Daniel Loeb’s UnitedHealth UNH Stock Holding History

Daniel Loeb’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	-335,000	Closed	-$158M	–	50
2023 Q1	$158M	Sell	335,000 -335,000	-50%	-$162M	2.59%	12
2022 Q4	$355M	Hold	670,000	–	–	5.95%	5
2022 Q3	$338M	Buy	670,000 +100,000	+18%	+$52.6M	6.11%	5
2022 Q2	$293M	Sell	570,000 -35,000	-6%	-$17.6M	6.93%	4
2022 Q1	$309M	Sell	605,000 -185,000	-23%	-$89.2M	4.02%	6
2021 Q4	$397M	Buy	790,000 +110,000	+16%	+$49.8M	2.77%	15
2021 Q3	$266M	Buy	680,000 +80,000	+13%	+$33.1M	1.45%	23
2021 Q2	$240M	Hold	600,000	–	–	1.41%	25
2021 Q1	$223M	Buy	600,000 +280,000	+88%	+$97M	1.5%	23
2020 Q4	$112M	Buy	+320,000	New	+$107M	0.87%	36

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 $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Daniel Loeb's UNH Position: Q2 2023 in Review

Daniel Loeb sold out of UnitedHealth (UNH) in Q2 2023, closing a stake of 335,000 shares — an estimated $158M sold.

Daniel Loeb first reported a position in UNH in Q4 2020 and held it in 10 quarters. The position peaked at $397M in Q4 2021. 3,130 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

Daniel Loeb reported no remaining UnitedHealth position as of Q2 2023 after selling out during the quarter.
Daniel Loeb sold 335,000 UnitedHealth shares in Q2 2023, an estimated $158M.
Daniel Loeb first reported a position in UnitedHealth in Q4 2020 and held it in 10 quarters.
Daniel Loeb's UnitedHealth position peaked at $397M in Q4 2021.
3,130 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on Third Point's 13F filing for Q2 2023, filed 14 Aug 2023.