Carmignac Gestion’s UnitedHealth UNH Stock Holding History

Carmignac Gestion’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 Q4	–	Sell	-358,361	Closed	-$210M	–	175
2024 Q3	$210M	Buy	358,361 +10,209	+3%	+$5.77M	3.5%	9
2024 Q2	$177M	Buy	+348,152	New	+$171M	3.04%	9
2023 Q2	–	Sell	-2,000	Closed	-$945K	–	183
2023 Q1	$945K	Hold	2,000	–	–	0.02%	113
2022 Q4	$1.06M	Hold	2,000	–	–	0.02%	103
2022 Q3	$1.01M	Buy	+2,000	New	+$1.05M	0.02%	90
2022 Q2	–	Sell	-309,518	Closed	-$158M	–	129
2022 Q1	$158M	Buy	309,518 +38,906	+14%	+$18.8M	2.55%	17
2021 Q4	$136M	Sell	270,612 -54,591	-17%	-$24.7M	1.9%	17
2021 Q3	$127M	Sell	325,203 -108,997	-25%	-$45.1M	1.59%	23
2021 Q2	$174M	Sell	434,200 -63,010	-13%	-$25.1M	2.02%	17
2021 Q1	$185M	Buy	497,210 +312,812	+170%	+$108M	2.12%	15
2020 Q4	$64.7M	Buy	+184,398	New	+$61.8M	0.68%	43

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Carmignac Gestion's UNH Position: Q4 2024 in Review

Carmignac Gestion sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 358,361 shares — an estimated $210M sold.

Carmignac Gestion first reported a position in UNH in Q4 2020 and held it in 11 quarters. The position peaked at $210M in Q3 2024. 3,681 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

Carmignac Gestion reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
Carmignac Gestion sold 358,361 UnitedHealth shares in Q4 2024, an estimated $210M.
Carmignac Gestion first reported a position in UnitedHealth in Q4 2020 and held it in 11 quarters.
Carmignac Gestion's UnitedHealth position peaked at $210M in Q3 2024.
3,681 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Carmignac Gestion's 13F filing for Q4 2024, filed 13 Feb 2025.