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
2021 Q4	–	Sell	-1,200	Closed	-$14K	–	128
2021 Q3	$14K	Buy	+1,200	New	+$497K	0.01%	116
2019 Q3	–	Sell	-3,516	Closed	-$2K	–	135
2019 Q2	$2K	Hold	3,516	–	–	﹤0.01%	123
2019 Q1	$32K	Sell	3,516 -503,584	-99%	-$128M	0.01%	116
2018 Q4	$11K	Buy	+507,100	New	+$134M	﹤0.01%	158
2018 Q2	–	Sell	-5,000	Closed	-$10K	–	128
2018 Q1	$10K	Buy	+5,000	New	+$1.14M	﹤0.01%	108

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.