Apex Capital Management’s UnitedHealth UNH Stock Holding History

Apex 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
2016 Q1	$939K	Buy	7,281 +24	+0.3%	+$2.84K	0.02%	197
2015 Q4	$854K	Sell	7,257 -711	-9%	-$83.1K	0.02%	184
2015 Q3	$924K	Hold	7,968	–	–	0.02%	182
2015 Q2	$972K	Sell	7,968 -1,893	-19%	-$224K	0.02%	186
2015 Q1	$1.17M	Buy	9,861 +58	+0.6%	+$6.44K	0.03%	181
2014 Q4	$991K	Hold	9,803	–	–	0.03%	181
2014 Q3	$846K	Buy	+9,803	New	+$828K	0.03%	180

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

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

BIT

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

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

Apex Capital Management's UNH Position: Q1 2016 in Review

Apex Capital Management increased its UnitedHealth (UNH) stake by 0.33% in Q1 2016, buying an estimated $2.84K and bringing the position to 7,281 shares worth $939K. The position accounts for 0.02% of the portfolio, ranked #197.

Apex Capital Management first reported a position in UNH in Q3 2014 and has held it in 7 quarters since. The position peaked at $1.17M in Q1 2015. 1,220 funds tracked by Wall St. Rank hold UNH as of Q1 2016.

Apex Capital Management held 7,281 shares of UnitedHealth worth $939K as of Q1 2016.
Apex Capital Management bought 24 UnitedHealth shares in Q1 2016, an estimated $2.84K.
UnitedHealth made up 0.02% of Apex Capital Management's portfolio in Q1 2016, its #197 holding.
Apex Capital Management first reported a position in UnitedHealth in Q3 2014 and has held it in 7 quarters since.
Apex Capital Management's UnitedHealth position peaked at $1.17M in Q1 2015.
1,220 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2016.

Based on Apex Capital Management's 13F filing for Q1 2016, filed 27 Apr 2016.