Echo Street Capital Management’s UnitedHealth UNH Stock Holding History

Echo Street Capital 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	–	Sell	-500,678	Closed	-$252M	–	404
2023 Q3	$252M	Buy	500,678 +24,880	+5%	+$12.2M	2.35%	9
2023 Q2	$229M	Buy	475,798 +207,625	+77%	+$102M	1.96%	15
2023 Q1	$127M	Sell	268,173 -14,422	-5%	-$6.96M	1.14%	39
2022 Q4	$150M	Buy	282,595 +281,939	+42,979%	+$149M	1.45%	24
2022 Q3	$331K	Buy	+656	New	+$345K	﹤0.01%	374
2022 Q2	–	Sell	-2,546	Closed	-$1.3M	–	723
2022 Q1	$1.3M	Buy	2,546 +1,753	+221%	+$845K	0.01%	183
2021 Q4	$398K	Sell	793 -809	-50%	-$366K	﹤0.01%	467
2021 Q3	$626K	Buy	1,602 +462	+41%	+$191K	﹤0.01%	367
2021 Q2	$457K	Sell	1,140 -741	-39%	-$295K	﹤0.01%	394
2021 Q1	$700K	Buy	+1,881	New	+$652K	0.01%	233

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

Echo Street Capital Management's UNH Position: Q4 2023 in Review

Echo Street Capital Management sold out of UnitedHealth (UNH) in Q4 2023, closing a stake of 500,678 shares — an estimated $252M sold.

Echo Street Capital Management first reported a position in UNH in Q1 2021 and held it in 10 quarters. The position peaked at $252M in Q3 2023. 3,412 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

Echo Street Capital Management reported no remaining UnitedHealth position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 500,678 UnitedHealth shares in Q4 2023, an estimated $252M.
Echo Street Capital Management first reported a position in UnitedHealth in Q1 2021 and held it in 10 quarters.
Echo Street Capital Management's UnitedHealth position peaked at $252M in Q3 2023.
3,412 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.