Bryn Mawr Capital Management Inc’s UnitedHealth UNH Stock Holding History

Bryn Mawr Capital Management Inc’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	–	Sell	-7,500	Closed	-$915K	–	554
2015 Q2	$915K	Sell	7,500 -27,686	-79%	-$3.27M	0.13%	174
2015 Q1	$4.16M	Buy	+35,186	New	+$3.91M	0.55%	59
2014 Q4	–	Sell	-14,400	Closed	-$1.24M	–	622
2014 Q3	$1.24M	Sell	14,400 -42,120	-75%	-$3.56M	0.13%	186
2014 Q2	$4.62M	Buy	+56,520	New	+$4.45M	0.44%	70
2014 Q1	–	Sell	-35,000	Closed	-$2.64M	–	668
2013 Q4	$2.64M	Buy	+35,000	New	+$2.51M	0.17%	158
2013 Q3	–	Sell	-50,310	Closed	-$3.29M	–	621
2013 Q2	$3.29M	Buy	+50,310	New	+$3.13M	0.22%	133

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

Bryn Mawr Capital Management Inc's UNH Position: Q3 2015 in Review

Bryn Mawr Capital Management Inc sold out of UnitedHealth (UNH) in Q3 2015, closing a stake of 7,500 shares — an estimated $915K sold.

Bryn Mawr Capital Management Inc first reported a position in UNH in Q2 2013 and held it in 6 quarters. The position peaked at $4.62M in Q2 2014. 1,205 funds tracked by Wall St. Rank hold UNH as of Q3 2015.

Bryn Mawr Capital Management Inc reported no remaining UnitedHealth position as of Q3 2015 after selling out during the quarter.
Bryn Mawr Capital Management Inc sold 7,500 UnitedHealth shares in Q3 2015, an estimated $915K.
Bryn Mawr Capital Management Inc first reported a position in UnitedHealth in Q2 2013 and held it in 6 quarters.
Bryn Mawr Capital Management Inc's UnitedHealth position peaked at $4.62M in Q2 2014.
1,205 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2015.

Based on Bryn Mawr Capital Management Inc's 13F filing for Q3 2015, filed 12 Nov 2015.