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Clarkston Capital Partners’s UnitedHealth UNH Stock Holding History

Clarkston Capital Partners’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
-348
Closed -$203K – 166
2024
Q3 		$203K Buy
+348
New +$197K ﹤0.01% 141
2023
Q1 		– Sell
-386
Closed -$205K – 177
2022
Q4 		$205K Buy
+386
New +$204K ﹤0.01% 154

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

Clarkston Capital Partners's UNH Position: Q4 2024 in Review

Clarkston Capital Partners sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 348 shares — an estimated $203K sold.

Clarkston Capital Partners first reported a position in UNH in Q4 2022 and held it in 2 quarters. The position peaked at $205K in Q4 2022. 3,675 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Clarkston Capital Partners reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
  • Clarkston Capital Partners sold 348 UnitedHealth shares in Q4 2024, an estimated $203K.
  • Clarkston Capital Partners first reported a position in UnitedHealth in Q4 2022 and held it in 2 quarters.
  • Clarkston Capital Partners's UnitedHealth position peaked at $205K in Q4 2022.
  • 3,675 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Clarkston Capital Partners's 13F filing for Q4 2024, filed 13 Feb 2025.