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Acrisure Capital Management’s UnitedHealth UNH Stock Holding History

Acrisure 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
2023
Q1 		– Sell
-661
Closed -$350K – 382
2022
Q4 		$350K Buy
+661
New +$350K 0.39% 89

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Acrisure Capital Management's UNH Position: Q1 2023 in Review

Acrisure Capital Management sold out of UnitedHealth (UNH) in Q1 2023, closing a stake of 661 shares — an estimated $350K sold.

Acrisure Capital Management first reported a position in UNH in Q4 2022 and held it in 1 quarter. The position peaked at $350K in Q4 2022. 3,109 funds tracked by Wall St. Rank hold UNH as of Q1 2023.

  • Acrisure Capital Management reported no remaining UnitedHealth position as of Q1 2023 after selling out during the quarter.
  • Acrisure Capital Management sold 661 UnitedHealth shares in Q1 2023, an estimated $350K.
  • Acrisure Capital Management first reported a position in UnitedHealth in Q4 2022 and held it in 1 quarter.
  • Acrisure Capital Management's UnitedHealth position peaked at $350K in Q4 2022.
  • 3,109 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2023.

Based on Acrisure Capital Management's 13F filing for Q1 2023, filed 15 May 2023.