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Strategic Capital Alternatives’s UnitedHealth UNH Stock Holding History

Strategic Capital Alternatives’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
2015
Q3 		$2.58M Buy
22,231
+11,727
+112% +$1.4M 0.55% 52
2015
Q2 		$1.26M Buy
10,504
+2,894
+38% +$342K 0.3% 96
2015
Q1 		$900K Buy
+7,610
New +$845K 0.22% 108

Other funds holding UNH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Strategic Capital Alternatives's UNH Position: Q3 2015 in Review

Strategic Capital Alternatives increased its UnitedHealth (UNH) stake by 112% in Q3 2015, buying an estimated $1.4M and bringing the position to 22,231 shares worth $2.58M. The position accounts for 0.55% of the portfolio, ranked #52.

Strategic Capital Alternatives first reported a position in UNH in Q1 2015 and has held it in 3 quarters since. 1,206 funds tracked by Wall St. Rank hold UNH as of Q3 2015.

  • Strategic Capital Alternatives held 22,231 shares of UnitedHealth worth $2.58M as of Q3 2015.
  • Strategic Capital Alternatives bought 11,727 UnitedHealth shares in Q3 2015, an estimated $1.4M.
  • UnitedHealth made up 0.55% of Strategic Capital Alternatives's portfolio in Q3 2015, its #52 holding.
  • Strategic Capital Alternatives first reported a position in UnitedHealth in Q1 2015 and has held it in 3 quarters since.
  • 1,206 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.