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Morgens Waterfall Vintiadis & Co’s UnitedHealth UNH Stock Holding History

Morgens Waterfall Vintiadis & Co’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
2023
Q2 		– Sell
-197,000
Closed -$2.97M – 44
2023
Q1 		$2.97M Buy
197,000
+193,500
+5,529% +$93.4M 2.44% 20
2022
Q4 		$1.86M Hold
3,500
– – 1.61% 27
2022
Q3 		$1.77M Hold
3,500
– – 1.94% 19
2022
Q2 		$1.8M Hold
3,500
– – 1.69% 25
2022
Q1 		$1.78M Sell
3,500
-3,500
-50% -$1.69M 1.12% 22
2021
Q4 		$3.52M Hold
7,000
– – 1.89% 21
2021
Q3 		$2.74M Hold
7,000
– – 1.41% 24
2021
Q2 		$2.8M Sell
7,000
-1,600
-19% -$638K 1.43% 24
2021
Q1 		$3.2M Sell
8,600
-2,400
-22% -$832K 1.78% 23
2020
Q4 		$3.86M Hold
11,000
– – 2.09% 22
2020
Q3 		$3.43M Hold
11,000
– – 1.96% 23
2020
Q2 		$3.24M Buy
11,000
+4,100
+59% +$1.17M 2.08% 22
2020
Q1 		$1.72M Hold
6,900
– – 1.61% 24
2019
Q4 		$2.03M Buy
6,900
+1,500
+28% +$392K 1.38% 29
2019
Q3 		$1.17M Hold
5,400
– – 0.9% 34
2019
Q2 		$1.32M Sell
5,400
-1,600
-23% -$385K 0.91% 34
2019
Q1 		$1.73M Sell
7,000
-3,000
-30% -$765K 1.24% 32
2018
Q4 		$2.49M Sell
10,000
-100
-1% -$26.4K 2.22% 26
2018
Q3 		$2.69M Buy
10,100
+1,388
+16% +$361K 1.76% 26
2018
Q2 		$2.14M Sell
8,712
-2,000
-19% -$480K 1.51% 24
2018
Q1 		$2.29M Sell
10,712
-4,200
-28% -$959K 1.74% 23
2017
Q4 		$3.29M Buy
14,912
+3,812
+34% +$808K 2.59% 20
2017
Q3 		$2.17M Hold
11,100
– – 1.82% 24
2017
Q2 		$2.06M Sell
11,100
-3,600
-24% -$631K 2% 24
2017
Q1 		$2.41M Sell
14,700
-11,900
-45% -$1.95M 2.13% 22
2016
Q4 		$4.26M Buy
+26,600
New +$3.97M 4.07% 3
2016
Q3 		– Sell
-45,000
Closed -$6.35M – 62
2016
Q2 		$6.35M Buy
45,000
+21,000
+88% +$2.8M 5.87% 1
2016
Q1 		$3.09M Hold
24,000
– – 2.15% 12
2015
Q4 		$2.82M Buy
+24,000
New +$2.81M 1.18% 24

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

Morgens Waterfall Vintiadis & Co's UNH Position: Q2 2023 in Review

Morgens Waterfall Vintiadis & Co sold out of UnitedHealth (UNH) in Q2 2023, closing a stake of 197,000 shares — an estimated $2.97M sold.

Morgens Waterfall Vintiadis & Co first reported a position in UNH in Q4 2015 and held it in 29 quarters. The position peaked at $6.35M in Q2 2016. 3,129 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

  • Morgens Waterfall Vintiadis & Co reported no remaining UnitedHealth position as of Q2 2023 after selling out during the quarter.
  • Morgens Waterfall Vintiadis & Co sold 197,000 UnitedHealth shares in Q2 2023, an estimated $2.97M.
  • Morgens Waterfall Vintiadis & Co first reported a position in UnitedHealth in Q4 2015 and held it in 29 quarters.
  • Morgens Waterfall Vintiadis & Co's UnitedHealth position peaked at $6.35M in Q2 2016.
  • 3,129 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on Morgens Waterfall Vintiadis & Co's 13F filing for Q2 2023, filed 14 Aug 2023.