HM
UNH icon

HealthCor Management’s UnitedHealth UNH Stock Holding History

HealthCor Management’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
2022
Q4 		– Sell
-62,980
Closed -$31.8M – 55
2022
Q3 		$31.8M Sell
62,980
-5,250
-8% -$2.76M 3.98% 7
2022
Q2 		$35M Sell
68,230
-4,350
-6% -$2.18M 3.52% 6
2022
Q1 		$37M Buy
72,580
+43,580
+150% +$21M 2.47% 19
2021
Q4 		$14.6M Buy
+29,000
New +$13.1M 0.79% 36
2021
Q1 		– Sell
-174,990
Closed -$61.4M – 100
2020
Q4 		$61.4M Sell
174,990
-336,380
-66% -$113M 2.37% 21
2020
Q3 		$159M Buy
511,370
+281,720
+123% +$86.5M 6.38% 2
2020
Q2 		$67.7M Buy
229,650
+58,820
+34% +$16.9M 2.84% 14
2020
Q1 		$42.6M Sell
170,830
-127,890
-43% -$35.2M 1.82% 20
2019
Q4 		$87.8M Sell
298,720
-94,810
-24% -$24.8M 3.13% 11
2019
Q3 		$85.5M Sell
393,530
-3,910
-1% -$943K 3.23% 11
2019
Q2 		$97M Sell
397,440
-159,120
-29% -$38.3M 3.76% 8
2019
Q1 		$138M Buy
556,560
+219,280
+65% +$55.9M 5.56% 2
2018
Q4 		$84M Sell
337,280
-11,240
-3% -$2.97M 2.63% 16
2018
Q3 		$92.7M Sell
348,520
-58,380
-14% -$15.2M 3.08% 13
2018
Q2 		$99.8M Sell
406,900
-213,580
-34% -$51.3M 3.17% 10
2018
Q1 		$133M Buy
620,480
+305,480
+97% +$69.8M 4.52% 7
2017
Q4 		$69.4M Sell
315,000
-67,990
-18% -$14.4M 2.26% 21
2017
Q3 		$75M Buy
382,990
+279,890
+271% +$54.1M 2.51% 14
2017
Q2 		$19.1M Sell
103,100
-71,900
-41% -$12.6M 0.69% 32
2017
Q1 		$28.7M Sell
175,000
-232,580
-57% -$38.1M 1.32% 22
2016
Q4 		$65.2M Buy
+407,580
New +$60.9M 3.69% 11
2016
Q1 		– Sell
-8,150
Closed -$959K – 50
2015
Q4 		$959K Buy
+8,150
New +$953K 0.06% 38
2015
Q2 		– Sell
-41,300
Closed -$4.88M – 73
2015
Q1 		$4.88M Buy
+41,300
New +$4.59M 0.23% 59
2014
Q3 		– Sell
-41,200
Closed -$3.37M – 60
2014
Q2 		$3.37M Buy
+41,200
New +$3.24M 0.17% 46

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HealthCor Management's UNH Position: Q4 2022 in Review

HealthCor Management sold out of UnitedHealth (UNH) in Q4 2022, closing a stake of 62,980 shares — an estimated $31.8M sold.

HealthCor Management first reported a position in UNH in Q2 2014 and held it in 24 quarters. The position peaked at $159M in Q3 2020. 3,157 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

  • HealthCor Management reported no remaining UnitedHealth position as of Q4 2022 after selling out during the quarter.
  • HealthCor Management sold 62,980 UnitedHealth shares in Q4 2022, an estimated $31.8M.
  • HealthCor Management first reported a position in UnitedHealth in Q2 2014 and held it in 24 quarters.
  • HealthCor Management's UnitedHealth position peaked at $159M in Q3 2020.
  • 3,157 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on HealthCor Management's 13F filing for Q4 2022, filed 15 Feb 2023.