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Makena Capital Management’s UnitedHealth UNH Stock Holding History

Makena 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
2023
Q4 		– Sell
-34,788
Closed -$17.5M – 54
2023
Q3 		$17.5M Buy
34,788
+2,468
+8% +$1.21M 3.75% 5
2023
Q2 		$15.5M Buy
32,320
+126
+0.4% +$61.6K 2.97% 4
2023
Q1 		$15.2M Buy
32,194
+10,783
+50% +$5.2M 2.88% 6
2022
Q4 		$11.4M Sell
21,411
-4,892
-19% -$2.59M 2.13% 14
2022
Q3 		$13.3M Sell
26,303
-9,570
-27% -$5.03M 2.21% 8
2022
Q2 		$18.4M Sell
35,873
-2,649
-7% -$1.33M 3.01% 3
2022
Q1 		$19.6M Sell
38,522
-4,213
-10% -$2.03M 2.38% 9
2021
Q4 		$21.5M Buy
42,735
+1,028
+2% +$465K 2.43% 8
2021
Q3 		$16.3M Buy
41,707
+6,332
+18% +$2.62M 2.75% 11
2021
Q2 		$14.2M Buy
35,375
+1,986
+6% +$792K 2.09% 12
2021
Q1 		$12.4M Buy
33,389
+16,885
+102% +$5.85M 1.97% 8
2020
Q4 		$5.79M Buy
16,504
+4,291
+35% +$1.44M 3.21% 6
2020
Q3 		$3.81M Hold
12,213
– – 2.23% 18
2020
Q2 		$3.6M Buy
12,213
+7,355
+151% +$2.11M 2.2% 20
2020
Q1 		$1.21M Buy
+4,858
New +$1.34M 1.17% 35

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Makena Capital Management's UNH Position: Q4 2023 in Review

Makena Capital Management sold out of UnitedHealth (UNH) in Q4 2023, closing a stake of 34,788 shares — an estimated $17.5M sold.

Makena Capital Management first reported a position in UNH in Q1 2020 and held it in 15 quarters. The position peaked at $21.5M in Q4 2021. 3,411 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

  • Makena Capital Management reported no remaining UnitedHealth position as of Q4 2023 after selling out during the quarter.
  • Makena Capital Management sold 34,788 UnitedHealth shares in Q4 2023, an estimated $17.5M.
  • Makena Capital Management first reported a position in UnitedHealth in Q1 2020 and held it in 15 quarters.
  • Makena Capital Management's UnitedHealth position peaked at $21.5M in Q4 2021.
  • 3,411 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on Makena Capital Management's 13F filing for Q4 2023, filed 12 Feb 2024.