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Barometer Capital Management’s UnitedHealth UNH Stock Holding History

Barometer 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
-250
Closed -$133K – 164
2022
Q4 		$133K Sell
250
-28,052
-99% -$14.9M 0.04% 107
2022
Q3 		$14.3M Buy
28,302
+20,881
+281% +$11M 5.9% 5
2022
Q2 		$3.77M Buy
7,421
+990
+15% +$497K 1.54% 22
2022
Q1 		$3.28M Buy
+6,431
New +$3.1M 0.6% 41
2021
Q1 		– Sell
-1,500
Closed -$526K – 207
2020
Q4 		$526K Buy
+1,500
New +$503K 0.1% 125
2020
Q2 		– Sell
-12,300
Closed -$3.07M – 150
2020
Q1 		$3.07M Sell
12,300
-10,275
-46% -$2.83M 0.91% 31
2019
Q4 		$6.64M Sell
22,575
-130,325
-85% -$34.1M 1.05% 31
2019
Q3 		$25.1M Buy
+152,900
New +$36.9M 2.7% 7
2019
Q1 		– Sell
-23,500
Closed -$5.85M – 173
2018
Q4 		$5.85M Sell
23,500
-77,520
-77% -$20.5M 1.19% 24
2018
Q3 		$26.9M Sell
101,020
-11,550
-10% -$3M 2.09% 5
2018
Q2 		$27.6M Buy
+112,570
New +$27M 2.31% 6
2018
Q1 		– Sell
-85,880
Closed -$18.9M – 181
2017
Q4 		$18.9M Sell
85,880
-5,550
-6% -$1.18M 1.71% 19
2017
Q3 		$17.9M Sell
91,430
-2,700
-3% -$522K 1.74% 16
2017
Q2 		$17.5M Sell
94,130
-58,770
-38% -$10.3M 1.77% 18
2017
Q1 		$25.1M Buy
152,900
+41,700
+38% +$6.83M 2.18% 17
2016
Q4 		$17.8M Buy
111,200
+9,400
+9% +$1.4M 1.99% 16
2016
Q3 		$14.3M Buy
101,800
+1,100
+1% +$154K 1.59% 23
2016
Q2 		$14.2M Buy
100,700
+88,700
+739% +$11.8M 1.41% 29
2016
Q1 		$1.55M Buy
+12,000
New +$1.42M 0.15% 87
2015
Q4 		– Sell
-179,100
Closed -$20.8M – 156
2015
Q3 		$20.8M Buy
179,100
+171,700
+2,320% +$20.6M 2.56% 15
2015
Q2 		$903K Buy
+7,400
New +$875K 0.07% 101
2014
Q2 		– Sell
-28,700
Closed -$2.35M – 136
2014
Q1 		$2.35M Buy
+28,700
New +$2.16M 0.51% 29

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

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

Barometer Capital Management sold out of UnitedHealth (UNH) in Q1 2023, closing a stake of 250 shares — an estimated $133K sold.

Barometer Capital Management first reported a position in UNH in Q1 2014 and held it in 22 quarters. The position peaked at $27.6M in Q2 2018. 3,109 funds tracked by Wall St. Rank hold UNH as of Q1 2023.

  • Barometer Capital Management reported no remaining UnitedHealth position as of Q1 2023 after selling out during the quarter.
  • Barometer Capital Management sold 250 UnitedHealth shares in Q1 2023, an estimated $133K.
  • Barometer Capital Management first reported a position in UnitedHealth in Q1 2014 and held it in 22 quarters.
  • Barometer Capital Management's UnitedHealth position peaked at $27.6M in Q2 2018.
  • 3,109 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2023.

Based on Barometer Capital Management's 13F filing for Q1 2023, filed 11 May 2023.