Mount Lucas Management’s UnitedHealth UNH Stock Holding History

Mount Lucas 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
2023 Q2	–	Sell	-6,022	Closed	-$2.85M	–	169
2023 Q1	$2.85M	Buy	6,022 +226	+4%	+$109K	0.75%	42
2022 Q4	$3.07M	Sell	5,796 -81	-1%	-$42.9K	1.01%	29
2022 Q3	$2.97M	Sell	5,877 -124	-2%	-$65.2K	1.02%	19
2022 Q2	$3.08M	Buy	+6,001	New	+$3.01M	1.03%	17
2021 Q4	–	Sell	-11,185	Closed	-$4.37M	–	161
2021 Q3	$4.37M	Sell	11,185 -832	-7%	-$345K	1.32%	21
2021 Q2	$4.81M	Buy	12,017 +1,669	+16%	+$665K	1.28%	19
2021 Q1	$3.85M	Buy	10,348 +1,007	+11%	+$349K	1.13%	28
2020 Q4	$3.28M	Buy	+9,341	New	+$3.13M	0.69%	46
2018 Q3	–	Sell	-10,740	Closed	-$2.63M	–	92
2018 Q2	$2.63M	Sell	10,740 -253	-2%	-$60.8K	0.4%	46
2018 Q1	$2.35M	Sell	10,993 -14,032	-56%	-$3.2M	0.38%	72
2017 Q4	$5.52M	Sell	25,025 -1,175	-4%	-$249K	0.95%	30
2017 Q3	$5.13M	Buy	26,200 +11,553	+79%	+$2.23M	0.93%	31
2017 Q2	$2.71M	Buy	14,647 +87	+0.6%	+$15.3K	0.51%	54
2017 Q1	$2.39M	Buy	+14,560	New	+$2.38M	0.48%	60

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mount Lucas Management's UNH Position: Q2 2023 in Review

Mount Lucas Management sold out of UnitedHealth (UNH) in Q2 2023, closing a stake of 6,022 shares — an estimated $2.85M sold.

Mount Lucas Management first reported a position in UNH in Q1 2017 and held it in 14 quarters. The position peaked at $5.52M in Q4 2017. 3,128 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

Mount Lucas Management reported no remaining UnitedHealth position as of Q2 2023 after selling out during the quarter.
Mount Lucas Management sold 6,022 UnitedHealth shares in Q2 2023, an estimated $2.85M.
Mount Lucas Management first reported a position in UnitedHealth in Q1 2017 and held it in 14 quarters.
Mount Lucas Management's UnitedHealth position peaked at $5.52M in Q4 2017.
3,128 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on Mount Lucas Management's 13F filing for Q2 2023, filed 14 Aug 2023.