Otter Creek Advisors’s UnitedHealth UNH Stock Holding History

Otter Creek Advisors’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 Q1	–	Sell	-730	Closed	-$384K	–	56
2023 Q4	$384K	Sell	730 -7,800	-91%	-$4.16M	0.23%	47
2023 Q3	$4.3M	Buy	8,530 +3,530	+71%	+$1.74M	3.3%	12
2023 Q2	$2.4M	Buy	+5,000	New	+$2.44M	1.41%	28
2023 Q1	–	Sell	-6,500	Closed	-$3.45M	–	54
2022 Q4	$3.45M	Buy	+6,500	New	+$3.44M	2.25%	22

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

Otter Creek Advisors's UNH Position: Q1 2024 in Review

Otter Creek Advisors sold out of UnitedHealth (UNH) in Q1 2024, closing a stake of 730 shares — an estimated $384K sold.

Otter Creek Advisors first reported a position in UNH in Q4 2022 and held it in 4 quarters. The position peaked at $4.3M in Q3 2023. 3,374 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

Otter Creek Advisors reported no remaining UnitedHealth position as of Q1 2024 after selling out during the quarter.
Otter Creek Advisors sold 730 UnitedHealth shares in Q1 2024, an estimated $384K.
Otter Creek Advisors first reported a position in UnitedHealth in Q4 2022 and held it in 4 quarters.
Otter Creek Advisors's UnitedHealth position peaked at $4.3M in Q3 2023.
3,374 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Otter Creek Advisors's 13F filing for Q1 2024, filed 10 May 2024.