Mackay Shields LLC’s UnitedHealth UNH Stock Holding History

Mackay Shields LLC’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
2022 Q2	–	Sell	-135,367	Closed	-$69M	–	675
2022 Q1	$69M	Sell	135,367 -5,323	-4%	-$2.57M	0.61%	26
2021 Q4	$70.6M	Sell	140,690 -3,364	-2%	-$1.52M	0.59%	25
2021 Q3	$56.3M	Sell	144,054 -4,448	-3%	-$1.84M	0.53%	34
2021 Q2	$59.5M	Sell	148,502 -46,726	-24%	-$18.6M	0.56%	33
2021 Q1	$72.6M	Sell	195,228 -31,659	-14%	-$11M	0.53%	22
2020 Q4	$79.6M	Sell	226,887 -44,624	-16%	-$15M	0.55%	24
2020 Q3	$84.6M	Sell	271,511 -37,625	-12%	-$11.6M	0.57%	20
2020 Q2	$91.2M	Sell	309,136 -8,318	-3%	-$2.38M	0.73%	13
2020 Q1	$79.2M	Sell	317,454 -7,360	-2%	-$2.03M	0.73%	16
2019 Q4	$95.5M	Sell	324,814 -6,693	-2%	-$1.75M	0.66%	16
2019 Q3	$72M	Buy	331,507 +58,869	+22%	+$14.2M	0.44%	36
2019 Q2	$66.5M	Sell	272,638 -127,037	-32%	-$30.6M	0.45%	30
2019 Q1	$98.8M	Buy	399,675 +4,605	+1%	+$1.17M	0.72%	16
2018 Q4	$98.4M	Sell	395,070 -81,757	-17%	-$21.6M	0.8%	12
2018 Q3	$127M	Buy	476,827 +40,905	+9%	+$10.6M	0.97%	8
2018 Q2	$107M	Buy	435,922 +4,234	+1%	+$1.02M	0.74%	13
2018 Q1	$92.4M	Buy	+431,688	New	+$98.6M	0.58%	24

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Mackay Shields LLC's UNH Position: Q2 2022 in Review

Mackay Shields LLC sold out of UnitedHealth (UNH) in Q2 2022, closing a stake of 135,367 shares — an estimated $69M sold.

Mackay Shields LLC first reported a position in UNH in Q1 2018 and held it in 17 quarters. The position peaked at $127M in Q3 2018. 2,958 funds tracked by Wall St. Rank hold UNH as of Q2 2022.

Mackay Shields LLC reported no remaining UnitedHealth position as of Q2 2022 after selling out during the quarter.
Mackay Shields LLC sold 135,367 UnitedHealth shares in Q2 2022, an estimated $69M.
Mackay Shields LLC first reported a position in UnitedHealth in Q1 2018 and held it in 17 quarters.
Mackay Shields LLC's UnitedHealth position peaked at $127M in Q3 2018.
2,958 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2022.

Based on Mackay Shields LLC's 13F filing for Q2 2022, filed 3 Aug 2022.