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Daniel Sundheim’s UnitedHealth UNH Stock Holding History

Daniel Sundheim’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
Q2 		– Sell
-156,000
Closed -$77.2M – 45
2024
Q1 		$77.2M Buy
+156,000
New +$79.3M 1.17% 24
2023
Q3 		– Sell
-502,200
Closed -$241M – 48
2023
Q2 		$241M Sell
502,200
-23,800
-5% -$11.6M 4.64% 7
2023
Q1 		$249M Buy
+526,000
New +$254M 4.68% 7
2020
Q2 		– Sell
-320,000
Closed -$79.8M – 56
2020
Q1 		$79.8M Buy
+320,000
New +$88.1M 0.83% 24

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Daniel Sundheim's UNH Position: Q2 2024 in Review

Daniel Sundheim sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 156,000 shares — an estimated $77.2M sold.

Daniel Sundheim first reported a position in UNH in Q1 2020 and held it in 4 quarters. The position peaked at $249M in Q1 2023. 3,399 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

  • Daniel Sundheim reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
  • Daniel Sundheim sold 156,000 UnitedHealth shares in Q2 2024, an estimated $77.2M.
  • Daniel Sundheim first reported a position in UnitedHealth in Q1 2020 and held it in 4 quarters.
  • Daniel Sundheim's UnitedHealth position peaked at $249M in Q1 2023.
  • 3,399 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on D1 Capital Partners's 13F filing for Q2 2024, filed 14 Aug 2024.