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Engine No 1 LLC’s UnitedHealth UNH Stock Holding History

Engine No 1 LLC’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
-27,390
Closed -$12.9M – 19
2023
Q1 		$12.9M Sell
27,390
-8,210
-23% -$3.96M 6.07% 6
2022
Q4 		$18.9M Hold
35,600
– – 9.28% 4
2022
Q3 		$18M Hold
35,600
– – 8.87% 6
2022
Q2 		$18.3M Buy
35,600
+9,700
+37% +$4.87M 8.06% 6
2022
Q1 		$13.2M Buy
25,900
+19,449
+301% +$9.38M 5.95% 9
2021
Q4 		$3.24M Buy
6,451
+1,376
+27% +$623K 0.67% 20
2021
Q3 		$1.98M Buy
5,075
+2,062
+68% +$854K 0.51% 24
2021
Q2 		$1.21M Buy
+3,013
New +$1.2M 0.33% 26

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Engine No 1 LLC's UNH Position: Q2 2023 in Review

Engine No 1 LLC sold out of UnitedHealth (UNH) in Q2 2023, closing a stake of 27,390 shares — an estimated $12.9M sold.

Engine No 1 LLC first reported a position in UNH in Q2 2021 and held it in 8 quarters. The position peaked at $18.9M in Q4 2022. 3,129 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

  • Engine No 1 LLC reported no remaining UnitedHealth position as of Q2 2023 after selling out during the quarter.
  • Engine No 1 LLC sold 27,390 UnitedHealth shares in Q2 2023, an estimated $12.9M.
  • Engine No 1 LLC first reported a position in UnitedHealth in Q2 2021 and held it in 8 quarters.
  • Engine No 1 LLC's UnitedHealth position peaked at $18.9M in Q4 2022.
  • 3,129 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on Engine No 1 LLC's 13F filing for Q2 2023, filed 14 Aug 2023.