Sander Capital Advisors’s UnitedHealth UNH Stock Holding History

Sander Capital Advisors’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
2023 Q3	–	Sell	-13,894	Closed	-$6.68M	–	20
2023 Q2	$6.68M	Buy	+13,894	New	+$6.79M	3.65%	6

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sander Capital Advisors's UNH Position: Q3 2023 in Review

Sander Capital Advisors sold out of UnitedHealth (UNH) in Q3 2023, closing a stake of 13,894 shares — an estimated $6.68M sold.

Sander Capital Advisors first reported a position in UNH in Q2 2023 and held it in 1 quarter. The position peaked at $6.68M in Q2 2023. 3,138 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

Sander Capital Advisors reported no remaining UnitedHealth position as of Q3 2023 after selling out during the quarter.
Sander Capital Advisors sold 13,894 UnitedHealth shares in Q3 2023, an estimated $6.68M.
Sander Capital Advisors first reported a position in UnitedHealth in Q2 2023 and held it in 1 quarter.
Sander Capital Advisors's UnitedHealth position peaked at $6.68M in Q2 2023.
3,138 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Sander Capital Advisors's 13F filing for Q3 2023, filed 18 Oct 2023.