Caldwell & Orkin’s UnitedHealth UNH Stock Holding History

Caldwell & Orkin’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	-18,800	Closed	-$3.01M	–	107
2016 Q4	$3.01M	Buy	+18,800	New	+$2.81M	1.91%	7
2015 Q4	–	Sell	-13,500	Closed	-$1.57M	–	93
2015 Q3	$1.57M	Sell	13,500 -4,500	-25%	-$539K	1%	35
2015 Q2	$2.2M	Sell	18,000 -11,300	-39%	-$1.34M	1.28%	31
2015 Q1	$3.47M	Buy	29,300 +25,100	+598%	+$2.79M	1.94%	16
2014 Q4	$425K	Buy	+4,200	New	+$398K	0.24%	62

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

Caldwell & Orkin's UNH Position: Q1 2017 in Review

Caldwell & Orkin sold out of UnitedHealth (UNH) in Q1 2017, closing a stake of 18,800 shares — an estimated $3.01M sold.

Caldwell & Orkin first reported a position in UNH in Q4 2014 and held it in 5 quarters. The position peaked at $3.47M in Q1 2015. 1,451 funds tracked by Wall St. Rank hold UNH as of Q1 2017.

Caldwell & Orkin reported no remaining UnitedHealth position as of Q1 2017 after selling out during the quarter.
Caldwell & Orkin sold 18,800 UnitedHealth shares in Q1 2017, an estimated $3.01M.
Caldwell & Orkin first reported a position in UnitedHealth in Q4 2014 and held it in 5 quarters.
Caldwell & Orkin's UnitedHealth position peaked at $3.47M in Q1 2015.
1,451 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2017.

Based on Caldwell & Orkin's 13F filing for Q1 2017, filed 5 May 2017.