AIM
UNH icon

Alphinity Investment Management’s UnitedHealth UNH Stock Holding History

Alphinity Investment 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
Q2 		– Sell
-362,867
Closed -$171M – 34
2023
Q1 		$171M Sell
362,867
-33,812
-9% -$16.3M 3.84% 15
2022
Q4 		$210M Sell
396,679
-140,974
-26% -$74.7M 6.16% 9
2022
Q3 		$272M Buy
537,653
+72,014
+15% +$37.9M 8.7% 3
2022
Q2 		$239M Sell
465,639
-124,229
-21% -$62.4M 7.29% 3
2022
Q1 		$301M Buy
589,868
+29,623
+5% +$14.3M 7% 4
2021
Q4 		$281M Buy
560,245
+211,278
+61% +$95.6M 6.33% 6
2021
Q3 		$136M Buy
348,967
+105,463
+43% +$43.7M 5.08% 8
2021
Q2 		$97.5M Buy
243,504
+214,361
+736% +$85.5M 3.67% 18
2021
Q1 		$10.8M Sell
29,143
-104,140
-78% -$36.1M 0.51% 20
2020
Q4 		$46.7M Sell
133,283
-13,484
-9% -$4.52M 3.93% 13
2020
Q3 		$45.8M Buy
146,767
+1,553
+1% +$477K 4.45% 10
2020
Q2 		$42.8M Buy
145,214
+13,019
+10% +$3.73M 4.83% 8
2020
Q1 		$33M Sell
132,195
-77,811
-37% -$21.4M 4.33% 8
2019
Q4 		$61.7M Buy
210,006
+11,885
+6% +$3.11M 6.83% 1
2019
Q3 		$43.1M Sell
198,121
-133
-0.1% -$32.1K 4.97% 6
2019
Q2 		$48.4M Buy
198,254
+38,342
+24% +$9.22M 6% 2
2019
Q1 		$39.5M Buy
159,912
+68,186
+74% +$17.4M 5.63% 4
2018
Q4 		$22.9M Hold
91,726
– – 5.1% 6
2018
Q3 		$24.4M Sell
91,726
-31,771
-26% -$8.26M 4.65% 7
2018
Q2 		$30.3M Buy
123,497
+28,284
+30% +$6.79M 6.14% 3
2018
Q1 		$20.4M Buy
95,213
+63,448
+200% +$14.5M 4.62% 5
2017
Q4 		$7M Buy
+31,765
New +$6.73M 6.28% 4

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
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
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

Alphinity Investment Management's UNH Position: Q2 2023 in Review

Alphinity Investment Management sold out of UnitedHealth (UNH) in Q2 2023, closing a stake of 362,867 shares — an estimated $171M sold.

Alphinity Investment Management first reported a position in UNH in Q4 2017 and held it in 22 quarters. The position peaked at $301M in Q1 2022. 3,128 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

  • Alphinity Investment Management reported no remaining UnitedHealth position as of Q2 2023 after selling out during the quarter.
  • Alphinity Investment Management sold 362,867 UnitedHealth shares in Q2 2023, an estimated $171M.
  • Alphinity Investment Management first reported a position in UnitedHealth in Q4 2017 and held it in 22 quarters.
  • Alphinity Investment Management's UnitedHealth position peaked at $301M in Q1 2022.
  • 3,128 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on Alphinity Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.