EntryPoint Capital’s UnitedHealth UNH Stock Holding History

EntryPoint Capital’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
2024 Q2	–	Sell	-151	Closed	-$74.7K	–	1643
2024 Q1	$74.7K	Buy	+151	New	+$76.8K	0.07%	567

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EntryPoint Capital's UNH Position: Q2 2024 in Review

EntryPoint Capital sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 151 shares — an estimated $74.7K sold.

EntryPoint Capital first reported a position in UNH in Q1 2024 and held it in 1 quarter. The position peaked at $74.7K in Q1 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

EntryPoint Capital reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
EntryPoint Capital sold 151 UnitedHealth shares in Q2 2024, an estimated $74.7K.
EntryPoint Capital first reported a position in UnitedHealth in Q1 2024 and held it in 1 quarter.
EntryPoint Capital's UnitedHealth position peaked at $74.7K in Q1 2024.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on EntryPoint Capital's 13F filing for Q2 2024, filed 13 Aug 2024.