M&G Investment Management’s UnitedHealth UNH Stock Holding History

M&G Investment 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
2023 Q4	$232M	Buy	441,984 +25,608	+6%	+$13.7M	0.82%	15
2023 Q3	$210M	Buy	416,376 +2,997	+0.7%	+$1.47M	0.94%	13
2023 Q2	$199M	Sell	413,379 -32,273	-7%	-$15.8M	0.8%	19
2023 Q1	$211M	Buy	445,652 +43,340	+11%	+$20.9M	1%	14
2022 Q4	$213M	Sell	402,312 -11,454	-3%	-$6.07M	1.06%	14
2022 Q3	$209K	Sell	413,766 -18,344	-4%	-$9.65M	1.21%	12
2022 Q2	$222K	Buy	432,110 +3,711	+0.9%	+$1.86M	1.31%	14
2022 Q1	$218K	Sell	428,399 -13,306	-3%	-$6.42M	0.43%	14
2021 Q4	$222K	Sell	441,705 -44,593	-9%	-$20.2M	0.57%	12
2021 Q3	$190K	Sell	486,298 -128,560	-21%	-$53.2M	0.45%	18
2021 Q2	$246K	Buy	614,858 +7,083	+1%	+$2.82M	0.61%	11
2021 Q1	$226K	Sell	607,775 -73,827	-11%	-$25.6M	0.71%	10
2020 Q4	$239K	Sell	681,602 -7,363	-1%	-$2.47M	1.49%	10
2020 Q3	$215M	Sell	688,965 -53,259	-7%	-$16.4M	2.14%	6
2020 Q2	$219M	Sell	742,224 -22,208	-3%	-$6.36M	2.32%	5
2020 Q1	$190M	Sell	764,432 -24,023	-3%	-$6.61M	2.31%	4
2019 Q4	$232M	Buy	+788,455	New	+$206M	2.05%	10

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

M&G Investment Management's UNH Position: Q4 2023 in Review

M&G Investment Management increased its UnitedHealth (UNH) stake by 6.2% in Q4 2023, buying an estimated $13.7M and bringing the position to 441,984 shares worth $232M. The position accounts for 0.82% of the portfolio, ranked #15.

M&G Investment Management first reported a position in UNH in Q4 2019 and has held it in 17 quarters since. 3,411 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

M&G Investment Management held 441,984 shares of UnitedHealth worth $232M as of Q4 2023.
M&G Investment Management bought 25,608 UnitedHealth shares in Q4 2023, an estimated $13.7M.
UnitedHealth made up 0.82% of M&G Investment Management's portfolio in Q4 2023, its #15 holding.
M&G Investment Management first reported a position in UnitedHealth in Q4 2019 and has held it in 17 quarters since.
3,411 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on M&G Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.