Perennial Advisors’s UnitedHealth UNH Stock Holding History

Perennial Advisors’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 Q2	–	Sell	-854	Closed	-$422K	–	114
2024 Q1	$422K	Hold	854	–	–	0.1%	83
2023 Q4	$450K	Sell	854 -85	-9%	-$45.3K	0.11%	83
2023 Q3	$473K	Sell	939 -2	-0.2%	-$984	0.13%	79
2023 Q2	$452K	Hold	941	–	–	0.12%	80
2023 Q1	$445K	Buy	+941	New	+$454K	0.13%	69
2021 Q3	–	Sell	-65	Closed	-$26K	–	260
2021 Q2	$26K	Hold	65	–	–	0.01%	196
2021 Q1	$24K	Buy	+65	New	+$22.5K	0.01%	198

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

Perennial Advisors's UNH Position: Q2 2024 in Review

Perennial Advisors sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 854 shares — an estimated $422K sold.

Perennial Advisors first reported a position in UNH in Q1 2021 and held it in 7 quarters. The position peaked at $473K in Q3 2023. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

Perennial Advisors reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
Perennial Advisors sold 854 UnitedHealth shares in Q2 2024, an estimated $422K.
Perennial Advisors first reported a position in UnitedHealth in Q1 2021 and held it in 7 quarters.
Perennial Advisors's UnitedHealth position peaked at $473K in Q3 2023.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Perennial Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.