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Crestline Management’s UnitedHealth UNH Stock Holding History

Crestline 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
2025
Q1 		– Sell
-556
Closed -$281K – 612
2024
Q4 		$281K Sell
556
-902
-62% -$513K 0.01% 630
2024
Q3 		$852K Buy
+1,458
New +$825K 0.04% 291
2021
Q1 		– Sell
-100,000
Closed -$35.1M – 147
2020
Q4 		$35.1M Buy
+100,000
New +$33.5M 3.72% 5
2020
Q1 		– Sell
-68,000
Closed -$20M – 65
2019
Q4 		$20M Buy
68,000
+45,500
+202% +$11.9M 2.59% 7
2019
Q3 		$4.89M Buy
+22,500
New +$5.43M 0.79% 23
2017
Q2 		– Sell
-5,325
Closed -$873K – 168
2017
Q1 		$873K Buy
+5,325
New +$872K 0.16% 63

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Crestline Management's UNH Position: Q1 2025 in Review

Crestline Management sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 556 shares — an estimated $281K sold.

Crestline Management first reported a position in UNH in Q1 2017 and held it in 6 quarters. The position peaked at $35.1M in Q4 2020. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Crestline Management reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • Crestline Management sold 556 UnitedHealth shares in Q1 2025, an estimated $281K.
  • Crestline Management first reported a position in UnitedHealth in Q1 2017 and held it in 6 quarters.
  • Crestline Management's UnitedHealth position peaked at $35.1M in Q4 2020.
  • 3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Crestline Management's 13F filing for Q1 2025, filed 15 May 2025.