Perkins Capital Management’s UnitedHealth UNH Stock Holding History

Perkins 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	-13,350	Closed	-$1.57M	–	121
2015 Q4	$1.57M	Hold	13,350	–	–	1.68%	16
2015 Q3	$1.55M	Hold	13,350	–	–	1.72%	15
2015 Q2	$1.63M	Hold	13,350	–	–	1.43%	19
2015 Q1	$1.58M	Sell	13,350 -50	-0.4%	-$5.55K	1.32%	18
2014 Q4	$1.35M	Hold	13,400	–	–	1.16%	28
2014 Q3	$1.16M	Sell	13,400 -200	-1%	-$16.9K	0.98%	34
2014 Q2	$1.11M	Buy	13,600 +1,250	+10%	+$98.3K	0.78%	45
2014 Q1	$1.01M	Sell	12,350 -850	-6%	-$64K	0.71%	51
2013 Q4	$994K	Hold	13,200	–	–	0.67%	58
2013 Q3	$945K	Sell	13,200 -100	-0.8%	-$7.16K	0.68%	53
2013 Q2	$871K	Buy	+13,300	New	+$828K	0.69%	51

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 $3.37T AUM 44.26% 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

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

BIT

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

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

Perkins Capital Management's UNH Position: Q1 2016 in Review

Perkins Capital Management sold out of UnitedHealth (UNH) in Q1 2016, closing a stake of 13,350 shares — an estimated $1.57M sold.

Perkins Capital Management first reported a position in UNH in Q2 2013 and held it in 11 quarters. The position peaked at $1.63M in Q2 2015. 1,223 funds tracked by Wall St. Rank hold UNH as of Q1 2016.

Perkins Capital Management reported no remaining UnitedHealth position as of Q1 2016 after selling out during the quarter.
Perkins Capital Management sold 13,350 UnitedHealth shares in Q1 2016, an estimated $1.57M.
Perkins Capital Management first reported a position in UnitedHealth in Q2 2013 and held it in 11 quarters.
Perkins Capital Management's UnitedHealth position peaked at $1.63M in Q2 2015.
1,223 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2016.

Based on Perkins Capital Management's 13F filing for Q1 2016, filed 18 Apr 2016.