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Tetrem Capital Management’s UnitedHealth UNH Stock Holding History

Tetrem 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
2017
Q3 		– Sell
-172,622
Closed -$32M – 48
2017
Q2 		$32M Sell
172,622
-31,578
-15% -$5.54M 1.4% 37
2017
Q1 		$33.5M Sell
204,200
-12,587
-6% -$2.06M 1.38% 38
2016
Q4 		$34.7M Sell
216,787
-10,278
-5% -$1.54M 1.39% 33
2016
Q3 		$31.8M Buy
227,065
+38,296
+20% +$5.36M 1.19% 43
2016
Q2 		$26.7M Sell
188,769
-115
-0.1% -$15.3K 1.03% 44
2016
Q1 		$24.3M Sell
188,884
-95,810
-34% -$11.3M 0.96% 47
2015
Q4 		$33.5M Sell
284,694
-51,771
-15% -$6.05M 1.33% 38
2015
Q3 		$39M Sell
336,465
-7,072
-2% -$846K 1.33% 32
2015
Q2 		$41.9M Sell
343,537
-179,548
-34% -$21.2M 1.29% 35
2015
Q1 		$61.9M Sell
523,085
-241,758
-32% -$26.8M 1.89% 16
2014
Q4 		$77.3M Sell
764,843
-112,473
-13% -$10.7M 2.18% 14
2014
Q3 		$75.7M Buy
877,316
+59,915
+7% +$5.06M 2.01% 20
2014
Q2 		$71.3M Buy
817,401
+164,294
+25% +$12.9M 1.76% 21
2014
Q1 		$53.5M Sell
653,107
-65,332
-9% -$4.92M 1.46% 25
2013
Q4 		$54.1M Buy
718,439
+64,812
+10% +$4.66M 1.47% 25
2013
Q3 		$46.8M Sell
653,627
-153,830
-19% -$11M 1.42% 26
2013
Q2 		$52.9M Buy
+807,457
New +$50.2M 1.77% 16

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Tetrem Capital Management's UNH Position: Q3 2017 in Review

Tetrem Capital Management sold out of UnitedHealth (UNH) in Q3 2017, closing a stake of 172,622 shares — an estimated $32M sold.

Tetrem Capital Management first reported a position in UNH in Q2 2013 and held it in 17 quarters. The position peaked at $77.3M in Q4 2014. 1,519 funds tracked by Wall St. Rank hold UNH as of Q3 2017.

  • Tetrem Capital Management reported no remaining UnitedHealth position as of Q3 2017 after selling out during the quarter.
  • Tetrem Capital Management sold 172,622 UnitedHealth shares in Q3 2017, an estimated $32M.
  • Tetrem Capital Management first reported a position in UnitedHealth in Q2 2013 and held it in 17 quarters.
  • Tetrem Capital Management's UnitedHealth position peaked at $77.3M in Q4 2014.
  • 1,519 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2017.

Based on Tetrem Capital Management's 13F filing for Q3 2017.