Gratus Capital’s UnitedHealth UNH Stock Holding History

Gratus Capital’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	$3.62M	Sell	7,115 -1,006	-12%	-$493K	0.15%	108
2024 Q1	$4.02M	Sell	8,121 -3,213	-28%	-$1.63M	0.18%	99
2023 Q4	$5.97M	Buy	11,334 +4,474	+65%	+$2.39M	0.34%	82
2023 Q3	$3.46M	Buy	6,860 +193	+3%	+$95K	0.23%	87
2023 Q2	$3.2M	Sell	6,667 -135	-2%	-$66K	0.22%	83
2023 Q1	$3.21M	Sell	6,802 -2,823	-29%	-$1.36M	0.25%	79
2022 Q4	$5.1M	Buy	9,625 +2,988	+45%	+$1.58M	0.42%	69
2022 Q3	$3.35M	Buy	6,637 +4,693	+241%	+$2.47M	0.35%	69
2022 Q2	$998K	Buy	+1,944	New	+$976K	0.11%	105

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

Gratus Capital's UNH Position: Q2 2024 in Review

Gratus Capital reduced its UnitedHealth (UNH) stake by 12% in Q2 2024, selling an estimated $493K and leaving 7,115 shares worth $3.62M. The position accounts for 0.15% of the portfolio, ranked #108.

Gratus Capital first reported a position in UNH in Q2 2022 and has held it in 9 quarters since. The position peaked at $5.97M in Q4 2023. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

Gratus Capital held 7,115 shares of UnitedHealth worth $3.62M as of Q2 2024.
Gratus Capital sold 1,006 UnitedHealth shares in Q2 2024, an estimated $493K.
UnitedHealth made up 0.15% of Gratus Capital's portfolio in Q2 2024, its #108 holding.
Gratus Capital first reported a position in UnitedHealth in Q2 2022 and has held it in 9 quarters since.
Gratus Capital's UnitedHealth position peaked at $5.97M in Q4 2023.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.