Periscope Capital’s UnitedHealth UNH Stock Holding History

Periscope 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
2025 Q3	–	Sell	-900	Closed	-$281K	–	300
2025 Q2	$281K	Buy	+900	New	+$344K	0.06%	111

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Periscope Capital's UNH Position: Q2 2022 in Review

Periscope Capital sold out of UnitedHealth (UNH) in Q2 2022, closing a stake of 1,124 shares — an estimated $573K sold.

Periscope Capital first reported a position in UNH in Q1 2022 and held it in 1 quarter. The position peaked at $573K in Q1 2022. 2,958 funds tracked by Wall St. Rank hold UNH as of Q2 2022.

Periscope Capital reported no remaining UnitedHealth position as of Q2 2022 after selling out during the quarter.
Periscope Capital sold 1,124 UnitedHealth shares in Q2 2022, an estimated $573K.
Periscope Capital first reported a position in UnitedHealth in Q1 2022 and held it in 1 quarter.
Periscope Capital's UnitedHealth position peaked at $573K in Q1 2022.
2,958 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2022.

Based on Periscope Capital's 13F filing for Q2 2022, filed 15 Aug 2022.