MCM
UNH icon

Matarin Capital Management’s UnitedHealth UNH Stock Holding History

Matarin 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
-16,853
Closed -$3.72M – 315
2017
Q4 		$3.72M Sell
16,853
-331
-2% -$70.1K 0.29% 133
2017
Q3 		$3.37M Sell
17,184
-3,128
-15% -$604K 0.29% 140
2017
Q2 		$3.77M Buy
20,312
+408
+2% +$71.5K 0.35% 128
2017
Q1 		$3.26M Sell
19,904
-7,401
-27% -$1.21M 0.32% 128
2016
Q4 		$4.37M Sell
27,305
-13,997
-34% -$2.09M 0.49% 69
2016
Q3 		$5.78M Buy
+41,302
New +$5.78M 0.64% 62
2014
Q3 		– Sell
-7,791
Closed -$637K – 180
2014
Q2 		$637K Buy
7,791
+2,926
+60% +$230K 0.28% 133
2014
Q1 		$399K Buy
+4,865
New +$366K 0.24% 138
2013
Q4 		– Sell
-4,865
Closed -$348K – 161
2013
Q3 		$348K Hold
4,865
– – 0.29% 119
2013
Q2 		$319K Buy
+4,865
New +$303K 0.32% 112

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return