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Parkwood LLC’s UnitedHealth UNH Stock Holding History

Parkwood LLC’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
-5,189
Closed -$2.73M – 203
2023
Q4 		$2.73M Sell
5,189
-1,045
-17% -$557K 0.33% 67
2023
Q3 		$3.14M Sell
6,234
-441
-7% -$217K 0.34% 55
2023
Q2 		$3.21M Buy
6,675
+2,312
+53% +$1.13M 0.58% 50
2023
Q1 		$2.06M Buy
+4,363
New +$2.11M 0.28% 70
2021
Q3 		– Sell
-15,403
Closed -$6.17M – 133
2021
Q2 		$6.17M Buy
15,403
+2,464
+19% +$982K 0.72% 36
2021
Q1 		$4.81M Buy
+12,939
New +$4.48M 0.85% 44
2019
Q4 		– Sell
-26,018
Closed -$5.65M – 89
2019
Q3 		$5.65M Buy
26,018
+35
+0.1% +$8.45K 1.14% 27
2019
Q2 		$6.34M Buy
+25,983
New +$6.25M 1.35% 23
2018
Q1 		– Sell
-22,611
Closed -$4.99M – 221
2017
Q4 		$4.99M Buy
22,611
+760
+3% +$161K 0.68% 39
2017
Q3 		$4.28M Buy
21,851
+9,272
+74% +$1.79M 0.64% 45
2017
Q2 		$2.33M Sell
12,579
-475
-4% -$83.3K 0.35% 69
2017
Q1 		$2.14M Buy
+13,054
New +$2.14M 0.3% 72
2016
Q3 		– Sell
-2,516
Closed -$355K – 529
2016
Q2 		$355K Hold
2,516
– – 0.06% 329
2016
Q1 		$324K Sell
2,516
-2,793
-53% -$330K 0.05% 379
2015
Q4 		$625K Hold
5,309
– – 0.1% 161
2015
Q3 		$616K Buy
+5,309
New +$635K 0.1% 127
2014
Q2 		– Sell
-3,460
Closed -$284K – 222
2014
Q1 		$284K Buy
3,460
+864
+33% +$65K 0.07% 100
2013
Q4 		$195K Buy
+2,596
New +$186K 0.05% 156

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parkwood LLC's UNH Position: Q1 2024 in Review

Parkwood LLC sold out of UnitedHealth (UNH) in Q1 2024, closing a stake of 5,189 shares — an estimated $2.73M sold.

Parkwood LLC first reported a position in UNH in Q4 2013 and held it in 18 quarters. The position peaked at $6.34M in Q2 2019. 3,375 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

  • Parkwood LLC reported no remaining UnitedHealth position as of Q1 2024 after selling out during the quarter.
  • Parkwood LLC sold 5,189 UnitedHealth shares in Q1 2024, an estimated $2.73M.
  • Parkwood LLC first reported a position in UnitedHealth in Q4 2013 and held it in 18 quarters.
  • Parkwood LLC's UnitedHealth position peaked at $6.34M in Q2 2019.
  • 3,375 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Parkwood LLC's 13F filing for Q1 2024, filed 15 May 2024.