Highlander Capital Management’s UnitedHealth UNH Stock Holding History

Highlander Capital 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
2024 Q1	$12.8M	Hold	25,840	–	–	4.37%	3
2023 Q4	$13.6M	Hold	25,840	–	–	4.85%	1
2023 Q3	$13M	Hold	25,840	–	–	5.12%	1
2023 Q2	$12.4M	Buy	25,840 +300	+1%	+$147K	5.76%	1
2023 Q1	$12.1M	Buy	25,540 +200	+0.8%	+$96.5K	5.91%	1
2022 Q4	$13.4M	Hold	25,340	–	–	7.03%	1
2022 Q3	$12.8M	Buy	25,340 +200	+0.8%	+$105K	7.35%	1
2022 Q2	$12.9M	Buy	25,140 +200	+0.8%	+$100K	6.95%	1
2022 Q1	$12.7M	Buy	24,940 +500	+2%	+$241K	5.95%	1
2021 Q4	$12.3M	Hold	24,440	–	–	5.68%	1
2021 Q3	$9.55M	Hold	24,440	–	–	4.84%	1
2021 Q2	$9.79M	Hold	24,440	–	–	4.89%	1
2021 Q1	$9.09M	Hold	24,440	–	–	4.76%	1
2020 Q4	$8.57M	Hold	24,440	–	–	4.79%	2
2020 Q3	$7.62M	Hold	24,440	–	–	4.62%	2
2020 Q2	$7.21M	Hold	24,440	–	–	4.55%	1
2020 Q1	$6.09M	Hold	24,440	–	–	4.38%	1
2019 Q4	$7.18M	Hold	24,440	–	–	4.14%	1
2019 Q3	$5.31M	Hold	24,440	–	–	3.27%	2
2019 Q2	$5.96M	Hold	24,440	–	–	3.62%	1
2019 Q1	$6.04M	Hold	24,440	–	–	3.74%	1
2018 Q4	$5.95M	Buy	24,440 +1,140	+5%	+$301K	3.91%	1
2018 Q3	$6.2M	Hold	23,300	–	–	3.45%	1
2018 Q2	$5.72M	Hold	23,300	–	–	3.22%	1
2018 Q1	$4.95M	Buy	23,300 +22,800	+4,560%	+$5.21M	2.95%	2
2017 Q4	$110K	Hold	500	–	–	0.08%	241
2017 Q3	$98K	Buy	+500	New	+$96.6K	0.08%	257

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

Highlander Capital Management's UNH Position: Q1 2024 in Review

Highlander Capital Management held its UnitedHealth (UNH) position steady in Q1 2024 at 25,840 shares worth $12.8M. The position accounts for 4.37% of the portfolio, ranked #3.

Highlander Capital Management first reported a position in UNH in Q3 2017 and has held it in 27 quarters since. The position peaked at $13.6M in Q4 2023. 3,375 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

Highlander Capital Management held 25,840 shares of UnitedHealth worth $12.8M as of Q1 2024.
Highlander Capital Management left its UnitedHealth share count unchanged in Q1 2024.
UnitedHealth made up 4.37% of Highlander Capital Management's portfolio in Q1 2024, its #3 holding.
Highlander Capital Management first reported a position in UnitedHealth in Q3 2017 and has held it in 27 quarters since.
Highlander Capital Management's UnitedHealth position peaked at $13.6M in Q4 2023.
3,375 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Highlander Capital Management's 13F filing for Q1 2024, filed 20 May 2024.