Partners Capital Investment Group’s UnitedHealth UNH Stock Holding History

Partners Capital Investment Group’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	-2,474	Closed	-$1.3M	–	260
2023 Q4	$1.3M	Sell	2,474 -2,047	-45%	-$1.09M	0.03%	136
2023 Q3	$2.28M	Buy	4,521 +980	+28%	+$482K	0.05%	116
2023 Q2	$1.7M	Buy	3,541 +904	+34%	+$442K	0.04%	132
2023 Q1	$1.25M	Buy	+2,637	New	+$1.27M	0.05%	102
2021 Q4	–	Sell	-252	Closed	-$98K	–	140
2021 Q3	$98K	Sell	252 -5,151	-95%	-$2.13M	﹤0.01%	124
2021 Q2	$2.16M	Sell	5,403 -516	-9%	-$206K	0.1%	105
2021 Q1	$2.2M	Buy	5,919 +68	+1%	+$23.6K	0.1%	108
2020 Q4	$2.05M	Hold	5,851	–	–	0.12%	93
2020 Q3	$1.82M	Buy	5,851 +2,671	+84%	+$820K	0.11%	85
2020 Q2	$938K	Buy	+3,180	New	+$911K	0.05%	95
2020 Q1	–	Sell	-1,012	Closed	-$298K	–	108
2019 Q4	$298K	Sell	1,012 -39,630	-98%	-$10.4M	0.02%	85
2019 Q3	$8.83M	Buy	40,642 +15,717	+63%	+$3.79M	0.77%	41
2019 Q2	$6.08M	Buy	+24,925	New	+$5.99M	0.6%	50

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

Partners Capital Investment Group's UNH Position: Q1 2024 in Review

Partners Capital Investment Group sold out of UnitedHealth (UNH) in Q1 2024, closing a stake of 2,474 shares — an estimated $1.3M sold.

Partners Capital Investment Group first reported a position in UNH in Q2 2019 and held it in 13 quarters. The position peaked at $8.83M in Q3 2019. 3,374 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

Partners Capital Investment Group reported no remaining UnitedHealth position as of Q1 2024 after selling out during the quarter.
Partners Capital Investment Group sold 2,474 UnitedHealth shares in Q1 2024, an estimated $1.3M.
Partners Capital Investment Group first reported a position in UnitedHealth in Q2 2019 and held it in 13 quarters.
Partners Capital Investment Group's UnitedHealth position peaked at $8.83M in Q3 2019.
3,374 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Partners Capital Investment Group's 13F filing for Q1 2024, filed 14 May 2024.