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Egerton Capital (UK)’s UnitedHealth UNH Stock Holding History

Egerton Capital (UK)’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
-89,364
Closed -$42.2M – 27
2023
Q1 		$42.2M Sell
89,364
-974,662
-92% -$470M 0.46% 25
2022
Q4 		$564M Sell
1,064,026
-85,473
-7% -$45.3M 4.85% 9
2022
Q3 		$581M Sell
1,149,499
-347,821
-23% -$183M 4.51% 9
2022
Q2 		$769M Sell
1,497,320
-138,007
-8% -$69.3M 5.19% 7
2022
Q1 		$834M Sell
1,635,327
-392,598
-19% -$189M 4.39% 9
2021
Q4 		$1.02B Sell
2,027,925
-42,950
-2% -$19.4M 4.75% 7
2021
Q3 		$809M Sell
2,070,875
-33,727
-2% -$14M 3.85% 12
2021
Q2 		$843M Buy
2,104,602
+235,023
+13% +$93.7M 4.19% 12
2021
Q1 		$696M Buy
1,869,579
+71,469
+4% +$24.8M 3.66% 14
2020
Q4 		$631M Sell
1,798,110
-732,643
-29% -$246M 3.57% 14
2020
Q3 		$789M Sell
2,530,753
-306,110
-11% -$94M 4.87% 7
2020
Q2 		$837M Buy
2,836,863
+1,028,819
+57% +$295M 6.22% 4
2020
Q1 		$451M Sell
1,808,044
-998,761
-36% -$275M 4.66% 12
2019
Q4 		$825M Buy
+2,806,805
New +$734M 5.91% 6
2019
Q3 		– Sell
-194,003
Closed -$47.3M – 37
2019
Q2 		$47.3M Sell
194,003
-412,866
-68% -$99.3M 0.35% 31
2019
Q1 		$150M Sell
606,869
-1,858,232
-75% -$474M 1.06% 26
2018
Q4 		$614M Buy
2,465,101
+944,290
+62% +$249M 5.11% 8
2018
Q3 		$405M Sell
1,520,811
-1,228,961
-45% -$320M 3% 12
2018
Q2 		$675M Buy
2,749,772
+583,898
+27% +$140M 5.16% 4
2018
Q1 		$463M Buy
2,165,874
+492,530
+29% +$112M 3.77% 13
2017
Q4 		$369M Buy
+1,673,344
New +$355M 3.23% 15

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Egerton Capital (UK)'s UNH Position: Q2 2023 in Review

Egerton Capital (UK) sold out of UnitedHealth (UNH) in Q2 2023, closing a stake of 89,364 shares — an estimated $42.2M sold.

Egerton Capital (UK) first reported a position in UNH in Q4 2017 and held it in 21 quarters. The position peaked at $1.02B in Q4 2021. 3,130 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

  • Egerton Capital (UK) reported no remaining UnitedHealth position as of Q2 2023 after selling out during the quarter.
  • Egerton Capital (UK) sold 89,364 UnitedHealth shares in Q2 2023, an estimated $42.2M.
  • Egerton Capital (UK) first reported a position in UnitedHealth in Q4 2017 and held it in 21 quarters.
  • Egerton Capital (UK)'s UnitedHealth position peaked at $1.02B in Q4 2021.
  • 3,130 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on Egerton Capital (UK)'s 13F filing for Q2 2023, filed 10 Aug 2023.