Clearline Capital’s UnitedHealth UNH Stock Holding History

Clearline Capital’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
2023 Q2	–	Sell	-28,001	Closed	-$13.2M	–	126
2023 Q1	$13.2M	Buy	+28,001	New	+$13.5M	1.99%	14

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clearline Capital's UNH Position: Q2 2023 in Review

Clearline Capital sold out of UnitedHealth (UNH) in Q2 2023, closing a stake of 28,001 shares — an estimated $13.2M sold.

Clearline Capital first reported a position in UNH in Q1 2023 and held it in 1 quarter. The position peaked at $13.2M in Q1 2023. 3,128 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

Clearline Capital reported no remaining UnitedHealth position as of Q2 2023 after selling out during the quarter.
Clearline Capital sold 28,001 UnitedHealth shares in Q2 2023, an estimated $13.2M.
Clearline Capital first reported a position in UnitedHealth in Q1 2023 and held it in 1 quarter.
Clearline Capital's UnitedHealth position peaked at $13.2M in Q1 2023.
3,128 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on Clearline Capital's 13F filing for Q2 2023, filed 15 Aug 2023.