HS
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HighVista Strategies’s UnitedHealth UNH Stock Holding History

HighVista Strategies’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
2023
Q4 		– Sell
-1,200
Closed -$605K – 148
2023
Q3 		$605K Buy
+1,200
New +$591K 0.28% 85
2019
Q3 		– Sell
-2,000
Closed -$488K – 155
2019
Q2 		$488K Sell
2,000
-500
-20% -$120K 0.25% 71
2019
Q1 		$618K Buy
2,500
+1,500
+150% +$383K 0.5% 51
2018
Q4 		$249K Sell
1,000
-700
-41% -$185K 0.22% 84
2018
Q3 		$452K Buy
1,700
+300
+21% +$78K 0.21% 87
2018
Q2 		$343K Sell
1,400
-200
-13% -$48K 0.15% 93
2018
Q1 		$342K Sell
1,600
-100
-6% -$22.8K 0.15% 105
2017
Q4 		$375K Sell
1,700
-800
-32% -$170K 0.1% 147
2017
Q3 		$490K Sell
2,500
-600
-19% -$116K 0.11% 135
2017
Q2 		$575K Buy
+3,100
New +$544K 0.13% 113
2015
Q4 		– Sell
-1,965
Closed -$228K – 233
2015
Q3 		$228K Buy
+1,965
New +$235K 0.04% 168
2015
Q2 		– Sell
-1,912
Closed -$226K – 186
2015
Q1 		$226K Sell
1,912
-1,030
-35% -$114K 0.04% 164
2014
Q4 		$297K Sell
2,942
-57,721
-95% -$5.47M 0.04% 128
2014
Q3 		$5.23M Sell
60,663
-4,055
-6% -$343K 0.7% 24
2014
Q2 		$5.29M Sell
64,718
-3,085
-5% -$243K 0.75% 39
2014
Q1 		$5.21M Sell
67,803
-80,491
-54% -$6.06M 0.7% 37
2013
Q4 		$11.2M Buy
148,294
+36,086
+32% +$2.59M 2.01% 12
2013
Q3 		$8.04M Buy
+112,208
New +$8.03M 1.58% 16

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighVista Strategies's UNH Position: Q4 2023 in Review

HighVista Strategies sold out of UnitedHealth (UNH) in Q4 2023, closing a stake of 1,200 shares — an estimated $605K sold.

HighVista Strategies first reported a position in UNH in Q3 2013 and held it in 18 quarters. The position peaked at $11.2M in Q4 2013. 3,417 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

  • HighVista Strategies reported no remaining UnitedHealth position as of Q4 2023 after selling out during the quarter.
  • HighVista Strategies sold 1,200 UnitedHealth shares in Q4 2023, an estimated $605K.
  • HighVista Strategies first reported a position in UnitedHealth in Q3 2013 and held it in 18 quarters.
  • HighVista Strategies's UnitedHealth position peaked at $11.2M in Q4 2013.
  • 3,417 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on HighVista Strategies's 13F filing for Q4 2023, filed 14 Feb 2024.