Water Island Capital’s UnitedHealth UNH Stock Holding History

Water Island Capital’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	-244,942	Closed	-$40.2M	–	118
2017 Q1	$40.2M	Buy	+244,942	New	+$40.1M	2.28%	20

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

Water Island Capital's UNH Position: Q2 2017 in Review

Water Island Capital sold out of UnitedHealth (UNH) in Q2 2017, closing a stake of 244,942 shares — an estimated $40.2M sold.

Water Island Capital first reported a position in UNH in Q1 2017 and held it in 1 quarter. The position peaked at $40.2M in Q1 2017. 1,488 funds tracked by Wall St. Rank hold UNH as of Q2 2017.

Water Island Capital reported no remaining UnitedHealth position as of Q2 2017 after selling out during the quarter.
Water Island Capital sold 244,942 UnitedHealth shares in Q2 2017, an estimated $40.2M.
Water Island Capital first reported a position in UnitedHealth in Q1 2017 and held it in 1 quarter.
Water Island Capital's UnitedHealth position peaked at $40.2M in Q1 2017.
1,488 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2017.

Based on Water Island Capital's 13F filing for Q2 2017, filed 14 Aug 2017.