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Codex Capital’s UnitedHealth UNH Stock Holding History

Codex 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
2024
Q1 		$1.57M Hold
2,700
– – 0.77% 31
2023
Q4 		$1.42M Hold
2,700
– – 0.83% 31
2023
Q3 		$1.36M Hold
2,700
– – 0.88% 31
2023
Q2 		$1.3M Hold
2,700
– – 0.84% 30
2023
Q1 		$1.28M Hold
2,700
– – 0.88% 30
2022
Q4 		$1.43M Hold
2,700
– – 1.2% 27
2022
Q3 		$1.36M Hold
2,700
– – 1.17% 28
2022
Q2 		$1.38M Hold
2,700
– – 0.84% 31
2022
Q1 		$1.38M Buy
2,700
+1,000
+59% +$482K 0.85% 31
2021
Q4 		$850K Hold
1,700
– – 0.44% 34
2021
Q3 		$663K Hold
1,700
– – 0.36% 35
2021
Q2 		$680K Buy
+1,700
New +$678K 0.36% 36

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
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
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

Codex Capital's UNH Position: Q1 2024 in Review

Codex Capital held its UnitedHealth (UNH) position steady in Q1 2024 at 2,700 shares worth $1.57M. The position accounts for 0.77% of the portfolio, ranked #31.

Codex Capital first reported a position in UNH in Q2 2021 and has held it in 12 quarters since. 3,374 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

  • Codex Capital held 2,700 shares of UnitedHealth worth $1.57M as of Q1 2024.
  • Codex Capital left its UnitedHealth share count unchanged in Q1 2024.
  • UnitedHealth made up 0.77% of Codex Capital's portfolio in Q1 2024, its #31 holding.
  • Codex Capital first reported a position in UnitedHealth in Q2 2021 and has held it in 12 quarters since.
  • 3,374 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Codex Capital's 13F filing for Q1 2024, filed 7 May 2024.