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

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 $3.38T AUM 44.17% 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

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

Matarin Capital Management sold out of UnitedHealth (UNH) in Q1 2018, closing a stake of 16,853 shares — an estimated $3.72M sold.

Matarin Capital Management first reported a position in UNH in Q2 2013 and held it in 10 quarters. The position peaked at $5.78M in Q3 2016. 1,697 funds tracked by Wall St. Rank hold UNH as of Q1 2018.

Matarin Capital Management reported no remaining UnitedHealth position as of Q1 2018 after selling out during the quarter.
Matarin Capital Management sold 16,853 UnitedHealth shares in Q1 2018, an estimated $3.72M.
Matarin Capital Management first reported a position in UnitedHealth in Q2 2013 and held it in 10 quarters.
Matarin Capital Management's UnitedHealth position peaked at $5.78M in Q3 2016.
1,697 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2018.

Based on Matarin Capital Management's 13F filing for Q1 2018, filed 10 May 2018.