Pearl River Capital’s UnitedHealth UNH Stock Holding History

Pearl River 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
2024 Q3	–	Sell	-10,791	Closed	-$5.5M	–	357
2024 Q2	$5.5M	Buy	+10,791	New	+$5.29M	0.87%	22
2021 Q4	–	Sell	-6,377	Closed	-$2.49M	–	573
2021 Q3	$2.49M	Buy	+6,377	New	+$2.64M	0.68%	25
2020 Q4	–	Sell	-5,159	Closed	-$1.61M	–	509
2020 Q3	$1.61M	Buy	+5,159	New	+$1.58M	0.68%	27
2020 Q2	–	Sell	-636	Closed	-$159K	–	579
2020 Q1	$159K	Sell	636 -345	-35%	-$94.9K	0.31%	111
2019 Q4	$288K	Buy	+981	New	+$257K	0.11%	354
2019 Q3	–	Sell	-514	Closed	-$125K	–	537
2019 Q2	$125K	Buy	+514	New	+$124K	0.8%	48
2019 Q1	–	Sell	-139	Closed	-$35K	–	790
2018 Q4	$35K	Buy	+139	New	+$36.7K	0.16%	177

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Pearl River Capital's UNH Position: Q3 2024 in Review

Pearl River Capital sold out of UnitedHealth (UNH) in Q3 2024, closing a stake of 10,791 shares — an estimated $5.5M sold.

Pearl River Capital first reported a position in UNH in Q4 2018 and held it in 7 quarters. The position peaked at $5.5M in Q2 2024. 3,465 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

Pearl River Capital reported no remaining UnitedHealth position as of Q3 2024 after selling out during the quarter.
Pearl River Capital sold 10,791 UnitedHealth shares in Q3 2024, an estimated $5.5M.
Pearl River Capital first reported a position in UnitedHealth in Q4 2018 and held it in 7 quarters.
Pearl River Capital's UnitedHealth position peaked at $5.5M in Q2 2024.
3,465 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Pearl River Capital's 13F filing for Q3 2024.