Optimas Capital’s UnitedHealth UNH Stock Holding History

Optimas 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 Q3	–	Sell	-521	Closed	-$250K	–	47
2023 Q2	$250K	Buy	+521	New	+$255K	0.29%	25

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

Optimas Capital's UNH Position: Q3 2023 in Review

Optimas Capital sold out of UnitedHealth (UNH) in Q3 2023, closing a stake of 521 shares — an estimated $250K sold.

Optimas Capital first reported a position in UNH in Q2 2023 and held it in 1 quarter. The position peaked at $250K in Q2 2023. 3,137 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

Optimas Capital reported no remaining UnitedHealth position as of Q3 2023 after selling out during the quarter.
Optimas Capital sold 521 UnitedHealth shares in Q3 2023, an estimated $250K.
Optimas Capital first reported a position in UnitedHealth in Q2 2023 and held it in 1 quarter.
Optimas Capital's UnitedHealth position peaked at $250K in Q2 2023.
3,137 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Optimas Capital's 13F filing for Q3 2023, filed 31 Oct 2023.