 Q3	$762K	Buy	+10,638	New	+$761K	0.04%	158

Other funds holding UNH

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BIT

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ivory Investment Management's UNH Position: Q2 2016 in Review

Ivory Investment Management sold out of UnitedHealth (UNH) in Q2 2016, closing a stake of 86,999 shares — an estimated $11.2M sold.

Ivory Investment Management first reported a position in UNH in Q3 2013 and held it in 3 quarters. The position peaked at $11.2M in Q1 2016. 1,266 funds tracked by Wall St. Rank hold UNH as of Q2 2016.

Ivory Investment Management reported no remaining UnitedHealth position as of Q2 2016 after selling out during the quarter.
Ivory Investment Management sold 86,999 UnitedHealth shares in Q2 2016, an estimated $11.2M.
Ivory Investment Management first reported a position in UnitedHealth in Q3 2013 and held it in 3 quarters.
Ivory Investment Management's UnitedHealth position peaked at $11.2M in Q1 2016.
1,266 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2016.

Based on Ivory Investment Management's 13F filing for Q2 2016, filed 15 Aug 2016.