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Gyroscope Capital Management Group’s UnitedHealth UNH Stock Holding History

Gyroscope Capital Management Group’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
2019
Q1 		– Sell
-2,110,000
Closed -$193K – 181
2018
Q4 		$193K Buy
+2,110,000
New +$557M 0.07% 139

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gyroscope Capital Management Group's UNH Position: Q3 2023 in Review

Gyroscope Capital Management Group increased its UnitedHealth (UNH) stake by 38% in Q3 2023, buying an estimated $802K and bringing the position to 5,893 shares worth $2.97M. The position accounts for 0.68% of the portfolio, ranked #41.

Gyroscope Capital Management Group first reported a position in UNH in Q4 2014 and has held it in 36 quarters since. The position peaked at $11.4M in Q4 2019. 3,137 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

  • Gyroscope Capital Management Group held 5,893 shares of UnitedHealth worth $2.97M as of Q3 2023.
  • Gyroscope Capital Management Group bought 1,630 UnitedHealth shares in Q3 2023, an estimated $802K.
  • UnitedHealth made up 0.68% of Gyroscope Capital Management Group's portfolio in Q3 2023, its #41 holding.
  • Gyroscope Capital Management Group first reported a position in UnitedHealth in Q4 2014 and has held it in 36 quarters since.
  • Gyroscope Capital Management Group's UnitedHealth position peaked at $11.4M in Q4 2019.
  • 3,137 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.