Private Capital Management (Colorado)’s UnitedHealth UNH Stock Holding History

Private Capital Management (Colorado)’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 Q4	$395K	Buy	780 +4	+0.5%	+$2.27K	0.08%	96
2024 Q3	$454K	Sell	776 -205	-21%	-$116K	0.08%	113
2024 Q2	$500K	Buy	981 +102	+12%	+$50K	0.1%	89
2024 Q1	$435K	Sell	879 -91	-9%	-$46.3K	0.1%	91
2023 Q4	$511K	Buy	970 +187	+24%	+$99.7K	0.12%	83
2023 Q3	$395K	Buy	783 +85	+12%	+$41.8K	0.11%	82
2023 Q2	$335K	Sell	698 -79	-10%	-$38.6K	0.1%	87
2023 Q1	$367K	Buy	777 +24	+3%	+$11.6K	0.11%	90
2022 Q4	$399K	Buy	753 +4	+0.5%	+$2.12K	0.13%	80
2022 Q3	$378K	Buy	749 +276	+58%	+$145K	0.14%	83
2022 Q2	$241K	Hold	473	–	–	0.08%	136
2022 Q1	$241K	Buy	+473	New	+$228K	0.08%	136

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Private Capital Management (Colorado)'s UNH Position: Q4 2024 in Review

Private Capital Management (Colorado) increased its UnitedHealth (UNH) stake by 0.52% in Q4 2024, buying an estimated $2.27K and bringing the position to 780 shares worth $395K. The position accounts for 0.08% of the portfolio, ranked #96.

Private Capital Management (Colorado) first reported a position in UNH in Q1 2022 and has held it in 12 quarters since. The position peaked at $511K in Q4 2023. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

Private Capital Management (Colorado) held 780 shares of UnitedHealth worth $395K as of Q4 2024.
Private Capital Management (Colorado) bought 4 UnitedHealth shares in Q4 2024, an estimated $2.27K.
UnitedHealth made up 0.08% of Private Capital Management (Colorado)'s portfolio in Q4 2024, its #96 holding.
Private Capital Management (Colorado) first reported a position in UnitedHealth in Q1 2022 and has held it in 12 quarters since.
Private Capital Management (Colorado)'s UnitedHealth position peaked at $511K in Q4 2023.
3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q4 2024, filed 5 Feb 2025.