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Compass Capital Management’s UnitedHealth UNH Stock Holding History

Compass Capital Management’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 		– Sell
-518
Closed -$273K – 38
2023
Q4 		$273K Buy
+518
New +$276K 0.02% 34

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

Compass Capital Management's UNH Position: Q1 2024 in Review

Compass Capital Management sold out of UnitedHealth (UNH) in Q1 2024, closing a stake of 518 shares — an estimated $273K sold.

Compass Capital Management first reported a position in UNH in Q4 2023 and held it in 1 quarter. The position peaked at $273K in Q4 2023. 3,374 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

  • Compass Capital Management reported no remaining UnitedHealth position as of Q1 2024 after selling out during the quarter.
  • Compass Capital Management sold 518 UnitedHealth shares in Q1 2024, an estimated $273K.
  • Compass Capital Management first reported a position in UnitedHealth in Q4 2023 and held it in 1 quarter.
  • Compass Capital Management's UnitedHealth position peaked at $273K in Q4 2023.
  • 3,374 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Compass Capital Management's 13F filing for Q1 2024, filed 30 Apr 2024.