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Privium Fund Management (UK)’s UnitedHealth UNH Stock Holding History

Privium Fund Management (UK)’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
-5,926
Closed -$2.9M – 144
2024
Q2 		$2.9M Hold
5,926
– – 1.13% 14
2024
Q1 		$2.71M Buy
5,926
+2,900
+96% +$1.47M 1.35% 24
2023
Q4 		$1.63M Sell
3,026
-1,950
-39% -$1.04M 1.11% 28
2023
Q3 		$2.51M Buy
4,976
+1,476
+42% +$726K 1.96% 14
2023
Q2 		$1.67M Hold
3,500
– – 1.31% 22
2023
Q1 		$1.65M Buy
+3,500
New +$1.69M 1.3% 22

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Privium Fund Management (UK)'s UNH Position: Q3 2024 in Review

Privium Fund Management (UK) sold out of UnitedHealth (UNH) in Q3 2024, closing a stake of 5,926 shares — an estimated $2.9M sold.

Privium Fund Management (UK) first reported a position in UNH in Q1 2023 and held it in 6 quarters. The position peaked at $2.9M in Q2 2024. 3,465 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • Privium Fund Management (UK) reported no remaining UnitedHealth position as of Q3 2024 after selling out during the quarter.
  • Privium Fund Management (UK) sold 5,926 UnitedHealth shares in Q3 2024, an estimated $2.9M.
  • Privium Fund Management (UK) first reported a position in UnitedHealth in Q1 2023 and held it in 6 quarters.
  • Privium Fund Management (UK)'s UnitedHealth position peaked at $2.9M in Q2 2024.
  • 3,465 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Privium Fund Management (UK)'s 13F filing for Q3 2024, filed 5 Nov 2024.