QCM Cayman’s UnitedHealth UNH Stock Holding History

QCM Cayman’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
2016 Q2	–	Sell	-1,800	Closed	-$232K	–	357
2016 Q1	$232K	Sell	1,800 -300	-14%	-$35.5K	0.16%	119
2015 Q4	$247K	Sell	2,100 -6,900	-77%	-$806K	0.2%	83
2015 Q3	$1.04M	Buy	+9,000	New	+$1.08M	0.35%	27

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

QCM Cayman's UNH Position: Q2 2024 in Review

QCM Cayman sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 569 shares — an estimated $281K sold.

QCM Cayman first reported a position in UNH in Q1 2015 and held it in 11 quarters. The position peaked at $1.94M in Q1 2015. 3,395 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

QCM Cayman reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
QCM Cayman sold 569 UnitedHealth shares in Q2 2024, an estimated $281K.
QCM Cayman first reported a position in UnitedHealth in Q1 2015 and held it in 11 quarters.
QCM Cayman's UnitedHealth position peaked at $1.94M in Q1 2015.
3,395 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on QCM Cayman's 13F filing for Q2 2024, filed 14 Aug 2024.