Connacht Asset Management’s UnitedHealth UNH Stock Holding History

Connacht Asset 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
2023 Q2	–	Sell	-701	Closed	-$331K	–	143
2023 Q1	$331K	Buy	+701	New	+$338K	0.14%	108
2022 Q2	–	Sell	-2,834	Closed	-$1.45M	–	176
2022 Q1	$1.45M	Buy	+2,834	New	+$1.37M	0.74%	33
2021 Q1	–	Sell	-2,394	Closed	-$840K	–	157
2020 Q4	$840K	Buy	+2,394	New	+$802K	0.4%	78

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Connacht Asset Management's UNH Position: Q2 2023 in Review

Connacht Asset Management sold out of UnitedHealth (UNH) in Q2 2023, closing a stake of 701 shares — an estimated $331K sold.

Connacht Asset Management first reported a position in UNH in Q4 2020 and held it in 3 quarters. The position peaked at $1.45M in Q1 2022. 3,130 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

Connacht Asset Management reported no remaining UnitedHealth position as of Q2 2023 after selling out during the quarter.
Connacht Asset Management sold 701 UnitedHealth shares in Q2 2023, an estimated $331K.
Connacht Asset Management first reported a position in UnitedHealth in Q4 2020 and held it in 3 quarters.
Connacht Asset Management's UnitedHealth position peaked at $1.45M in Q1 2022.
3,130 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on Connacht Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.