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Capricorn Fund Managers’s UnitedHealth UNH Stock Holding History

Capricorn Fund Managers’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
Q3 		– Sell
-8,801
Closed -$4.48M – 59
2024
Q2 		$4.48M Buy
8,801
+2,317
+36% +$1.14M 3.16% 11
2024
Q1 		$3.21M Hold
6,484
– – 1.93% 18
2023
Q4 		$3.41M Hold
6,484
– – 1.88% 23
2023
Q3 		$3.27M Buy
6,484
+3,284
+103% +$1.62M 1.13% 22
2023
Q2 		$1.54M Sell
3,200
-2,900
-48% -$1.42M 0.55% 33
2023
Q1 		$2.85M Buy
6,100
+300
+5% +$145K 0.87% 41
2022
Q4 		$3.08M Buy
+5,800
New +$3.07M 0.79% 39

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capricorn Fund Managers's UNH Position: Q3 2024 in Review

Capricorn Fund Managers sold out of UnitedHealth (UNH) in Q3 2024, closing a stake of 8,801 shares — an estimated $4.48M sold.

Capricorn Fund Managers first reported a position in UNH in Q4 2022 and held it in 7 quarters. The position peaked at $4.48M in Q2 2024. 3,465 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • Capricorn Fund Managers reported no remaining UnitedHealth position as of Q3 2024 after selling out during the quarter.
  • Capricorn Fund Managers sold 8,801 UnitedHealth shares in Q3 2024, an estimated $4.48M.
  • Capricorn Fund Managers first reported a position in UnitedHealth in Q4 2022 and held it in 7 quarters.
  • Capricorn Fund Managers's UnitedHealth position peaked at $4.48M in Q2 2024.
  • 3,465 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Capricorn Fund Managers's 13F filing for Q3 2024, filed 11 Oct 2024.