Gates Foundation Trust’s UnitedHealth UNH Stock Holding History

Gates Foundation Trust’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	-5,665	Closed	-$2.86M	–	71
2023 Q3	$2.86M	Buy	+5,665	New	+$2.79M	0.01%	48

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

Gates Foundation Trust's UNH Position: Q4 2023 in Review

Gates Foundation Trust sold out of UnitedHealth (UNH) in Q4 2023, closing a stake of 5,665 shares — an estimated $2.86M sold.

Gates Foundation Trust first reported a position in UNH in Q3 2023 and held it in 1 quarter. The position peaked at $2.86M in Q3 2023. 3,411 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

Gates Foundation Trust reported no remaining UnitedHealth position as of Q4 2023 after selling out during the quarter.
Gates Foundation Trust sold 5,665 UnitedHealth shares in Q4 2023, an estimated $2.86M.
Gates Foundation Trust first reported a position in UnitedHealth in Q3 2023 and held it in 1 quarter.
Gates Foundation Trust's UnitedHealth position peaked at $2.86M in Q3 2023.
3,411 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on Gates Foundation Trust's 13F filing for Q4 2023, filed 14 Feb 2024.