La Financiere de L'Echiquier’s UnitedHealth UNH Stock Holding History

La Financiere de L'Echiquier’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 Q2	$631K	Sell	1,240 -316	-20%	-$155K	0.03%	86
2024 Q1	$770K	Buy	1,556 +166	+12%	+$84.4K	0.03%	77
2023 Q4	$732K	Sell	1,390 -950	-41%	-$507K	0.03%	79
2023 Q3	$1.18M	Sell	2,340 -450	-16%	-$221K	0.06%	75
2023 Q2	$1.34M	Sell	2,790 -176,613	-98%	-$86.4M	0.07%	73
2023 Q1	$84.8M	Buy	179,403 +42,561	+31%	+$20.5M	4.45%	5
2022 Q4	$72.6M	Buy	136,842 +35,656	+35%	+$18.9M	4.58%	5
2022 Q3	$51.1M	Buy	101,186 +97,904	+2,983%	+$51.5M	3.24%	6
2022 Q2	$1.69M	Buy	+3,282	New	+$1.65M	0.1%	70

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

La Financiere de L'Echiquier's UNH Position: Q2 2024 in Review

La Financiere de L'Echiquier reduced its UnitedHealth (UNH) stake by 20% in Q2 2024, selling an estimated $155K and leaving 1,240 shares worth $631K. The position accounts for 0.03% of the portfolio, ranked #86.

La Financiere de L'Echiquier first reported a position in UNH in Q2 2022 and has held it in 9 quarters since. The position peaked at $84.8M in Q1 2023. 3,397 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

La Financiere de L'Echiquier held 1,240 shares of UnitedHealth worth $631K as of Q2 2024.
La Financiere de L'Echiquier sold 316 UnitedHealth shares in Q2 2024, an estimated $155K.
UnitedHealth made up 0.03% of La Financiere de L'Echiquier's portfolio in Q2 2024, its #86 holding.
La Financiere de L'Echiquier first reported a position in UnitedHealth in Q2 2022 and has held it in 9 quarters since.
La Financiere de L'Echiquier's UnitedHealth position peaked at $84.8M in Q1 2023.
3,397 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on La Financiere de L'Echiquier's 13F filing for Q2 2024, filed 18 Jul 2024.