Matterhorn Capital Management’s UnitedHealth UNH Stock Holding History

Matterhorn 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	$6.42M	Sell	45,831 -2,917	-6%	-$409K	4.26%	8
2016 Q2	$6.88M	Buy	48,748 +6,842	+16%	+$912K	4.37%	1
2016 Q1	$5.4M	Sell	41,906 -11,301	-21%	-$1.34M	3.51%	3
2015 Q4	$6.26M	Buy	53,207 +5,970	+13%	+$698K	2.86%	6
2015 Q3	$5.48M	Sell	47,237 -36,171	-43%	-$4.33M	2.64%	9
2015 Q2	$10.2M	Sell	83,408 -2,517	-3%	-$298K	4.34%	1
2015 Q1	$10.2M	Sell	85,925 -1,908	-2%	-$212K	4.54%	1
2014 Q4	$8.88M	Buy	+87,833	New	+$8.32M	4.16%	1

Other funds holding UNH

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

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

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

Matterhorn Capital Management reduced its UnitedHealth (UNH) stake by 6% in Q3 2016, selling an estimated $409K and leaving 45,831 shares worth $6.42M. The position accounts for 4.26% of the portfolio, ranked #8.

Matterhorn Capital Management first reported a position in UNH in Q4 2014 and has held it in 8 quarters since. The position peaked at $10.2M in Q2 2015. 1,278 funds tracked by Wall St. Rank hold UNH as of Q3 2016.

Matterhorn Capital Management held 45,831 shares of UnitedHealth worth $6.42M as of Q3 2016.
Matterhorn Capital Management sold 2,917 UnitedHealth shares in Q3 2016, an estimated $409K.
UnitedHealth made up 4.26% of Matterhorn Capital Management's portfolio in Q3 2016, its #8 holding.
Matterhorn Capital Management first reported a position in UnitedHealth in Q4 2014 and has held it in 8 quarters since.
Matterhorn Capital Management's UnitedHealth position peaked at $10.2M in Q2 2015.
1,278 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2016.

Based on Matterhorn Capital Management's 13F filing for Q3 2016, filed 10 Nov 2016.