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Axiom Investors’s UnitedHealth UNH Stock Holding History

Axiom Investors’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
2024
Q1 		– Sell
-269,602
Closed -$142M – 148
2023
Q4 		$142M Buy
269,602
+16,201
+6% +$8.64M 1.39% 22
2023
Q3 		$128M Buy
253,401
+17,763
+8% +$8.74M 1.84% 15
2023
Q2 		$113M Buy
235,638
+70,928
+43% +$34.7M 1.69% 21
2023
Q1 		$77.8M Sell
164,710
-130,932
-44% -$63.2M 1.28% 24
2022
Q4 		$157M Buy
295,642
+2,883
+1% +$1.53M 3.09% 8
2022
Q3 		$148M Buy
292,759
+250,069
+586% +$131M 3.1% 9
2022
Q2 		$21.9M Buy
42,690
+24,408
+134% +$12.3M 0.66% 42
2022
Q1 		$9.32M Buy
+18,282
New +$8.82M 0.22% 56
2013
Q3 		– Sell
-340,300
Closed -$22.3M – 156
2013
Q2 		$22.3M Buy
+340,300
New +$21.2M 0.81% 54

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Axiom Investors's UNH Position: Q1 2024 in Review

Axiom Investors sold out of UnitedHealth (UNH) in Q1 2024, closing a stake of 269,602 shares — an estimated $142M sold.

Axiom Investors first reported a position in UNH in Q2 2013 and held it in 9 quarters. The position peaked at $157M in Q4 2022. 3,381 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

  • Axiom Investors reported no remaining UnitedHealth position as of Q1 2024 after selling out during the quarter.
  • Axiom Investors sold 269,602 UnitedHealth shares in Q1 2024, an estimated $142M.
  • Axiom Investors first reported a position in UnitedHealth in Q2 2013 and held it in 9 quarters.
  • Axiom Investors's UnitedHealth position peaked at $157M in Q4 2022.
  • 3,381 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Axiom Investors's 13F filing for Q1 2024, filed 13 May 2024.