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Eudaimonia Partners’s UnitedHealth UNH Stock Holding History

Eudaimonia Partners’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
Q1 		$1.92M Buy
3,883
+247
+7% +$126K 0.46% 48
2023
Q4 		$1.91M Sell
3,636
-1,790
-33% -$955K 0.5% 47
2023
Q3 		$2.74M Buy
5,426
+103
+2% +$50.7K 0.66% 32
2023
Q2 		$2.56M Buy
5,323
+73
+1% +$35.7K 0.58% 35
2023
Q1 		$2.48M Sell
5,250
-2,664
-34% -$1.29M 0.6% 35
2022
Q4 		$4.2M Buy
7,914
+17
+0.2% +$9.01K 1.03% 17
2022
Q3 		$3.99M Buy
7,897
+1,689
+27% +$888K 1.04% 15
2022
Q2 		$3.19M Sell
6,208
-7,391
-54% -$3.71M 0.59% 44
2022
Q1 		$6.93M Buy
+13,599
New +$6.56M 1.18% 11
2021
Q3 		$5.15M Sell
13,187
-1,491
-10% -$618K 0.93% 15
2021
Q2 		$5.88M Sell
14,678
-2,388
-14% -$952K 1.1% 10
2021
Q1 		$6.35M Sell
17,066
-1,103
-6% -$382K 1.32% 6
2020
Q4 		$6.37M Buy
18,169
+549
+3% +$184K 1.43% 6
2020
Q3 		$5.49M Buy
17,620
+11,445
+185% +$3.52M 1.41% 5
2020
Q2 		$1.82M Buy
6,175
+181
+3% +$51.9K 0.69% 34
2020
Q1 		$1.5M Buy
5,994
+1,176
+24% +$324K 0.66% 38
2019
Q4 		$1.42M Buy
+4,818
New +$1.26M 0.56% 47

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eudaimonia Partners's UNH Position: Q1 2024 in Review

Eudaimonia Partners increased its UnitedHealth (UNH) stake by 6.8% in Q1 2024, buying an estimated $126K and bringing the position to 3,883 shares worth $1.92M. The position accounts for 0.46% of the portfolio, ranked #48.

Eudaimonia Partners first reported a position in UNH in Q4 2019 and has held it in 17 quarters since. The position peaked at $6.93M in Q1 2022. 3,374 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

  • Eudaimonia Partners held 3,883 shares of UnitedHealth worth $1.92M as of Q1 2024.
  • Eudaimonia Partners bought 247 UnitedHealth shares in Q1 2024, an estimated $126K.
  • UnitedHealth made up 0.46% of Eudaimonia Partners's portfolio in Q1 2024, its #48 holding.
  • Eudaimonia Partners first reported a position in UnitedHealth in Q4 2019 and has held it in 17 quarters since.
  • Eudaimonia Partners's UnitedHealth position peaked at $6.93M in Q1 2022.
  • 3,374 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Eudaimonia Partners's 13F filing for Q1 2024, filed 25 Apr 2024.