Alpha Square Group S’s UnitedHealth UNH Stock Holding History

Alpha Square Group S’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	-7,000	Closed	-$3.71M	–	38
2022 Q4	$3.71M	Buy	7,000 +1,200	+21%	+$636K	1.61%	12
2022 Q3	$2.93M	Buy	5,800 +400	+7%	+$210K	1.32%	18
2022 Q2	$2.77M	Buy	+5,400	New	+$2.71M	1.17%	15

Other funds holding UNH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alpha Square Group S's UNH Position: Q1 2023 in Review

Alpha Square Group S sold out of UnitedHealth (UNH) in Q1 2023, closing a stake of 7,000 shares — an estimated $3.71M sold.

Alpha Square Group S first reported a position in UNH in Q2 2022 and held it in 3 quarters. The position peaked at $3.71M in Q4 2022. 3,109 funds tracked by Wall St. Rank hold UNH as of Q1 2023.

Alpha Square Group S reported no remaining UnitedHealth position as of Q1 2023 after selling out during the quarter.
Alpha Square Group S sold 7,000 UnitedHealth shares in Q1 2023, an estimated $3.71M.
Alpha Square Group S first reported a position in UnitedHealth in Q2 2022 and held it in 3 quarters.
Alpha Square Group S's UnitedHealth position peaked at $3.71M in Q4 2022.
3,109 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2023.

Based on Alpha Square Group S's 13F filing for Q1 2023, filed 15 May 2023.