Desjardins Global Asset Management’s UnitedHealth UNH Stock Holding History

Desjardins Global Asset 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
2023 Q4	$3.14M	Sell	5,961 -569	-9%	-$303K	0.34%	56
2023 Q3	$3.29M	Buy	6,530 +670	+11%	+$330K	0.36%	58
2023 Q2	$2.82M	Sell	5,860 -708	-11%	-$346K	0.32%	65
2023 Q1	$3.1M	Sell	6,568 -1,630	-20%	-$787K	0.39%	48
2022 Q4	$4.35M	Sell	8,198 -8,710	-52%	-$4.61M	0.69%	13
2022 Q3	$8.54M	Sell	16,908 -5,254	-24%	-$2.76M	1.08%	11
2022 Q2	$11.4M	Sell	22,162 -8,469	-28%	-$4.25M	1.49%	8
2022 Q1	$15.6M	Sell	30,631 -1,996	-6%	-$963K	1.36%	10
2021 Q4	$16.4M	Buy	+32,627	New	+$14.8M	1.4%	7

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Desjardins Global Asset Management's UNH Position: Q4 2023 in Review

Desjardins Global Asset Management reduced its UnitedHealth (UNH) stake by 8.7% in Q4 2023, selling an estimated $303K and leaving 5,961 shares worth $3.14M. The position accounts for 0.34% of the portfolio, ranked #56.

Desjardins Global Asset Management first reported a position in UNH in Q4 2021 and has held it in 9 quarters since. The position peaked at $16.4M in Q4 2021. 3,411 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

Desjardins Global Asset Management held 5,961 shares of UnitedHealth worth $3.14M as of Q4 2023.
Desjardins Global Asset Management sold 569 UnitedHealth shares in Q4 2023, an estimated $303K.
UnitedHealth made up 0.34% of Desjardins Global Asset Management's portfolio in Q4 2023, its #56 holding.
Desjardins Global Asset Management first reported a position in UnitedHealth in Q4 2021 and has held it in 9 quarters since.
Desjardins Global Asset Management's UnitedHealth position peaked at $16.4M in Q4 2021.
3,411 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.