Princeton Alpha Management’s UnitedHealth UNH Stock Holding History

Princeton Alpha 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
2017 Q2	–	Sell	-6,243	Closed	-$1.02M	–	365
2017 Q1	$1.02M	Buy	6,243 +683	+12%	+$112K	0.34%	69
2016 Q4	$890K	Sell	5,560 -17,032	-75%	-$2.54M	0.18%	171
2016 Q3	$3.16M	Sell	22,592 -5,669	-20%	-$794K	0.59%	15
2016 Q2	$3.99M	Buy	+28,261	New	+$3.77M	0.71%	11
2016 Q1	–	Sell	-19,253	Closed	-$2.27M	–	939
2015 Q4	$2.27M	Sell	19,253 -8,440	-30%	-$986K	0.39%	51
2015 Q3	$3.21M	Buy	27,693 +23,597	+576%	+$2.82M	0.66%	13
2015 Q2	$500K	Sell	4,096 -14,559	-78%	-$1.72M	0.1%	304
2015 Q1	$2.21M	Buy	+18,655	New	+$2.07M	0.47%	41

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Princeton Alpha Management's UNH Position: Q2 2017 in Review

Princeton Alpha Management sold out of UnitedHealth (UNH) in Q2 2017, closing a stake of 6,243 shares — an estimated $1.02M sold.

Princeton Alpha Management first reported a position in UNH in Q1 2015 and held it in 8 quarters. The position peaked at $3.99M in Q2 2016. 1,488 funds tracked by Wall St. Rank hold UNH as of Q2 2017.

Princeton Alpha Management reported no remaining UnitedHealth position as of Q2 2017 after selling out during the quarter.
Princeton Alpha Management sold 6,243 UnitedHealth shares in Q2 2017, an estimated $1.02M.
Princeton Alpha Management first reported a position in UnitedHealth in Q1 2015 and held it in 8 quarters.
Princeton Alpha Management's UnitedHealth position peaked at $3.99M in Q2 2016.
1,488 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2017.

Based on Princeton Alpha Management's 13F filing for Q2 2017.