DSM Capital Partners’s UnitedHealth UNH Stock Holding History

DSM Capital Partners’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 Q3	–	Sell	-9	Closed	-$4.33K	–	61
2023 Q2	$4.33K	Sell	9 -303,699	-100%	-$149M	﹤0.01%	58
2023 Q1	$144M	Sell	303,708 -23,387	-7%	-$11.3M	2.35%	18
2022 Q4	$173M	Sell	327,095 -89,530	-21%	-$47.4M	2.88%	12
2022 Q3	$210M	Sell	416,625 -46,600	-10%	-$24.5M	3.57%	10
2022 Q2	$238M	Sell	463,225 -6,780	-1%	-$3.4M	3.99%	7
2022 Q1	$240M	Buy	470,005 +45,966	+11%	+$22.2M	3.2%	8
2021 Q4	$213M	Sell	424,039 -22,808	-5%	-$10.3M	2.23%	12
2021 Q3	$175M	Sell	446,847 -2,244	-0.5%	-$929K	1.81%	18
2021 Q2	$180M	Sell	449,091 -26,595	-6%	-$10.6M	1.73%	13
2021 Q1	$177M	Sell	475,686 -2,253	-0.5%	-$781K	1.88%	14
2020 Q4	$168M	Sell	477,939 -22,750	-5%	-$7.63M	1.8%	18
2020 Q3	$156M	Sell	500,689 -49,221	-9%	-$15.1M	1.73%	15
2020 Q2	$162M	Buy	+549,910	New	+$158M	1.93%	16

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

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

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

DSM Capital Partners's UNH Position: Q3 2023 in Review

DSM Capital Partners sold out of UnitedHealth (UNH) in Q3 2023, closing a stake of 9 shares — an estimated $4.33K sold.

DSM Capital Partners first reported a position in UNH in Q2 2020 and held it in 13 quarters. The position peaked at $240M in Q1 2022. 3,137 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

DSM Capital Partners reported no remaining UnitedHealth position as of Q3 2023 after selling out during the quarter.
DSM Capital Partners sold 9 UnitedHealth shares in Q3 2023, an estimated $4.33K.
DSM Capital Partners first reported a position in UnitedHealth in Q2 2020 and held it in 13 quarters.
DSM Capital Partners's UnitedHealth position peaked at $240M in Q1 2022.
3,137 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on DSM Capital Partners's 13F filing for Q3 2023, filed 13 Nov 2023.