Capitolis Advisors’s UnitedHealth UNH Stock Holding History

Capitolis Advisors’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
2022 Q4	–	Sell	-151,067	Closed	-$76.3M	–	60
2022 Q3	$76.3M	Hold	151,067	–	–	5.43%	5
2022 Q2	$77.6M	Buy	151,067 +50,000	+49%	+$25.1M	4.06%	7
2022 Q1	$51.5M	Sell	101,067 -193,783	-66%	-$93.5M	2.59%	12
2021 Q4	$148M	Sell	294,850 -108,077	-27%	-$48.9M	0.88%	23
2021 Q3	$171M	Buy	402,927 +287,355	+249%	+$119M	1.56%	14
2021 Q2	$46.3M	Sell	115,572 -27,736	-19%	-$11.1M	0.54%	47
2021 Q1	$53.3M	Buy	143,308 +56,430	+65%	+$19.6M	0.92%	21
2020 Q4	$30.5M	Buy	+86,878	New	+$29.1M	0.51%	40

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Capitolis Advisors's UNH Position: Q4 2022 in Review

Capitolis Advisors sold out of UnitedHealth (UNH) in Q4 2022, closing a stake of 151,067 shares — an estimated $76.3M sold.

Capitolis Advisors first reported a position in UNH in Q4 2020 and held it in 8 quarters. The position peaked at $171M in Q3 2021. 3,156 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

Capitolis Advisors reported no remaining UnitedHealth position as of Q4 2022 after selling out during the quarter.
Capitolis Advisors sold 151,067 UnitedHealth shares in Q4 2022, an estimated $76.3M.
Capitolis Advisors first reported a position in UnitedHealth in Q4 2020 and held it in 8 quarters.
Capitolis Advisors's UnitedHealth position peaked at $171M in Q3 2021.
3,156 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on Capitolis Advisors's 13F filing for Q4 2022.