Regency Capital Management’s UnitedHealth UNH Stock Holding History

Regency Capital Management’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 Q1	–	Sell	-7,479	Closed	-$3.94M	–	58
2023 Q4	$3.94M	Sell	7,479 -1,002	-12%	-$534K	2.65%	15
2023 Q3	$4.28M	Sell	8,481 -3,191	-27%	-$1.57M	3.63%	12
2023 Q2	$5.61M	Buy	11,672 +3,051	+35%	+$1.49M	4.88%	9
2023 Q1	$4.07M	Buy	8,621 +3,270	+61%	+$1.58M	4.93%	9
2022 Q4	$2.84M	Sell	5,351 -66	-1%	-$35K	3.26%	15
2022 Q3	$2.74M	Sell	5,417 -874	-14%	-$460K	3.35%	13
2022 Q2	$3.23M	Buy	6,291 +614	+11%	+$308K	3.48%	14
2022 Q1	$2.9M	Sell	5,677 -41	-0.7%	-$19.8K	2.1%	15
2021 Q4	$2.87M	Buy	5,718 +653	+13%	+$296K	1.82%	19
2021 Q3	$1.98M	Buy	+5,065	New	+$2.1M	1.39%	26

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

Regency Capital Management's UNH Position: Q1 2024 in Review

Regency Capital Management sold out of UnitedHealth (UNH) in Q1 2024, closing a stake of 7,479 shares — an estimated $3.94M sold.

Regency Capital Management first reported a position in UNH in Q3 2021 and held it in 10 quarters. The position peaked at $5.61M in Q2 2023. 3,375 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

Regency Capital Management reported no remaining UnitedHealth position as of Q1 2024 after selling out during the quarter.
Regency Capital Management sold 7,479 UnitedHealth shares in Q1 2024, an estimated $3.94M.
Regency Capital Management first reported a position in UnitedHealth in Q3 2021 and held it in 10 quarters.
Regency Capital Management's UnitedHealth position peaked at $5.61M in Q2 2023.
3,375 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Regency Capital Management's 13F filing for Q1 2024, filed 7 May 2024.