Caxton Associates (New York)’s UnitedHealth UNH Stock Holding History

Caxton Associates (New York)’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	-460	Closed	-$269K	–	683
2024 Q3	$269K	Buy	+460	New	+$260K	0.01%	454
2023 Q3	–	Sell	-1,387	Closed	-$667K	–	600
2023 Q2	$667K	Buy	+1,387	New	+$678K	0.1%	214
2021 Q4	–	Sell	-5,126	Closed	-$2M	–	679
2021 Q3	$2M	Buy	+5,126	New	+$2.12M	0.22%	48
2020 Q4	–	Sell	-1,868	Closed	-$582K	–	325
2020 Q3	$582K	Buy	1,868 +545	+41%	+$167K	0.06%	101
2020 Q2	$390K	Buy	+1,323	New	+$379K	0.03%	188
2019 Q4	–	Sell	-5,342	Closed	-$1.16M	–	554
2019 Q3	$1.16M	Buy	+5,342	New	+$1.29M	0.23%	36
2019 Q2	–	Sell	-4,100	Closed	-$1.01M	–	529
2019 Q1	$1.01M	Buy	4,100 +3,146	+330%	+$802K	0.15%	74
2018 Q4	$238K	Sell	954 -2,232	-70%	-$590K	0.04%	225
2018 Q3	$848K	Sell	3,186 -461	-13%	-$120K	0.06%	166
2018 Q2	$895K	Buy	3,647 +2,498	+217%	+$600K	0.05%	182
2018 Q1	$246K	Buy	+1,149	New	+$262K	0.01%	305
2017 Q4	–	Sell	-3,100	Closed	-$607K	–	531
2017 Q3	$607K	Buy	+3,100	New	+$599K	0.02%	270
2015 Q2	–	Sell	-23,000	Closed	-$2.72M	–	205
2015 Q1	$2.72M	Buy	+23,000	New	+$2.55M	0.11%	117

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Caxton Associates (New York)'s UNH Position: Q4 2024 in Review

Caxton Associates (New York) sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 460 shares — an estimated $269K sold.

Caxton Associates (New York) first reported a position in UNH in Q1 2015 and held it in 13 quarters. The position peaked at $2.72M in Q1 2015. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

Caxton Associates (New York) reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
Caxton Associates (New York) sold 460 UnitedHealth shares in Q4 2024, an estimated $269K.
Caxton Associates (New York) first reported a position in UnitedHealth in Q1 2015 and held it in 13 quarters.
Caxton Associates (New York)'s UnitedHealth position peaked at $2.72M in Q1 2015.
3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Caxton Associates (New York)'s 13F filing for Q4 2024, filed 14 Feb 2025.