CW
UNH icon

Connectus Wealth’s UnitedHealth UNH Stock Holding History

Connectus Wealth’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 		$27.5M Sell
55,574
-91,795
-62% -$46.7M 0.75% 33
2023
Q4 		$77.6M Sell
147,369
-875
-0.6% -$467K 1.59% 12
2023
Q3 		$74.8M Sell
148,244
-14,136
-9% -$6.96M 1.67% 13
2023
Q2 		$78.1M Buy
162,380
+2,969
+2% +$1.45M 1.8% 12
2023
Q1 		$75.4M Buy
159,411
+39,030
+32% +$18.8M 1.86% 9
2022
Q4 		$63.9M Sell
120,381
-1,752
-1% -$928K 1.51% 12
2022
Q3 		$61.7M Sell
122,133
-17,460
-13% -$9.18M 1.29% 11
2022
Q2 		$71.9M Buy
139,593
+9,271
+7% +$4.66M 1.64% 11
2022
Q1 		$65.7M Sell
130,322
-16,766
-11% -$8.09M 2.08% 9
2021
Q4 		$74.1M Buy
+147,088
New +$66.6M 2.87% 6

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

Connectus Wealth's UNH Position: Q1 2024 in Review

Connectus Wealth reduced its UnitedHealth (UNH) stake by 62% in Q1 2024, selling an estimated $46.7M and leaving 55,574 shares worth $27.5M. The position accounts for 0.75% of the portfolio, ranked #33.

Connectus Wealth first reported a position in UNH in Q4 2021 and has held it in 10 quarters since. The position peaked at $78.1M in Q2 2023. 3,374 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

  • Connectus Wealth held 55,574 shares of UnitedHealth worth $27.5M as of Q1 2024.
  • Connectus Wealth sold 91,795 UnitedHealth shares in Q1 2024, an estimated $46.7M.
  • UnitedHealth made up 0.75% of Connectus Wealth's portfolio in Q1 2024, its #33 holding.
  • Connectus Wealth first reported a position in UnitedHealth in Q4 2021 and has held it in 10 quarters since.
  • Connectus Wealth's UnitedHealth position peaked at $78.1M in Q2 2023.
  • 3,374 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.