Marvin & Palmer Associates’s UnitedHealth UNH Stock Holding History

Marvin & Palmer Associates’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 Q1	–	Sell	-4,550	Closed	-$2.4M	–	34
2023 Q4	$2.4M	Buy	+4,550	New	+$2.43M	2.67%	24
2023 Q1	–	Sell	-16,114	Closed	-$8.54M	–	36
2022 Q4	$8.54M	Sell	16,114 -3,436	-18%	-$1.82M	4.5%	11
2022 Q3	$9.87M	Sell	19,550 -923	-5%	-$485K	6.06%	3
2022 Q2	$10.5M	Sell	20,473 -550	-3%	-$276K	5.41%	2
2022 Q1	$10.7M	Buy	+21,023	New	+$10.1M	4.83%	7
2019 Q1	–	Sell	-19,511	Closed	-$4.86M	–	34
2018 Q4	$4.86M	Buy	19,511 +3,413	+21%	+$902K	4.19%	12
2018 Q3	$4.28M	Buy	16,098 +1,720	+12%	+$447K	3.25%	19
2018 Q2	$3.53M	Hold	14,378	–	–	3.47%	20
2018 Q1	$3.08M	Buy	14,378 +1,674	+13%	+$382K	2.82%	22
2017 Q4	$2.8M	Buy	12,704 +1,328	+12%	+$281K	2.9%	22
2017 Q3	$2.23M	Sell	11,376 -8,824	-44%	-$1.7M	2.74%	22
2017 Q2	$3.75M	Sell	20,200 -200	-1%	-$35.1K	2.84%	21
2017 Q1	$3.35M	Buy	20,400 +5,190	+34%	+$850K	2.43%	23
2016 Q4	$2.43M	Buy	+15,210	New	+$2.27M	2.08%	21

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

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

Marvin & Palmer Associates's UNH Position: Q1 2024 in Review

Marvin & Palmer Associates sold out of UnitedHealth (UNH) in Q1 2024, closing a stake of 4,550 shares — an estimated $2.4M sold.

Marvin & Palmer Associates first reported a position in UNH in Q4 2016 and held it in 14 quarters. The position peaked at $10.7M in Q1 2022. 3,375 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

Marvin & Palmer Associates reported no remaining UnitedHealth position as of Q1 2024 after selling out during the quarter.
Marvin & Palmer Associates sold 4,550 UnitedHealth shares in Q1 2024, an estimated $2.4M.
Marvin & Palmer Associates first reported a position in UnitedHealth in Q4 2016 and held it in 14 quarters.
Marvin & Palmer Associates's UnitedHealth position peaked at $10.7M in Q1 2022.
3,375 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Marvin & Palmer Associates's 13F filing for Q1 2024, filed 13 May 2024.