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Cupps Capital Management’s UnitedHealth UNH Stock Holding History

Cupps 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
Q3 		$3K Sell
24
-3,586
-99% -$502K ﹤0.01% 163
2016
Q2 		$509K Buy
3,610
+400
+12% +$53.3K 0.13% 141
2016
Q1 		$413K Buy
+3,210
New +$380K 0.08% 150

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cupps Capital Management's UNH Position: Q3 2016 in Review

Cupps Capital Management reduced its UnitedHealth (UNH) stake by 99% in Q3 2016, selling an estimated $502K and leaving 24 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #163.

Cupps Capital Management first reported a position in UNH in Q1 2016 and has held it in 3 quarters since. The position peaked at $509K in Q2 2016. 1,277 funds tracked by Wall St. Rank hold UNH as of Q3 2016.

  • Cupps Capital Management held 24 shares of UnitedHealth worth $3K as of Q3 2016.
  • Cupps Capital Management sold 3,586 UnitedHealth shares in Q3 2016, an estimated $502K.
  • UnitedHealth made up ﹤0.01% of Cupps Capital Management's portfolio in Q3 2016, its #163 holding.
  • Cupps Capital Management first reported a position in UnitedHealth in Q1 2016 and has held it in 3 quarters since.
  • Cupps Capital Management's UnitedHealth position peaked at $509K in Q2 2016.
  • 1,277 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2016.

Based on Cupps Capital Management's 13F filing for Q3 2016, filed 11 Oct 2016.