Pavadi Capital’s UnitedHealth UNH Stock Holding History

Pavadi 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 Q4	$8.04M	Buy	15,271 +7,560	+98%	+$4.03M	9.9%	2
2023 Q3	$3.89M	Sell	7,711 -824	-10%	-$406K	5.06%	12
2023 Q2	$4.1M	Sell	8,535 -1,240	-13%	-$606K	4.79%	15
2023 Q1	$4.62M	Buy	9,775 +766	+9%	+$370K	5.04%	14
2022 Q4	$4.78M	Buy	9,009 +495	+6%	+$262K	4.5%	15
2022 Q3	$4.3M	Sell	8,514 -821	-9%	-$432K	4.12%	11
2022 Q2	$4.79M	Buy	9,335 +1,481	+19%	+$744K	4.35%	12
2022 Q1	$4M	Sell	7,854 -1,206	-13%	-$582K	3.53%	16
2021 Q4	$4.55M	Buy	+9,060	New	+$4.1M	3.45%	18

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Pavadi Capital's UNH Position: Q4 2023 in Review

Pavadi Capital increased its UnitedHealth (UNH) stake by 98% in Q4 2023, buying an estimated $4.03M and bringing the position to 15,271 shares worth $8.04M. The position accounts for 9.9% of the portfolio, ranked #2.

Pavadi Capital first reported a position in UNH in Q4 2021 and has held it in 9 quarters since. 3,412 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

Pavadi Capital held 15,271 shares of UnitedHealth worth $8.04M as of Q4 2023.
Pavadi Capital bought 7,560 UnitedHealth shares in Q4 2023, an estimated $4.03M.
UnitedHealth made up 9.9% of Pavadi Capital's portfolio in Q4 2023, its #2 holding.
Pavadi Capital first reported a position in UnitedHealth in Q4 2021 and has held it in 9 quarters since.
3,412 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on Pavadi Capital's 13F filing for Q4 2023, filed 14 Feb 2024.