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AlphaOne Investment Services’s UnitedHealth UNH Stock Holding History

AlphaOne Investment Services’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
2018
Q2 		– Sell
-2,244
Closed -$480K – 430
2018
Q1 		$480K Buy
2,244
+2,024
+920% +$462K 0.13% 91
2017
Q4 		$48K Sell
220
-296
-57% -$62.7K 0.01% 210
2017
Q3 		$101K Buy
+516
New +$99.7K 0.03% 148

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

AlphaOne Investment Services's UNH Position: Q2 2018 in Review

AlphaOne Investment Services sold out of UnitedHealth (UNH) in Q2 2018, closing a stake of 2,244 shares — an estimated $480K sold.

AlphaOne Investment Services first reported a position in UNH in Q3 2017 and held it in 3 quarters. The position peaked at $480K in Q1 2018. 1,754 funds tracked by Wall St. Rank hold UNH as of Q2 2018.

  • AlphaOne Investment Services reported no remaining UnitedHealth position as of Q2 2018 after selling out during the quarter.
  • AlphaOne Investment Services sold 2,244 UnitedHealth shares in Q2 2018, an estimated $480K.
  • AlphaOne Investment Services first reported a position in UnitedHealth in Q3 2017 and held it in 3 quarters.
  • AlphaOne Investment Services's UnitedHealth position peaked at $480K in Q1 2018.
  • 1,754 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2018.

Based on AlphaOne Investment Services's 13F filing for Q2 2018, filed 13 Aug 2018.