Capital Group Investment Management’s UnitedHealth UNH Stock Holding History

Capital Group 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
2024 Q2	–	Sell	-1,655	Closed	-$819K	–	178
2024 Q1	$819K	Sell	1,655 -7,170	-81%	-$3.65M	0.15%	146
2023 Q4	$4.65M	Sell	8,825 -12,435	-58%	-$6.63M	0.49%	73
2023 Q3	$10.7M	Sell	21,260 -25,199	-54%	-$12.4M	0.7%	61
2023 Q2	$22.3M	Hold	46,459	–	–	1.11%	25
2023 Q1	$22M	Sell	46,459 -25,838	-36%	-$12.5M	1.17%	28
2022 Q4	$38.3M	Buy	+72,297	New	+$38.3M	1.47%	13

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

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

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

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

Capital Group Investment Management's UNH Position: Q2 2024 in Review

Capital Group Investment Management sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 1,655 shares — an estimated $819K sold.

Capital Group Investment Management first reported a position in UNH in Q4 2022 and held it in 6 quarters. The position peaked at $38.3M in Q4 2022. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

Capital Group Investment Management reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
Capital Group Investment Management sold 1,655 UnitedHealth shares in Q2 2024, an estimated $819K.
Capital Group Investment Management first reported a position in UnitedHealth in Q4 2022 and held it in 6 quarters.
Capital Group Investment Management's UnitedHealth position peaked at $38.3M in Q4 2022.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Capital Group Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.