HP
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Hyperion Partners’s UnitedHealth UNH Stock Holding History

Hyperion Partners’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
Q3 		$629K Sell
1,075
-12
-1% -$6.79K 0.4% 27
2024
Q2 		$554K Buy
1,087
+8
+0.7% +$3.92K 0.4% 29
2024
Q1 		$534K Sell
1,079
-28
-3% -$14.2K 0.39% 31
2023
Q4 		$583K Sell
1,107
-30
-3% -$16K 0.46% 27
2023
Q3 		$573K Hold
1,137
– – 0.49% 26
2023
Q2 		$546K Hold
1,137
– – 0.46% 26
2023
Q1 		$537K Buy
1,137
+36
+3% +$17.4K 0.48% 27
2022
Q4 		$584K Buy
+1,101
New +$583K 0.56% 25

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hyperion Partners's UNH Position: Q3 2024 in Review

Hyperion Partners reduced its UnitedHealth (UNH) stake by 1.1% in Q3 2024, selling an estimated $6.79K and leaving 1,075 shares worth $629K. The position accounts for 0.4% of the portfolio, ranked #27.

Hyperion Partners first reported a position in UNH in Q4 2022 and has held it in 8 quarters since. 3,471 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • Hyperion Partners held 1,075 shares of UnitedHealth worth $629K as of Q3 2024.
  • Hyperion Partners sold 12 UnitedHealth shares in Q3 2024, an estimated $6.79K.
  • UnitedHealth made up 0.4% of Hyperion Partners's portfolio in Q3 2024, its #27 holding.
  • Hyperion Partners first reported a position in UnitedHealth in Q4 2022 and has held it in 8 quarters since.
  • 3,471 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Hyperion Partners's 13F filing for Q3 2024, filed 9 Oct 2024.