Zweig Advisers’s UnitedHealth UNH Stock Holding History

Zweig Advisers’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	–	Sell	-56,000	Closed	-$8.02M	–	65
2016 Q2	$8.02M	Sell	56,000 -32,000	-36%	-$4.27M	1.37%	28
2016 Q1	$11.3M	Sell	88,000 -11,000	-11%	-$1.3M	1.9%	17
2015 Q4	$11.6M	Hold	99,000	–	–	1.94%	15
2015 Q3	$11.5M	Hold	99,000	–	–	1.99%	8
2015 Q2	$12.1M	Sell	99,000 -9,000	-8%	-$1.06M	1.83%	28
2015 Q1	$12.8M	Sell	108,000 -32,000	-23%	-$3.55M	1.83%	21
2014 Q4	$14.2M	Sell	140,000 -11,000	-7%	-$1.04M	1.94%	10
2014 Q3	$13M	Buy	151,000 +12,000	+9%	+$1.01M	1.88%	13
2014 Q2	$11.4M	Sell	139,000 -3,000	-2%	-$236K	1.59%	33
2014 Q1	$11.6M	Sell	142,000 -12,000	-8%	-$903K	1.65%	32
2013 Q4	$11.6M	Buy	154,000 +11,000	+8%	+$790K	1.59%	32
2013 Q3	$10.2M	Hold	143,000	–	–	1.52%	33
2013 Q2	$9.36M	Buy	+143,000	New	+$8.9M	1.44%	32

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

Zweig Advisers's UNH Position: Q3 2016 in Review

Zweig Advisers sold out of UnitedHealth (UNH) in Q3 2016, closing a stake of 56,000 shares — an estimated $8.02M sold.

Zweig Advisers first reported a position in UNH in Q2 2013 and held it in 13 quarters. The position peaked at $14.2M in Q4 2014. 1,275 funds tracked by Wall St. Rank hold UNH as of Q3 2016.

Zweig Advisers reported no remaining UnitedHealth position as of Q3 2016 after selling out during the quarter.
Zweig Advisers sold 56,000 UnitedHealth shares in Q3 2016, an estimated $8.02M.
Zweig Advisers first reported a position in UnitedHealth in Q2 2013 and held it in 13 quarters.
Zweig Advisers's UnitedHealth position peaked at $14.2M in Q4 2014.
1,275 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2016.

Based on Zweig Advisers's 13F filing for Q3 2016.