Pinnacle Summer Investments’s UnitedHealth UNH Stock Holding History

Pinnacle Summer Investments’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
2015 Q4	$320K	Buy	2,726 +864	+46%	+$101K	0.05%	166
2015 Q3	$216K	Buy	1,862 +749	+67%	+$89.6K	0.04%	272
2015 Q2	$136K	Sell	1,113 -742	-40%	-$87.8K	0.03%	219
2015 Q1	$220K	Buy	1,855 +3	+0.2%	+$333	0.03%	295
2014 Q4	$193K	Buy	1,852 +3	+0.2%	+$284	0.02%	319
2014 Q3	$159K	Buy	1,849 +227	+14%	+$19.2K	0.02%	356
2014 Q2	$135K	Buy	1,622 +4	+0.2%	+$315	0.02%	349
2014 Q1	$122K	Buy	1,618 +3	+0.2%	+$226	0.02%	329
2013 Q4	$122K	Buy	1,615 +850	+111%	+$61.1K	0.02%	326
2013 Q3	$54K	Buy	765 +20	+3%	+$1.43K	0.01%	418
2013 Q2	$49K	Buy	+745	New	+$46.4K	0.01%	385

Other funds holding UNH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 16.26% 1-Year Est. Return

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

Pinnacle Summer Investments's UNH Position: Q4 2015 in Review

Pinnacle Summer Investments increased its UnitedHealth (UNH) stake by 46% in Q4 2015, buying an estimated $101K and bringing the position to 2,726 shares worth $320K. The position accounts for 0.05% of the portfolio, ranked #166.

Pinnacle Summer Investments first reported a position in UNH in Q2 2013 and has held it in 11 quarters since. 1,219 funds tracked by Wall St. Rank hold UNH as of Q4 2015.

Pinnacle Summer Investments held 2,726 shares of UnitedHealth worth $320K as of Q4 2015.
Pinnacle Summer Investments bought 864 UnitedHealth shares in Q4 2015, an estimated $101K.
UnitedHealth made up 0.05% of Pinnacle Summer Investments's portfolio in Q4 2015, its #166 holding.
Pinnacle Summer Investments first reported a position in UnitedHealth in Q2 2013 and has held it in 11 quarters since.
1,219 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.