Alpha Capital Management’s UnitedHealth UNH Stock Holding History

Alpha Capital 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
2017 Q1	–	Sell	-1,606	Closed	-$257K	–	95
2016 Q4	$257K	Buy	1,606 +75	+5%	+$11.2K	0.18%	75
2016 Q3	$214K	Buy	+1,531	New	+$214K	0.16%	72
2015 Q2	–	Sell	-2,027	Closed	-$205K	–	88
2015 Q1	$205K	Hold	2,027	–	–	0.14%	80
2014 Q4	$205K	Buy	+2,027	New	+$192K	0.14%	80

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

Alpha Capital Management's UNH Position: Q1 2017 in Review

Alpha Capital Management sold out of UnitedHealth (UNH) in Q1 2017, closing a stake of 1,606 shares — an estimated $257K sold.

Alpha Capital Management first reported a position in UNH in Q4 2014 and held it in 4 quarters. The position peaked at $257K in Q4 2016. 1,451 funds tracked by Wall St. Rank hold UNH as of Q1 2017.

Alpha Capital Management reported no remaining UnitedHealth position as of Q1 2017 after selling out during the quarter.
Alpha Capital Management sold 1,606 UnitedHealth shares in Q1 2017, an estimated $257K.
Alpha Capital Management first reported a position in UnitedHealth in Q4 2014 and held it in 4 quarters.
Alpha Capital Management's UnitedHealth position peaked at $257K in Q4 2016.
1,451 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2017.

Based on Alpha Capital Management's 13F filing for Q1 2017, filed 25 Apr 2017.