Engle Capital Management’s UnitedHealth UNH Stock Holding History

Engle 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 Q2	–	Sell	-27,000	Closed	-$12.8M	–	36
2023 Q1	$12.8M	Sell	27,000 -24,000	-47%	-$11.6M	4.18%	9
2022 Q4	$27M	Buy	51,000 +7,000	+16%	+$3.71M	12.16%	1
2022 Q3	$22.2M	Buy	44,000 +19,000	+76%	+$9.99M	6.51%	8
2022 Q2	$12.8M	Buy	+25,000	New	+$12.6M	5.09%	8

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

Engle Capital Management's UNH Position: Q2 2023 in Review

Engle Capital Management sold out of UnitedHealth (UNH) in Q2 2023, closing a stake of 27,000 shares — an estimated $12.8M sold.

Engle Capital Management first reported a position in UNH in Q2 2022 and held it in 4 quarters. The position peaked at $27M in Q4 2022. 3,129 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

Engle Capital Management reported no remaining UnitedHealth position as of Q2 2023 after selling out during the quarter.
Engle Capital Management sold 27,000 UnitedHealth shares in Q2 2023, an estimated $12.8M.
Engle Capital Management first reported a position in UnitedHealth in Q2 2022 and held it in 4 quarters.
Engle Capital Management's UnitedHealth position peaked at $27M in Q4 2022.
3,129 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on Engle Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.