Handelsinvest Investeringsforvaltning’s UnitedHealth UNH Stock Holding History

Handelsinvest Investeringsforvaltning’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	$2.35M	Sell	4,749 -411	-8%	-$209K	1.13%	12
2023 Q4	$2.72M	Sell	5,160 -1,181	-19%	-$630K	1.11%	8
2023 Q3	$3.2M	Sell	6,341 -65	-1%	-$32K	1.11%	39
2023 Q2	$3.08M	Buy	6,406 +841	+15%	+$411K	0.61%	50
2023 Q1	$2.63M	Sell	5,565 -2,865	-34%	-$1.38M	0.42%	61
2022 Q4	$4.47M	Sell	8,430 -1,317	-14%	-$698K	0.71%	56
2022 Q3	$4.92M	Sell	9,747 -242	-2%	-$127K	0.77%	47
2022 Q2	$5.13M	Sell	9,989 -4,372	-30%	-$2.2M	0.76%	48
2022 Q1	$7.32M	Sell	14,361 -500	-3%	-$241K	0.89%	40
2021 Q4	$7.46M	Buy	14,861 +3,000	+25%	+$1.36M	0.76%	50
2021 Q3	$4.63M	Sell	11,861 -1,200	-9%	-$497K	0.51%	77
2021 Q2	$5.23M	Sell	13,061 -800	-6%	-$319K	0.58%	69
2021 Q1	$5.16M	Buy	13,861 +10,800	+353%	+$3.74M	0.63%	61
2020 Q4	$1.07M	Sell	3,061 -400	-12%	-$134K	0.16%	102
2020 Q3	$1.08M	Sell	3,461 -300	-8%	-$92.2K	0.2%	99
2020 Q2	$1.11M	Buy	3,761 +150	+4%	+$43K	0.23%	86
2020 Q1	$901K	Hold	3,611	–	–	0.24%	85
2019 Q4	$1.06M	Sell	3,611 -279	-7%	-$73K	0.21%	80
2019 Q3	$845K	Hold	3,890	–	–	0.19%	88
2019 Q2	$949K	Sell	3,890 -329	-8%	-$79.1K	0.2%	80
2019 Q1	$1.04M	Sell	4,219 -1,695	-29%	-$432K	0.23%	71
2018 Q4	$1.47M	Hold	5,914	–	–	0.37%	59
2018 Q3	$1.57M	Sell	5,914 -849	-13%	-$221K	0.32%	58
2018 Q2	$1.66M	Sell	6,763 -650	-9%	-$156K	0.36%	55
2018 Q1	$1.59M	Sell	7,413 -2,000	-21%	-$457K	0.35%	53
2017 Q4	$2.08M	Buy	9,413 +1,400	+17%	+$297K	0.46%	51
2017 Q3	$1.57M	Sell	8,013 -800	-9%	-$155K	0.37%	55
2017 Q2	$1.63M	Sell	8,813 -7,987	-48%	-$1.4M	0.41%	53
2017 Q1	$2.75M	Buy	16,800 +2,400	+17%	+$393K	0.79%	47
2016 Q4	$2.31M	Buy	+14,400	New	+$2.15M	0.81%	53
2016 Q1	–	Sell	-9,900	Closed	-$1.17M	–	118
2015 Q4	$1.17M	Buy	+9,900	New	+$1.16M	0.41%	81

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Handelsinvest Investeringsforvaltning's UNH Position: Q1 2024 in Review

Handelsinvest Investeringsforvaltning reduced its UnitedHealth (UNH) stake by 8% in Q1 2024, selling an estimated $209K and leaving 4,749 shares worth $2.35M. The position accounts for 1.13% of the portfolio, ranked #12.

Handelsinvest Investeringsforvaltning first reported a position in UNH in Q4 2015 and has held it in 31 quarters since. The position peaked at $7.46M in Q4 2021. 3,377 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

Handelsinvest Investeringsforvaltning held 4,749 shares of UnitedHealth worth $2.35M as of Q1 2024.
Handelsinvest Investeringsforvaltning sold 411 UnitedHealth shares in Q1 2024, an estimated $209K.
UnitedHealth made up 1.13% of Handelsinvest Investeringsforvaltning's portfolio in Q1 2024, its #12 holding.
Handelsinvest Investeringsforvaltning first reported a position in UnitedHealth in Q4 2015 and has held it in 31 quarters since.
Handelsinvest Investeringsforvaltning's UnitedHealth position peaked at $7.46M in Q4 2021.
3,377 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Handelsinvest Investeringsforvaltning's 13F filing for Q1 2024, filed 19 Apr 2024.