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Merlin Capital’s UnitedHealth UNH Stock Holding History

Merlin Capital’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
-748
Closed -$394K – 57
2023
Q4 		$394K Hold
748
– – 1.26% 47
2023
Q3 		$377K Buy
748
+8
+1% +$3.94K 1.41% 43
2023
Q2 		$356K Buy
740
+22
+3% +$10.8K 1.2% 44
2023
Q1 		$339K Hold
718
– – 1.23% 44
2022
Q4 		$381K Hold
718
– – 0.94% 54
2022
Q3 		$363K Sell
718
-175
-20% -$92K 0.84% 53
2022
Q2 		$459K Sell
893
-10
-1% -$5.02K 0.92% 47
2022
Q1 		$461K Sell
903
-289
-24% -$139K 0.61% 62
2021
Q4 		$599K Buy
+1,192
New +$540K 0.69% 52

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Merlin Capital's UNH Position: Q1 2024 in Review

Merlin Capital sold out of UnitedHealth (UNH) in Q1 2024, closing a stake of 748 shares — an estimated $394K sold.

Merlin Capital first reported a position in UNH in Q4 2021 and held it in 9 quarters. The position peaked at $599K in Q4 2021. 3,374 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

  • Merlin Capital reported no remaining UnitedHealth position as of Q1 2024 after selling out during the quarter.
  • Merlin Capital sold 748 UnitedHealth shares in Q1 2024, an estimated $394K.
  • Merlin Capital first reported a position in UnitedHealth in Q4 2021 and held it in 9 quarters.
  • Merlin Capital's UnitedHealth position peaked at $599K in Q4 2021.
  • 3,374 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Merlin Capital's 13F filing for Q1 2024, filed 13 May 2024.