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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
-453,800
Closed -$228M – 4337
2021
Q4 		$228M Buy
453,800
+11,900
+3% +$5.39M 0.12% 150
2021
Q3 		$173M Buy
441,900
+10,300
+2% +$4.27M 0.1% 207
2021
Q2 		$172M Sell
431,600
-302,300
-41% -$121M 0.09% 214
2021
Q1 		$273M Buy
733,900
+143,500
+24% +$49.7M 0.14% 132
2020
Q4 		$207M Sell
590,400
-122,100
-17% -$40.9M 0.1% 208
2020
Q3 		$222M Buy
712,500
+474,900
+200% +$146M 0.14% 143
2020
Q2 		$70.1M Buy
237,600
+63,700
+37% +$18.3M 0.05% 400
2020
Q1 		$43.4M Sell
173,900
-47,400
-21% -$13M 0.04% 483
2019
Q4 		$65.1M Buy
221,300
+111,300
+101% +$29.1M 0.05% 427
2019
Q3 		$23.9M Buy
110,000
+35,900
+48% +$8.66M 0.02% 806
2019
Q2 		$18.1M Buy
74,100
+2,100
+3% +$505K 0.02% 974
2019
Q1 		$17.8M Buy
72,000
+51,700
+255% +$13.2M 0.02% 927
2018
Q4 		$5.06M Sell
20,300
-83,600
-80% -$22.1M 0.01% 1568
2018
Q3 		$27.6M Buy
103,900
+80,000
+335% +$20.8M 0.02% 705
2018
Q2 		$5.86M Sell
23,900
-878,100
-97% -$211M 0.01% 1622
2018
Q1 		$193M Buy
902,000
+654,600
+265% +$150M 0.18% 97
2017
Q4 		$54.5M Sell
247,400
-33,900
-12% -$7.18M 0.05% 397
2017
Q3 		$55.1M Buy
281,300
+169,300
+151% +$32.7M 0.05% 391
2017
Q2 		$20.8M Buy
+112,000
New +$19.6M 0.02% 787
2016
Q4 		– Sell
-246,200
Closed -$34.5M – 4241
2016
Q3 		$34.5M Buy
+246,200
New +$34.5M 0.03% 589
2016
Q2 		– Sell
-250,000
Closed -$32.2M – 4353
2016
Q1 		$32.2M Buy
+250,000
New +$29.6M 0.04% 513
2014
Q1 		– Sell
-94,600
Closed -$7.12M – 4854
2013
Q4 		$7.12M Buy
94,600
+64,600
+215% +$4.64M 0.01% 1536
2013
Q3 		$2.15M Buy
+30,000
New +$2.15M ﹤0.01% 2330

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.