NinePointTwo Capital’s UnitedHealth UNH Stock Holding History

NinePointTwo Capital’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 Q4	$2.71M	Hold	5,153	–	–	1.08%	13
2023 Q3	$2.6M	Hold	5,153	–	–	1.06%	10
2023 Q2	$2.48M	Sell	5,153 -477	-8%	-$233K	0.96%	11
2023 Q1	$2.66M	Sell	5,630 -57	-1%	-$27.5K	1%	9
2022 Q4	$3.02M	Buy	5,687 +477	+9%	+$253K	1.25%	7
2022 Q3	$2.63M	Hold	5,210	–	–	1.06%	7
2022 Q2	$2.68M	Buy	5,210 +57	+1%	+$28.6K	0.93%	7
2022 Q1	$2.63M	Hold	5,153	–	–	0.71%	9
2021 Q4	$2.59M	Hold	5,153	–	–	0.83%	11
2021 Q3	$2.01M	Hold	5,153	–	–	0.78%	13
2021 Q2	$2.06M	Sell	5,153 -6,553	-56%	-$2.61M	0.73%	19
2021 Q1	$4.36M	Buy	11,706 +38	+0.3%	+$13.2K	1.65%	16
2020 Q4	$4.09M	Buy	+11,668	New	+$3.91M	1.67%	16

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

Morgan Stanley New York $1.66T AUM 25.57% 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

NinePointTwo Capital's UNH Position: Q4 2023 in Review

NinePointTwo Capital held its UnitedHealth (UNH) position steady in Q4 2023 at 5,153 shares worth $2.71M. The position accounts for 1.08% of the portfolio, ranked #13.

NinePointTwo Capital first reported a position in UNH in Q4 2020 and has held it in 13 quarters since. The position peaked at $4.36M in Q1 2021. 3,411 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

NinePointTwo Capital held 5,153 shares of UnitedHealth worth $2.71M as of Q4 2023.
NinePointTwo Capital left its UnitedHealth share count unchanged in Q4 2023.
UnitedHealth made up 1.08% of NinePointTwo Capital's portfolio in Q4 2023, its #13 holding.
NinePointTwo Capital first reported a position in UnitedHealth in Q4 2020 and has held it in 13 quarters since.
NinePointTwo Capital's UnitedHealth position peaked at $4.36M in Q1 2021.
3,411 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on NinePointTwo Capital's 13F filing for Q4 2023, filed 14 Feb 2024.