Parametrica Management’s UnitedHealth UNH Stock Holding History

Parametrica 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
2025 Q1	–	Sell	-777	Closed	-$393K	–	69
2024 Q4	$393K	Buy	+777	New	+$441K	0.52%	24
2019 Q1	–	Sell	-1,124	Closed	-$280K	–	311
2018 Q4	$280K	Sell	1,124 -269	-19%	-$71.1K	0.34%	144
2018 Q3	$371K	Buy	+1,393	New	+$362K	0.81%	27
2018 Q1	–	Sell	-1,481	Closed	-$327K	–	418
2017 Q4	$327K	Buy	1,481 +386	+35%	+$81.8K	0.21%	174
2017 Q3	$214K	Buy	+1,095	New	+$212K	0.09%	306
2017 Q2	–	Sell	-5,465	Closed	-$896K	–	376
2017 Q1	$896K	Buy	+5,465	New	+$895K	0.94%	4
2016 Q3	–	Sell	-1,421	Closed	-$201K	–	239
2016 Q2	$201K	Buy	+1,421	New	+$189K	0.3%	187

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Parametrica Management's UNH Position: Q1 2025 in Review

Parametrica Management sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 777 shares — an estimated $393K sold.

Parametrica Management first reported a position in UNH in Q2 2016 and held it in 7 quarters. The position peaked at $896K in Q1 2017. 3,603 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

Parametrica Management reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
Parametrica Management sold 777 UnitedHealth shares in Q1 2025, an estimated $393K.
Parametrica Management first reported a position in UnitedHealth in Q2 2016 and held it in 7 quarters.
Parametrica Management's UnitedHealth position peaked at $896K in Q1 2017.
3,603 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Parametrica Management's 13F filing for Q1 2025, filed 8 May 2025.