Atlantic Investment Company’s UnitedHealth UNH Stock Holding History

Atlantic Investment Company’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
2015 Q3	$458K	Buy	3,950 +125	+3%	+$15K	1.33%	28
2015 Q2	$467K	Buy	3,825 +100	+3%	+$11.8K	1.12%	32
2015 Q1	$441K	Hold	3,725	–	–	0.87%	33
2014 Q4	$377K	Buy	+3,725	New	+$353K	0.53%	37
2014 Q3	–	Sell	-4,200	Closed	-$355K	–	41
2014 Q2	$343K	Hold	4,200	–	–	0.29%	41
2014 Q1	$344K	Hold	4,200	–	–	0.33%	42
2013 Q4	$316K	Hold	4,200	–	–	0.28%	43
2013 Q3	$301K	Hold	4,200	–	–	0.2%	49
2013 Q2	$275K	Buy	+4,200	New	+$261K	0.2%	48

Other funds holding UNH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Atlantic Investment Company's UNH Position: Q3 2015 in Review

Atlantic Investment Company increased its UnitedHealth (UNH) stake by 3.3% in Q3 2015, buying an estimated $15K and bringing the position to 3,950 shares worth $458K. The position accounts for 1.33% of the portfolio, ranked #28.

Atlantic Investment Company first reported a position in UNH in Q2 2013 and has held it in 9 quarters since. The position peaked at $467K in Q2 2015. 1,204 funds tracked by Wall St. Rank hold UNH as of Q3 2015.

Atlantic Investment Company held 3,950 shares of UnitedHealth worth $458K as of Q3 2015.
Atlantic Investment Company bought 125 UnitedHealth shares in Q3 2015, an estimated $15K.
UnitedHealth made up 1.33% of Atlantic Investment Company's portfolio in Q3 2015, its #28 holding.
Atlantic Investment Company first reported a position in UnitedHealth in Q2 2013 and has held it in 9 quarters since.
Atlantic Investment Company's UnitedHealth position peaked at $467K in Q2 2015.
1,204 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2015.

Based on Atlantic Investment Company's 13F filing for Q3 2015, filed 13 Nov 2015.