Dynamic Capital Management’s UnitedHealth UNH Stock Holding History

Dynamic 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
2018 Q1	–	Sell	-5,669	Closed	-$1.25M	–	242
2017 Q4	$1.25M	Buy	5,669 +4,475	+375%	+$948K	0.43%	57
2017 Q3	$234K	Sell	1,194 -1,311	-52%	-$253K	0.07%	230
2017 Q2	$464K	Sell	2,505 -10,626	-81%	-$1.86M	0.1%	175
2017 Q1	$2.15M	Sell	13,131 -23,257	-64%	-$3.81M	0.35%	79
2016 Q4	$5.82M	Buy	36,388 +23,169	+175%	+$3.46M	0.62%	36
2016 Q3	$1.85M	Sell	13,219 -11,518	-47%	-$1.61M	0.24%	138
2016 Q2	$3.49M	Buy	24,737 +22,137	+851%	+$2.95M	0.41%	55
2016 Q1	$335K	Hold	2,600	–	–	0.13%	227
2015 Q4	$306K	Buy	+2,600	New	+$304K	0.15%	244
2014 Q3	–	Sell	-7,309	Closed	-$598K	–	454
2014 Q2	$598K	Buy	+7,309	New	+$575K	0.17%	212
2013 Q4	–	Sell	-14,625	Closed	-$1.05M	–	501
2013 Q3	$1.05M	Buy	+14,625	New	+$1.05M	0.23%	143

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Dynamic Capital Management's UNH Position: Q1 2018 in Review

Dynamic Capital Management sold out of UnitedHealth (UNH) in Q1 2018, closing a stake of 5,669 shares — an estimated $1.25M sold.

Dynamic Capital Management first reported a position in UNH in Q3 2013 and held it in 11 quarters. The position peaked at $5.82M in Q4 2016. 1,697 funds tracked by Wall St. Rank hold UNH as of Q1 2018.

Dynamic Capital Management reported no remaining UnitedHealth position as of Q1 2018 after selling out during the quarter.
Dynamic Capital Management sold 5,669 UnitedHealth shares in Q1 2018, an estimated $1.25M.
Dynamic Capital Management first reported a position in UnitedHealth in Q3 2013 and held it in 11 quarters.
Dynamic Capital Management's UnitedHealth position peaked at $5.82M in Q4 2016.
1,697 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2018.

Based on Dynamic Capital Management's 13F filing for Q1 2018, filed 14 May 2018.