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Garda Capital Partners’s UnitedHealth UNH Stock Holding History

Garda Capital 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 		– Sell
-865
Closed -$440K – 576
2023
Q4 		$455K Sell
865
-168
-16% -$89.6K 0.04% 366
2023
Q3 		$521K Sell
1,033
-238
-19% -$117K 0.02% 527
2023
Q2 		$611K Buy
1,271
+380
+43% +$186K 0.03% 287
2023
Q1 		$421K Sell
891
-2,114
-70% -$1.02M 0.02% 286
2022
Q4 		$1.59M Buy
+3,005
New +$1.59M 0.09% 257

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Garda Capital Partners's UNH Position: Q1 2024 in Review

Garda Capital Partners sold out of UnitedHealth (UNH) in Q1 2024, closing a stake of 865 shares — an estimated $440K sold.

Garda Capital Partners first reported a position in UNH in Q4 2022 and held it in 5 quarters. The position peaked at $1.59M in Q4 2022. 3,374 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

  • Garda Capital Partners reported no remaining UnitedHealth position as of Q1 2024 after selling out during the quarter.
  • Garda Capital Partners sold 865 UnitedHealth shares in Q1 2024, an estimated $440K.
  • Garda Capital Partners first reported a position in UnitedHealth in Q4 2022 and held it in 5 quarters.
  • Garda Capital Partners's UnitedHealth position peaked at $1.59M in Q4 2022.
  • 3,374 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Garda Capital Partners's 13F filing for Q1 2024, filed 14 May 2024.