Whitebox Advisors’s UnitedHealth UNH Stock Holding History

Whitebox Advisors’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	-50,921	Closed	-$5.99M	–	141
2015 Q4	$5.99M	Sell	50,921 -8,350	-14%	-$976K	0.16%	70
2015 Q3	$6.88M	Buy	59,271 +2,247	+4%	+$269K	0.31%	72
2015 Q2	$6.96M	Buy	+57,024	New	+$6.75M	0.3%	78
2015 Q1	–	Sell	-129,613	Closed	-$13.1M	–	439
2014 Q4	$13.1M	Sell	129,613 -19,018	-13%	-$1.8M	0.52%	38
2014 Q3	$12.8M	Buy	148,631 +3,306	+2%	+$279K	0.5%	48
2014 Q2	$11.9M	Buy	145,325 +20,490	+16%	+$1.61M	0.47%	55
2014 Q1	$10.2M	Buy	124,835 +52,733	+73%	+$3.97M	0.44%	48
2013 Q4	$5.43M	Buy	72,102 +48,214	+202%	+$3.46M	0.24%	68
2013 Q3	$1.71M	Sell	23,888 -6,732	-22%	-$482K	0.09%	161
2013 Q2	$2M	Buy	+30,620	New	+$1.91M	0.11%	105

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BIT

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Whitebox Advisors's UNH Position: Q1 2016 in Review

Whitebox Advisors sold out of UnitedHealth (UNH) in Q1 2016, closing a stake of 50,921 shares — an estimated $5.99M sold.

Whitebox Advisors first reported a position in UNH in Q2 2013 and held it in 10 quarters. The position peaked at $13.1M in Q4 2014. 1,223 funds tracked by Wall St. Rank hold UNH as of Q1 2016.

Whitebox Advisors reported no remaining UnitedHealth position as of Q1 2016 after selling out during the quarter.
Whitebox Advisors sold 50,921 UnitedHealth shares in Q1 2016, an estimated $5.99M.
Whitebox Advisors first reported a position in UnitedHealth in Q2 2013 and held it in 10 quarters.
Whitebox Advisors's UnitedHealth position peaked at $13.1M in Q4 2014.
1,223 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2016.

Based on Whitebox Advisors's 13F filing for Q1 2016, filed 3 May 2016.