Hirtle Callaghan & Co’s UnitedHealth UNH Stock Holding History

Hirtle Callaghan & Co’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 Q2	–	Sell	-647	Closed	-$306K	–	87
2023 Q1	$306K	Sell	647 -1,145	-64%	-$553K	0.02%	73
2022 Q4	$950K	Sell	1,792 -397	-18%	-$210K	0.06%	73
2022 Q3	$1.11M	Buy	2,189 +799	+57%	+$420K	0.08%	66
2022 Q2	$714K	Sell	1,390 -46	-3%	-$23.1K	0.04%	72
2022 Q1	$732K	Buy	1,436 +480	+50%	+$232K	0.04%	72
2021 Q4	$480K	Buy	+956	New	+$433K	0.02%	65
2016 Q1	–	Sell	-1,681	Closed	-$198K	–	184
2015 Q4	$198K	Buy	1,681 +931	+124%	+$109K	0.05%	58
2015 Q3	$87K	Hold	750	–	–	0.01%	135
2015 Q2	$92K	Buy	+750	New	+$88.7K	0.03%	141
2015 Q1	–	Sell	-736	Closed	-$74K	–	347
2014 Q4	$74K	Hold	736	–	–	0.02%	258
2014 Q3	$63K	Sell	736 -1,800	-71%	-$152K	0.01%	282
2014 Q2	$207K	Buy	2,536 +1,800	+245%	+$142K	0.03%	237
2014 Q1	$60K	Sell	736 -12,300	-94%	-$926K	0.01%	327
2013 Q4	$982K	Buy	13,036 +386	+3%	+$27.7K	0.13%	82
2013 Q3	$906K	Buy	+12,650	New	+$905K	0.15%	83

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

Hirtle Callaghan & Co's UNH Position: Q2 2023 in Review

Hirtle Callaghan & Co sold out of UnitedHealth (UNH) in Q2 2023, closing a stake of 647 shares — an estimated $306K sold.

Hirtle Callaghan & Co first reported a position in UNH in Q3 2013 and held it in 15 quarters. The position peaked at $1.11M in Q3 2022. 3,128 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

Hirtle Callaghan & Co reported no remaining UnitedHealth position as of Q2 2023 after selling out during the quarter.
Hirtle Callaghan & Co sold 647 UnitedHealth shares in Q2 2023, an estimated $306K.
Hirtle Callaghan & Co first reported a position in UnitedHealth in Q3 2013 and held it in 15 quarters.
Hirtle Callaghan & Co's UnitedHealth position peaked at $1.11M in Q3 2022.
3,128 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on Hirtle Callaghan & Co's 13F filing for Q2 2023, filed 10 Aug 2023.