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Credit Suisse’s UnitedHealth UNH Stock Holding History

Credit Suisse’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
2022
Q1 		– Sell
-170,800
Closed -$85.8M – 4336
2021
Q4 		$85.8M Sell
170,800
-141,700
-45% -$64.1M 0.05% 422
2021
Q3 		$122M Buy
312,500
+12,900
+4% +$5.34M 0.07% 298
2021
Q2 		$119M Sell
299,600
-41,800
-12% -$16.7M 0.06% 327
2021
Q1 		$127M Buy
341,400
+26,000
+8% +$9.01M 0.07% 325
2020
Q4 		$111M Sell
315,400
-191,000
-38% -$64M 0.05% 380
2020
Q3 		$158M Buy
506,400
+307,100
+154% +$94.3M 0.1% 224
2020
Q2 		$58.8M Buy
199,300
+102,900
+107% +$29.5M 0.04% 469
2020
Q1 		$24M Sell
96,400
-138,900
-59% -$38.2M 0.02% 741
2019
Q4 		$69.2M Buy
235,300
+184,100
+360% +$48.2M 0.05% 405
2019
Q3 		$11.1M Buy
51,200
+1,400
+3% +$338K 0.01% 1243
2019
Q2 		$12.2M Buy
49,800
+11,200
+29% +$2.69M 0.01% 1203
2019
Q1 		$9.54M Sell
38,600
-67,600
-64% -$17.2M 0.01% 1267
2018
Q4 		$26.5M Buy
106,200
+102,300
+2,623% +$27M 0.03% 640
2018
Q3 		$1.04M Sell
3,900
-19,800
-84% -$5.15M ﹤0.01% 2850
2018
Q2 		$5.82M Buy
+23,700
New +$5.69M 0.01% 1633
2017
Q1 		– Sell
-125,000
Closed -$20M – 4073
2016
Q4 		$20M Buy
125,000
+25,000
+25% +$3.73M 0.02% 812
2016
Q3 		$14M Buy
+100,000
New +$14M 0.01% 998
2016
Q2 		– Sell
-39,000
Closed -$5.03M – 4352
2016
Q1 		$5.03M Buy
+39,000
New +$4.61M 0.01% 1525

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

Credit Suisse's UNH Position: Q1 2024 in Review

Credit Suisse reduced its UnitedHealth (UNH) stake by 1.4% in Q1 2024, selling an estimated $17.7M and leaving 2,525,461 shares worth $1.25B. The position accounts for 1.2% of the portfolio, ranked #10.

Credit Suisse first reported a position in UNH in Q2 2013 and has held it in 44 quarters since. The position peaked at $2.32B in Q4 2017. 3,375 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

  • Credit Suisse held 2,525,461 shares of UnitedHealth worth $1.25B as of Q1 2024.
  • Credit Suisse sold 34,754 UnitedHealth shares in Q1 2024, an estimated $17.7M.
  • UnitedHealth made up 1.2% of Credit Suisse's portfolio in Q1 2024, its #10 holding.
  • Credit Suisse first reported a position in UnitedHealth in Q2 2013 and has held it in 44 quarters since.
  • Credit Suisse's UnitedHealth position peaked at $2.32B in Q4 2017.
  • 3,375 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.