Saddle Road Partners’s UnitedHealth UNH Stock Holding History

Saddle Road Partners’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	$6.88M	Buy	62,731 +51,258	+447%	+$7.66M	3.49%	8
2016 Q3	$1.61M	Hold	11,473	–	–	0.91%	30
2016 Q2	$1.62M	Hold	11,473	–	–	0.97%	29
2016 Q1	$1.48M	Sell	11,473 -1,300	-10%	-$154K	0.94%	34
2015 Q4	$1.5M	Buy	+12,773	New	+$1.49M	1.03%	30

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

Saddle Road Partners's UNH Position: Q4 2016 in Review

Saddle Road Partners increased its UnitedHealth (UNH) stake by 447% in Q4 2016, buying an estimated $7.66M and bringing the position to 62,731 shares worth $6.88M. The position accounts for 3.49% of the portfolio, ranked #8.

Saddle Road Partners first reported a position in UNH in Q4 2015 and has held it in 5 quarters since. 1,412 funds tracked by Wall St. Rank hold UNH as of Q4 2016.

Saddle Road Partners held 62,731 shares of UnitedHealth worth $6.88M as of Q4 2016.
Saddle Road Partners bought 51,258 UnitedHealth shares in Q4 2016, an estimated $7.66M.
UnitedHealth made up 3.49% of Saddle Road Partners's portfolio in Q4 2016, its #8 holding.
Saddle Road Partners first reported a position in UnitedHealth in Q4 2015 and has held it in 5 quarters since.
1,412 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2016.

Based on Saddle Road Partners's 13F filing for Q4 2016, filed 6 Jan 2017.