Fidelity National Financial’s UnitedHealth UNH Stock Holding History

Fidelity National Financial’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	-50,000	Closed	-$24.7M	–	27
2024 Q1	$24.7M	Buy	+50,000	New	+$25.4M	0.49%	9
2023 Q4	–	Sell	-32,440	Closed	-$16.4M	–	31
2023 Q3	$16.4M	Hold	32,440	–	–	0.45%	15
2023 Q2	$15.6M	Hold	32,440	–	–	0.48%	16
2023 Q1	$15.3M	Hold	32,440	–	–	0.59%	17
2022 Q4	$17.2M	Hold	32,440	–	–	0.62%	13
2022 Q3	$16.4M	Hold	32,440	–	–	2.51%	13
2022 Q2	$16.7M	Hold	32,440	–	–	2.38%	13
2022 Q1	$16.5M	Hold	32,440	–	–	1.65%	15
2021 Q4	$16.3M	Hold	32,440	–	–	1.35%	17
2021 Q3	$12.7M	Hold	32,440	–	–	0.94%	20
2021 Q2	$13M	Hold	32,440	–	–	0.94%	18
2021 Q1	$12.1M	Hold	32,440	–	–	0.87%	18
2020 Q4	$11.4M	Hold	32,440	–	–	1.44%	16
2020 Q3	$10.1M	Hold	32,440	–	–	1.47%	18
2020 Q2	$9.57M	Hold	32,440	–	–	1.37%	17
2020 Q1	$8.09M	Hold	32,440	–	–	1.29%	16
2019 Q4	$9.54M	Hold	32,440	–	–	1.17%	16
2019 Q3	$7.05M	Hold	32,440	–	–	1.03%	16
2019 Q2	$7.92M	Hold	32,440	–	–	1.15%	17
2019 Q1	$8.02M	Buy	+32,440	New	+$8.27M	1.27%	18

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

Fidelity National Financial's UNH Position: Q2 2024 in Review

Fidelity National Financial sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 50,000 shares — an estimated $24.7M sold.

Fidelity National Financial first reported a position in UNH in Q1 2019 and held it in 20 quarters. The position peaked at $24.7M in Q1 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

Fidelity National Financial reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
Fidelity National Financial sold 50,000 UnitedHealth shares in Q2 2024, an estimated $24.7M.
Fidelity National Financial first reported a position in UnitedHealth in Q1 2019 and held it in 20 quarters.
Fidelity National Financial's UnitedHealth position peaked at $24.7M in Q1 2024.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Fidelity National Financial's 13F filing for Q2 2024, filed 8 Aug 2024.