HITE Hedge Asset Management’s UnitedHealth UNH Stock Holding History

HITE Hedge Asset 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
2023 Q4	–	Sell	-550	Closed	-$277K	–	119
2023 Q3	$277K	Hold	550	–	–	0.03%	102
2023 Q2	$264K	Hold	550	–	–	0.03%	85
2023 Q1	$260K	Hold	550	–	–	0.02%	93
2022 Q4	$292K	Hold	550	–	–	0.02%	75
2022 Q3	$278K	Hold	550	–	–	0.02%	84
2022 Q2	$282K	Hold	550	–	–	0.03%	86
2022 Q1	$280K	Hold	550	–	–	0.03%	135
2021 Q4	$276K	Hold	550	–	–	0.03%	145
2021 Q3	$215K	Hold	550	–	–	0.03%	147
2021 Q2	$220K	Hold	550	–	–	0.03%	142
2021 Q1	$205K	Buy	+550	New	+$191K	0.03%	161

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

Morgan Stanley New York $1.66T AUM 25.57% 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

HITE Hedge Asset Management's UNH Position: Q4 2023 in Review

HITE Hedge Asset Management sold out of UnitedHealth (UNH) in Q4 2023, closing a stake of 550 shares — an estimated $277K sold.

HITE Hedge Asset Management first reported a position in UNH in Q1 2021 and held it in 11 quarters. The position peaked at $292K in Q4 2022. 3,411 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

HITE Hedge Asset Management reported no remaining UnitedHealth position as of Q4 2023 after selling out during the quarter.
HITE Hedge Asset Management sold 550 UnitedHealth shares in Q4 2023, an estimated $277K.
HITE Hedge Asset Management first reported a position in UnitedHealth in Q1 2021 and held it in 11 quarters.
HITE Hedge Asset Management's UnitedHealth position peaked at $292K in Q4 2022.
3,411 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on HITE Hedge Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.