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Ergoteles’s UnitedHealth UNH Stock Holding History

Ergoteles’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
Q3 		– Sell
-5,497
Closed -$2.64M – 804
2023
Q2 		$2.64M Buy
+5,497
New +$2.69M 0.13% 208
2022
Q4 		– Sell
-1,860
Closed -$939K – 1909
2022
Q3 		$939K Buy
+1,860
New +$978K 0.03% 509
2021
Q3 		– Sell
-125,441
Closed -$50.2M – 1685
2021
Q2 		$50.2M Buy
125,441
+37,760
+43% +$15.1M 1.15% 6
2021
Q1 		$32.6M Sell
87,681
-11,619
-12% -$4.03M 1.02% 17
2020
Q4 		$34.8M Buy
+99,300
New +$33.3M 1.15% 13

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

Ergoteles's UNH Position: Q3 2023 in Review

Ergoteles sold out of UnitedHealth (UNH) in Q3 2023, closing a stake of 5,497 shares — an estimated $2.64M sold.

Ergoteles first reported a position in UNH in Q4 2020 and held it in 5 quarters. The position peaked at $50.2M in Q2 2021. 3,137 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

  • Ergoteles reported no remaining UnitedHealth position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 5,497 UnitedHealth shares in Q3 2023, an estimated $2.64M.
  • Ergoteles first reported a position in UnitedHealth in Q4 2020 and held it in 5 quarters.
  • Ergoteles's UnitedHealth position peaked at $50.2M in Q2 2021.
  • 3,137 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.