Santa Fe Partners’s UnitedHealth UNH Stock Holding History

Santa Fe 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 Q1	–	Sell	-16,959	Closed	-$2M	–	301
2015 Q4	$2M	Buy	+16,959	New	+$1.98M	0.33%	119
2015 Q3	–	Sell	-30,271	Closed	-$3.69M	–	583
2015 Q2	$3.69M	Buy	30,271 +22,658	+298%	+$2.68M	0.5%	19
2015 Q1	$901K	Buy	7,613 +3,232	+74%	+$359K	0.11%	319
2014 Q4	$444K	Buy	4,381 +1,063	+32%	+$101K	0.06%	389
2014 Q3	$286K	Buy	+3,318	New	+$280K	0.04%	457

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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 16.07% 1-Year Est. Return

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

Santa Fe Partners's UNH Position: Q1 2016 in Review

Santa Fe Partners sold out of UnitedHealth (UNH) in Q1 2016, closing a stake of 16,959 shares — an estimated $2M sold.

Santa Fe Partners first reported a position in UNH in Q3 2014 and held it in 5 quarters. The position peaked at $3.69M in Q2 2015. 1,219 funds tracked by Wall St. Rank hold UNH as of Q1 2016.

Santa Fe Partners reported no remaining UnitedHealth position as of Q1 2016 after selling out during the quarter.
Santa Fe Partners sold 16,959 UnitedHealth shares in Q1 2016, an estimated $2M.
Santa Fe Partners first reported a position in UnitedHealth in Q3 2014 and held it in 5 quarters.
Santa Fe Partners's UnitedHealth position peaked at $3.69M in Q2 2015.
1,219 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2016.

Based on Santa Fe Partners's 13F filing for Q1 2016.