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Sculptor Capital’s UnitedHealth UNH Stock Holding History

Sculptor Capital’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
2014
Q4 		– Sell
-73,700
Closed -$6.36M – 832
2014
Q3 		$6.36M Sell
73,700
-203,800
-73% -$17.2M 0.02% 468
2014
Q2 		$22.7M Sell
277,500
-97,000
-26% -$7.63M 0.07% 258
2014
Q1 		$30.7M Sell
374,500
-12,200
-3% -$918K 0.1% 199
2013
Q4 		$29.1M Sell
386,700
-242,300
-39% -$17.4M 0.07% 284
2013
Q3 		$45M Buy
629,000
+44,100
+8% +$3.16M 0.13% 217
2013
Q2 		$38.3M Buy
+584,900
New +$36.4M 0.12% 220

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Sculptor Capital's UNH Position: Q1 2024 in Review

Sculptor Capital sold out of UnitedHealth (UNH) in Q1 2024, closing a stake of 257,536 shares — an estimated $136M sold.

Sculptor Capital first reported a position in UNH in Q4 2014 and held it in 16 quarters. The position peaked at $263M in Q2 2021. 3,374 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

  • Sculptor Capital reported no remaining UnitedHealth position as of Q1 2024 after selling out during the quarter.
  • Sculptor Capital sold 257,536 UnitedHealth shares in Q1 2024, an estimated $136M.
  • Sculptor Capital first reported a position in UnitedHealth in Q4 2014 and held it in 16 quarters.
  • Sculptor Capital's UnitedHealth position peaked at $263M in Q2 2021.
  • 3,374 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Sculptor Capital's 13F filing for Q1 2024, filed 15 May 2024.