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Cloverfields Capital Group’s UnitedHealth UNH Stock Holding History

Cloverfields Capital Group’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
Q4 		– Sell
-47,929
Closed -$24.2M – 103
2023
Q3 		$24.2M Sell
47,929
-183,858
-79% -$90.5M 10.88% 1
2023
Q2 		$111M Sell
231,787
-140,557
-38% -$68.7M 35.96% 1
2023
Q1 		$176M Buy
372,344
+1,847
+0.5% +$891K 52.55% 1
2022
Q4 		$196M Buy
370,497
+372
+0.1% +$197K 62.59% 1
2022
Q3 		$187M Sell
370,125
-1,124
-0.3% -$591K 63.29% 1
2022
Q2 		$191M Sell
371,249
-219
-0.1% -$110K 58.21% 1
2022
Q1 		$189M Buy
371,468
+3,759
+1% +$1.81M 59.22% 1
2021
Q4 		$185M Sell
367,709
-124,531
-25% -$56.4M 57.52% 1
2021
Q3 		$192M Sell
492,240
-129,177
-21% -$53.5M 61.88% 1
2021
Q2 		$249M Buy
621,417
+682
+0.1% +$272K 72.18% 1
2021
Q1 		$231M Buy
620,735
+23,385
+4% +$8.1M 74.76% 1
2020
Q4 		$209M Buy
+597,350
New +$200M 78.7% 1

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cloverfields Capital Group's UNH Position: Q4 2023 in Review

Cloverfields Capital Group sold out of UnitedHealth (UNH) in Q4 2023, closing a stake of 47,929 shares — an estimated $24.2M sold.

Cloverfields Capital Group first reported a position in UNH in Q4 2020 and held it in 12 quarters. The position peaked at $249M in Q2 2021. 3,411 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

  • Cloverfields Capital Group reported no remaining UnitedHealth position as of Q4 2023 after selling out during the quarter.
  • Cloverfields Capital Group sold 47,929 UnitedHealth shares in Q4 2023, an estimated $24.2M.
  • Cloverfields Capital Group first reported a position in UnitedHealth in Q4 2020 and held it in 12 quarters.
  • Cloverfields Capital Group's UnitedHealth position peaked at $249M in Q2 2021.
  • 3,411 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on Cloverfields Capital Group's 13F filing for Q4 2023, filed 12 Feb 2024.