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Merrion Investment Management’s UnitedHealth UNH Stock Holding History

Merrion Investment 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
2024
Q2 		– Sell
-611
Closed -$302K – 100
2024
Q1 		$302K Hold
611
– – 0.22% 81
2023
Q4 		$322K Hold
611
– – 0.25% 71
2023
Q3 		$308K Hold
611
– – 0.27% 66
2023
Q2 		$294K Buy
611
+75
+14% +$36.7K 0.25% 75
2023
Q1 		$253K Hold
536
– – 0.24% 76
2022
Q4 		$284K Buy
+536
New +$284K 0.26% 68
2021
Q1 		– Sell
-11
Closed -$4K – 223
2020
Q4 		$4K Buy
+11
New +$3.69K ﹤0.01% 225

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

Merrion Investment Management's UNH Position: Q2 2024 in Review

Merrion Investment Management sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 611 shares — an estimated $302K sold.

Merrion Investment Management first reported a position in UNH in Q4 2020 and held it in 7 quarters. The position peaked at $322K in Q4 2023. 3,395 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

  • Merrion Investment Management reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
  • Merrion Investment Management sold 611 UnitedHealth shares in Q2 2024, an estimated $302K.
  • Merrion Investment Management first reported a position in UnitedHealth in Q4 2020 and held it in 7 quarters.
  • Merrion Investment Management's UnitedHealth position peaked at $322K in Q4 2023.
  • 3,395 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Merrion Investment Management's 13F filing for Q2 2024, filed 18 Jul 2024.