Fund Management at Engine No 1’s UnitedHealth UNH Stock Holding History

Fund Management at Engine No 1’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 Q4	–	Sell	-13,248	Closed	-$6.68M	–	389
2023 Q3	$6.68M	Buy	13,248 +1,127	+9%	+$555K	1.02%	19
2023 Q2	$5.83M	Buy	12,121 +789	+7%	+$386K	1.07%	17
2023 Q1	$5.36M	Buy	11,332 +1,046	+10%	+$505K	1.08%	18
2022 Q4	$5.45M	Buy	10,286 +1,293	+14%	+$685K	1.33%	13
2022 Q3	$4.54M	Sell	8,993 -480	-5%	-$252K	1.34%	14
2022 Q2	$4.87M	Buy	9,473 +1,500	+19%	+$753K	1.29%	14
2022 Q1	$4.07M	Buy	+7,973	New	+$3.85M	1.02%	20

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Fund Management at Engine No 1's UNH Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of UnitedHealth (UNH) in Q4 2023, closing a stake of 13,248 shares — an estimated $6.68M sold.

Fund Management at Engine No 1 first reported a position in UNH in Q1 2022 and held it in 7 quarters. The position peaked at $6.68M in Q3 2023. 3,411 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

Fund Management at Engine No 1 reported no remaining UnitedHealth position as of Q4 2023 after selling out during the quarter.
Fund Management at Engine No 1 sold 13,248 UnitedHealth shares in Q4 2023, an estimated $6.68M.
Fund Management at Engine No 1 first reported a position in UnitedHealth in Q1 2022 and held it in 7 quarters.
Fund Management at Engine No 1's UnitedHealth position peaked at $6.68M in Q3 2023.
3,411 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.