Jackson Square Capital’s UnitedHealth UNH Stock Holding History

Jackson Square Capital’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 Q1	–	Sell	-7,213	Closed	-$3.82M	–	129
2022 Q4	$3.82M	Sell	7,213 -444	-6%	-$235K	1.8%	17
2022 Q3	$3.87M	Sell	7,657 -273	-3%	-$144K	1.89%	17
2022 Q2	$4.07M	Buy	+7,930	New	+$3.98M	1.72%	17
2020 Q4	–	Sell	-248	Closed	-$77K	–	318
2020 Q3	$77K	Sell	248 -929	-79%	-$285K	0.03%	167
2020 Q2	$347K	Buy	+1,177	New	+$337K	0.18%	85

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Jackson Square Capital's UNH Position: Q1 2023 in Review

Jackson Square Capital sold out of UnitedHealth (UNH) in Q1 2023, closing a stake of 7,213 shares — an estimated $3.82M sold.

Jackson Square Capital first reported a position in UNH in Q2 2020 and held it in 5 quarters. The position peaked at $4.07M in Q2 2022. 3,109 funds tracked by Wall St. Rank hold UNH as of Q1 2023.

Jackson Square Capital reported no remaining UnitedHealth position as of Q1 2023 after selling out during the quarter.
Jackson Square Capital sold 7,213 UnitedHealth shares in Q1 2023, an estimated $3.82M.
Jackson Square Capital first reported a position in UnitedHealth in Q2 2020 and held it in 5 quarters.
Jackson Square Capital's UnitedHealth position peaked at $4.07M in Q2 2022.
3,109 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2023.

Based on Jackson Square Capital's 13F filing for Q1 2023, filed 21 Apr 2023.