JS Capital Management’s UnitedHealth UNH Stock Holding History

JS 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	-41,000	Closed	-$21.6M	–	25
2023 Q4	$21.6M	Buy	41,000 +6,000	+17%	+$3.2M	2.58%	16
2023 Q3	$17.6M	Buy	35,000 +25,000	+250%	+$12.3M	2.41%	16
2023 Q2	$4.81M	Buy	+10,000	New	+$4.89M	0.63%	26
2021 Q2	–	Sell	-1,100	Closed	-$409K	–	113
2021 Q1	$409K	Buy	+1,100	New	+$381K	0.02%	99
2018 Q2	–	Sell	-33,000	Closed	-$7.06M	–	31
2018 Q1	$7.06M	Buy	33,000 +3,000	+10%	+$685K	2.57%	16
2017 Q4	$6.61M	Buy	+30,000	New	+$6.36M	3.2%	14

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

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

JS Capital Management sold out of UnitedHealth (UNH) in Q1 2024, closing a stake of 41,000 shares — an estimated $21.6M sold.

JS Capital Management first reported a position in UNH in Q4 2017 and held it in 6 quarters. The position peaked at $21.6M in Q4 2023. 3,375 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

JS Capital Management reported no remaining UnitedHealth position as of Q1 2024 after selling out during the quarter.
JS Capital Management sold 41,000 UnitedHealth shares in Q1 2024, an estimated $21.6M.
JS Capital Management first reported a position in UnitedHealth in Q4 2017 and held it in 6 quarters.
JS Capital Management's UnitedHealth position peaked at $21.6M in Q4 2023.
3,375 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on JS Capital Management's 13F filing for Q1 2024, filed 15 May 2024.