Ninepoint Partners’s UnitedHealth UNH Stock Holding History

Ninepoint Partners’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	-1,271	Closed	-$629K	–	111
2024 Q1	$629K	Hold	1,271	–	–	0.07%	75
2023 Q4	$669K	Hold	1,271	–	–	0.07%	60
2023 Q3	$641K	Hold	1,271	–	–	0.06%	55
2023 Q2	$611K	Hold	1,271	–	–	0.07%	63
2023 Q1	$601K	Buy	1,271 +408	+47%	+$197K	0.07%	61
2022 Q4	$458K	Hold	863	–	–	0.06%	50
2022 Q3	$436K	Sell	863 -301	-26%	-$158K	0.05%	45
2022 Q2	$598K	Hold	1,164	–	–	0.09%	38
2022 Q1	$594K	Hold	1,164	–	–	0.13%	42
2021 Q4	$584K	Hold	1,164	–	–	0.17%	36
2021 Q3	$455K	Buy	+1,164	New	+$482K	0.12%	56
2021 Q1	–	Sell	-1,269	Closed	-$445K	–	93
2020 Q4	$445K	Hold	1,269	–	–	0.17%	40
2020 Q3	$396K	Hold	1,269	–	–	0.17%	37
2020 Q2	$374K	Sell	1,269 -274	-18%	-$78.5K	0.15%	37
2020 Q1	$385K	Sell	1,543 -204	-12%	-$56.1K	0.38%	23
2019 Q4	$514K	Buy	+1,747	New	+$457K	0.17%	37
2019 Q1	–	Sell	-53,308	Closed	-$13.3M	–	104
2018 Q4	$13.3M	Sell	53,308 -16,944	-24%	-$4.48M	3.63%	5
2018 Q3	$18.7M	Sell	70,252 -13,650	-16%	-$3.55M	3.25%	5
2018 Q2	$20.6M	Sell	83,902 -39,710	-32%	-$9.54M	2.08%	6
2018 Q1	$26.5M	Sell	123,612 -2,250	-2%	-$514K	1.96%	4
2017 Q4	$27.7M	Buy	125,862 +533	+0.4%	+$113K	2.1%	8
2017 Q3	$24.5M	Buy	+125,329	New	+$24.2M	1.72%	11

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

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

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

Ninepoint Partners's UNH Position: Q2 2024 in Review

Ninepoint Partners sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 1,271 shares — an estimated $629K sold.

Ninepoint Partners first reported a position in UNH in Q3 2017 and held it in 22 quarters. The position peaked at $27.7M in Q4 2017. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

Ninepoint Partners reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
Ninepoint Partners sold 1,271 UnitedHealth shares in Q2 2024, an estimated $629K.
Ninepoint Partners first reported a position in UnitedHealth in Q3 2017 and held it in 22 quarters.
Ninepoint Partners's UnitedHealth position peaked at $27.7M in Q4 2017.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Ninepoint Partners's 13F filing for Q2 2024, filed 15 Aug 2024.