Bessemer Securities’s UnitedHealth UNH Stock Holding History

Bessemer Securities’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 Q4	–	Sell	-2,169	Closed	-$1.09M	–	112
2023 Q3	$1.09M	Sell	2,169 -2,288	-51%	-$1.13M	1.51%	11
2023 Q2	$2.14M	Sell	4,457 -3,575	-45%	-$1.75M	1.42%	9
2023 Q1	$3.8M	Sell	8,032 -1,350	-14%	-$651K	1.77%	8
2022 Q4	$4.97M	Hold	9,382	–	–	2.23%	5
2022 Q3	$4.74M	Sell	9,382 -628	-6%	-$330K	1.7%	8
2022 Q2	$5.14M	Hold	10,010	–	–	1.8%	7
2022 Q1	$5.11M	Hold	10,010	–	–	1.49%	9
2021 Q4	$5.03M	Buy	10,010 +1,911	+24%	+$865K	1.36%	13
2021 Q3	$3.17M	Buy	8,099 +2,036	+34%	+$843K	1.08%	17
2021 Q2	$2.43M	Buy	6,063 +328	+6%	+$131K	0.95%	18
2021 Q1	$2.13M	Buy	5,735 +2,235	+64%	+$774K	0.9%	18
2020 Q4	$1.23M	Hold	3,500	–	–	0.51%	22
2020 Q3	$1.09M	Hold	3,500	–	–	0.51%	23
2020 Q2	$1.03M	Hold	3,500	–	–	0.53%	22
2020 Q1	$873K	Hold	3,500	–	–	0.43%	40
2019 Q4	$1.03M	Hold	3,500	–	–	0.4%	41
2019 Q3	$761K	Buy	3,500 +900	+35%	+$217K	0.32%	56
2019 Q2	$634K	Sell	2,600 -10,613	-80%	-$2.55M	0.26%	66
2019 Q1	$3.27M	Sell	13,213 -17	-0.1%	-$4.33K	1.11%	9
2018 Q4	$3.3M	Buy	+13,230	New	+$3.49M	1.24%	7
2015 Q4	–	Sell	-14,931	Closed	-$1.73M	–	64
2015 Q3	$1.73M	Hold	14,931	–	–	0.67%	40
2015 Q2	$1.82M	Buy	+14,931	New	+$1.77M	0.64%	39

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Bessemer Securities's UNH Position: Q4 2023 in Review

Bessemer Securities sold out of UnitedHealth (UNH) in Q4 2023, closing a stake of 2,169 shares — an estimated $1.09M sold.

Bessemer Securities first reported a position in UNH in Q2 2015 and held it in 22 quarters. The position peaked at $5.14M in Q2 2022. 3,411 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

Bessemer Securities reported no remaining UnitedHealth position as of Q4 2023 after selling out during the quarter.
Bessemer Securities sold 2,169 UnitedHealth shares in Q4 2023, an estimated $1.09M.
Bessemer Securities first reported a position in UnitedHealth in Q2 2015 and held it in 22 quarters.
Bessemer Securities's UnitedHealth position peaked at $5.14M in Q2 2022.
3,411 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on Bessemer Securities's 13F filing for Q4 2023.