Jag Capital Management’s UnitedHealth UNH Stock Holding History

Jag Capital 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 Q1	–	Sell	-1,509	Closed	-$794K	–	151
2023 Q4	$794K	Sell	1,509 -3,287	-69%	-$1.75M	0.12%	68
2023 Q3	$2.42M	Buy	4,796 +950	+25%	+$468K	0.29%	59
2023 Q2	$1.85M	Sell	3,846 -2,271	-37%	-$1.11M	0.21%	79
2023 Q1	$2.89M	Sell	6,117 -19,008	-76%	-$9.17M	0.37%	56
2022 Q4	$13.3M	Sell	25,125 -65	-0.3%	-$34.4K	1.93%	18
2022 Q3	$12.7M	Sell	25,190 -2,228	-8%	-$1.17M	1.78%	18
2022 Q2	$14.1M	Buy	27,418 +26,840	+4,644%	+$13.5M	1.74%	17
2022 Q1	$215K	Sell	578 -208	-26%	-$100K	0.02%	199
2021 Q4	$395K	Hold	786	–	–	0.03%	164
2021 Q3	$307K	Hold	786	–	–	0.02%	188
2021 Q2	$315K	Buy	786 +8	+1%	+$3.19K	0.02%	194
2021 Q1	$289K	Hold	778	–	–	0.03%	192
2020 Q4	$273K	Buy	778 +34	+5%	+$11.4K	0.02%	180
2020 Q3	$232K	Hold	744	–	–	0.02%	165
2020 Q2	$219K	Buy	+744	New	+$213K	0.03%	157
2020 Q1	–	Sell	-759	Closed	-$223K	–	199
2019 Q4	$223K	Buy	+759	New	+$199K	0.03%	186
2019 Q1	–	Sell	-27,694	Closed	-$6.9M	–	109
2018 Q4	$6.9M	Buy	+27,694	New	+$7.32M	1.41%	34

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jag Capital Management's UNH Position: Q1 2024 in Review

Jag Capital Management sold out of UnitedHealth (UNH) in Q1 2024, closing a stake of 1,509 shares — an estimated $794K sold.

Jag Capital Management first reported a position in UNH in Q4 2018 and held it in 17 quarters. The position peaked at $14.1M in Q2 2022. 3,374 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

Jag Capital Management reported no remaining UnitedHealth position as of Q1 2024 after selling out during the quarter.
Jag Capital Management sold 1,509 UnitedHealth shares in Q1 2024, an estimated $794K.
Jag Capital Management first reported a position in UnitedHealth in Q4 2018 and held it in 17 quarters.
Jag Capital Management's UnitedHealth position peaked at $14.1M in Q2 2022.
3,374 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Jag Capital Management's 13F filing for Q1 2024, filed 1 May 2024.