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Mitchell Capital Management’s UnitedHealth UNH Stock Holding History

Mitchell 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
2024
Q2 		– Sell
-16,148
Closed -$7.99M – 133
2024
Q1 		$7.99M Sell
16,148
-289
-2% -$147K 1.53% 15
2023
Q4 		$8.65M Sell
16,437
-225
-1% -$120K 1.82% 9
2023
Q3 		$8.4M Buy
16,662
+52
+0.3% +$25.6K 1.99% 6
2023
Q2 		$7.98M Sell
16,610
-475
-3% -$232K 1.83% 6
2023
Q1 		$8.07M Buy
17,085
+5,304
+45% +$2.56M 2% 7
2022
Q4 		$6.25M Sell
11,781
-88
-0.7% -$46.6K 1.73% 10
2022
Q3 		$5.99M Buy
11,869
+78
+0.7% +$41K 1.7% 8
2022
Q2 		$6.06M Buy
11,791
+3,099
+36% +$1.56M 1.7% 11
2022
Q1 		$4.43M Buy
8,692
+629
+8% +$303K 0.99% 31
2021
Q4 		$4.05M Buy
8,063
+389
+5% +$176K 0.82% 36
2021
Q3 		$3M Sell
7,674
-30
-0.4% -$12.4K 0.67% 52
2021
Q2 		$3.08M Sell
7,704
-219
-3% -$87.3K 0.68% 50
2021
Q1 		$2.95M Sell
7,923
-2,275
-22% -$788K 0.72% 45
2020
Q4 		$3.58M Buy
10,198
+20
+0.2% +$6.7K 0.9% 37
2020
Q3 		$3.17M Sell
10,178
-117
-1% -$35.9K 0.92% 33
2020
Q2 		$3.04M Buy
10,295
+2,527
+33% +$724K 0.98% 31
2020
Q1 		$1.94M Sell
7,768
-204
-3% -$56.1K 0.76% 47
2019
Q4 		$2.34M Sell
7,972
-248
-3% -$64.9K 0.75% 48
2019
Q3 		$1.79M Sell
8,220
-690
-8% -$166K 0.6% 60
2019
Q2 		$2.17M Sell
8,910
-768
-8% -$185K 0.73% 45
2019
Q1 		$2.39M Buy
9,678
+463
+5% +$118K 0.85% 35
2018
Q4 		$2.3M Buy
+9,215
New +$2.43M 0.97% 30

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

Mitchell Capital Management's UNH Position: Q2 2024 in Review

Mitchell Capital Management sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 16,148 shares — an estimated $7.99M sold.

Mitchell Capital Management first reported a position in UNH in Q4 2018 and held it in 22 quarters. The position peaked at $8.65M in Q4 2023. 3,395 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

  • Mitchell Capital Management reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
  • Mitchell Capital Management sold 16,148 UnitedHealth shares in Q2 2024, an estimated $7.99M.
  • Mitchell Capital Management first reported a position in UnitedHealth in Q4 2018 and held it in 22 quarters.
  • Mitchell Capital Management's UnitedHealth position peaked at $8.65M in Q4 2023.
  • 3,395 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Mitchell Capital Management's 13F filing for Q2 2024, filed 8 Aug 2024.