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NCM Capital Management Group’s UnitedHealth UNH Stock Holding History

NCM Capital Management Group’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 		$154K Hold
1,100
– – 1.87% 20
2016
Q2 		$155K Sell
1,100
-50
-4% -$6.67K 1.89% 15
2016
Q1 		$148K Sell
1,150
-50
-4% -$5.92K 1.81% 21
2015
Q4 		$141K Buy
1,200
+450
+60% +$52.6K 1.65% 26
2015
Q3 		$87K Buy
+750
New +$89.8K 1.08% 43

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 $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NCM Capital Management Group's UNH Position: Q3 2016 in Review

NCM Capital Management Group held its UnitedHealth (UNH) position steady in Q3 2016 at 1,100 shares worth $154K. The position accounts for 1.87% of the portfolio, ranked #20.

NCM Capital Management Group first reported a position in UNH in Q3 2015 and has held it in 5 quarters since. The position peaked at $155K in Q2 2016. 1,275 funds tracked by Wall St. Rank hold UNH as of Q3 2016.

  • NCM Capital Management Group held 1,100 shares of UnitedHealth worth $154K as of Q3 2016.
  • NCM Capital Management Group left its UnitedHealth share count unchanged in Q3 2016.
  • UnitedHealth made up 1.87% of NCM Capital Management Group's portfolio in Q3 2016, its #20 holding.
  • NCM Capital Management Group first reported a position in UnitedHealth in Q3 2015 and has held it in 5 quarters since.
  • NCM Capital Management Group's UnitedHealth position peaked at $155K in Q2 2016.
  • 1,275 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2016.

Based on NCM Capital Management Group's 13F filing for Q3 2016, filed 7 Nov 2016.