Westport Resources Management’s UnitedHealth UNH Stock Holding History

Westport Resources 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
2016 Q3	$538K	Sell	3,841 -4,970	-56%	-$696K	0.39%	68
2016 Q2	$1.24M	Buy	8,811 +173	+2%	+$23.1K	0.4%	75
2016 Q1	$1.11M	Sell	8,638 -1,455	-14%	-$172K	0.36%	80
2015 Q4	$1.19M	Buy	10,093 +300	+3%	+$35.1K	0.35%	87
2015 Q3	$1.14M	Sell	9,793 -110	-1%	-$13.2K	0.35%	79
2015 Q2	$1.21M	Buy	9,903 +1,326	+15%	+$157K	0.34%	86
2015 Q1	$1.01M	Sell	8,577 -2,276	-21%	-$253K	0.28%	106
2014 Q4	$1.1M	Buy	10,853 +964	+10%	+$91.4K	0.29%	103
2014 Q3	$853K	Buy	9,889 +170	+2%	+$14.4K	0.23%	127
2014 Q2	$795K	Sell	9,719 -884	-8%	-$69.6K	0.22%	141
2014 Q1	$869K	Hold	10,603	–	–	0.24%	119
2013 Q4	$798K	Buy	10,603 +140	+1%	+$10.1K	0.23%	118
2013 Q3	$749K	Buy	10,463 +315	+3%	+$22.5K	0.25%	112
2013 Q2	$664K	Buy	+10,148	New	+$631K	0.23%	117

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Westport Resources Management's UNH Position: Q3 2016 in Review

Westport Resources Management reduced its UnitedHealth (UNH) stake by 56% in Q3 2016, selling an estimated $696K and leaving 3,841 shares worth $538K. The position accounts for 0.39% of the portfolio, ranked #68.

Westport Resources Management first reported a position in UNH in Q2 2013 and has held it in 14 quarters since. The position peaked at $1.24M in Q2 2016. 1,275 funds tracked by Wall St. Rank hold UNH as of Q3 2016.

Westport Resources Management held 3,841 shares of UnitedHealth worth $538K as of Q3 2016.
Westport Resources Management sold 4,970 UnitedHealth shares in Q3 2016, an estimated $696K.
UnitedHealth made up 0.39% of Westport Resources Management's portfolio in Q3 2016, its #68 holding.
Westport Resources Management first reported a position in UnitedHealth in Q2 2013 and has held it in 14 quarters since.
Westport Resources Management's UnitedHealth position peaked at $1.24M in Q2 2016.
1,275 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2016.

Based on Westport Resources Management's 13F filing for Q3 2016, filed 14 Nov 2016.