IGM
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Incline Global Management’s UnitedHealth UNH Stock Holding History

Incline Global 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
Q3 		– Sell
-19,715
Closed -$10M – 29
2024
Q2 		$10M Sell
19,715
-10,311
-34% -$5.05M 4.14% 17
2024
Q1 		$14.9M Buy
+30,026
New +$15.3M 4.72% 15
2019
Q4 		– Sell
-118,509
Closed -$25.8M – 24
2019
Q3 		$25.8M Buy
118,509
+12,407
+12% +$2.99M 5.5% 11
2019
Q2 		$25.9M Buy
106,102
+83,391
+367% +$20.1M 5.33% 13
2019
Q1 		$5.62M Buy
+22,711
New +$5.79M 1.13% 21

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 $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Incline Global Management's UNH Position: Q3 2024 in Review

Incline Global Management sold out of UnitedHealth (UNH) in Q3 2024, closing a stake of 19,715 shares — an estimated $10M sold.

Incline Global Management first reported a position in UNH in Q1 2019 and held it in 5 quarters. The position peaked at $25.9M in Q2 2019. 3,468 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • Incline Global Management reported no remaining UnitedHealth position as of Q3 2024 after selling out during the quarter.
  • Incline Global Management sold 19,715 UnitedHealth shares in Q3 2024, an estimated $10M.
  • Incline Global Management first reported a position in UnitedHealth in Q1 2019 and held it in 5 quarters.
  • Incline Global Management's UnitedHealth position peaked at $25.9M in Q2 2019.
  • 3,468 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Incline Global Management's 13F filing for Q3 2024, filed 14 Nov 2024.