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Marathon Capital Management’s UnitedHealth UNH Stock Holding History

Marathon 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
2021
Q4 		– Sell
-841
Closed -$329K – 221
2021
Q3 		$329K Buy
+841
New +$348K 0.07% 145

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Marathon Capital Management's UNH Position: Q4 2021 in Review

Marathon Capital Management sold out of UnitedHealth (UNH) in Q4 2021, closing a stake of 841 shares — an estimated $329K sold.

Marathon Capital Management first reported a position in UNH in Q3 2021 and held it in 1 quarter. The position peaked at $329K in Q3 2021. 2,903 funds tracked by Wall St. Rank hold UNH as of Q4 2021.

  • Marathon Capital Management reported no remaining UnitedHealth position as of Q4 2021 after selling out during the quarter.
  • Marathon Capital Management sold 841 UnitedHealth shares in Q4 2021, an estimated $329K.
  • Marathon Capital Management first reported a position in UnitedHealth in Q3 2021 and held it in 1 quarter.
  • Marathon Capital Management's UnitedHealth position peaked at $329K in Q3 2021.
  • 2,903 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2021.

Based on Marathon Capital Management's 13F filing for Q4 2021, filed 9 Feb 2022.