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Seven Eight Capital’s UnitedHealth UNH Stock Holding History

Seven Eight 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
2024
Q4 		– Sell
-6,829
Closed -$3.99M – 618
2024
Q3 		$3.99M Buy
6,829
+3,342
+96% +$1.89M 0.36% 49
2024
Q2 		$1.78M Sell
3,487
-1,483
-30% -$727K 0.19% 169
2024
Q1 		$2.46M Buy
4,970
+2,539
+104% +$1.29M 0.26% 118
2023
Q4 		$1.28M Buy
+2,431
New +$1.3M 0.15% 204
2023
Q3 		– Sell
-6,248
Closed -$3M – 749
2023
Q2 		$3M Buy
6,248
+1,564
+33% +$765K 0.5% 48
2023
Q1 		$2.21M Buy
4,684
+1,725
+58% +$832K 0.46% 50
2022
Q4 		$1.57M Buy
+2,959
New +$1.57M 0.41% 75
2022
Q2 		– Sell
-6,800
Closed -$3.47M – 632
2022
Q1 		$3.47M Buy
+6,800
New +$3.28M 0.46% 60
2019
Q4 		– Sell
-88,542
Closed -$19.2M – 778
2019
Q3 		$19.2M Buy
88,542
+51,900
+142% +$12.5M 1.02% 1
2019
Q2 		$8.94M Buy
+36,642
New +$8.81M 0.47% 55
2019
Q1 		– Sell
-23,967
Closed -$5.97M – 736
2018
Q4 		$5.97M Buy
+23,967
New +$6.33M 0.33% 97
2018
Q3 		– Sell
-48,967
Closed -$12M – 711
2018
Q2 		$12M Buy
+48,967
New +$11.8M 0.84% 25
2018
Q1 		– Sell
-2,267
Closed -$500K – 539
2017
Q4 		$500K Sell
2,267
-8,100
-78% -$1.72M 0.05% 327
2017
Q3 		$2.03M Buy
+10,367
New +$2M 0.25% 135
2017
Q2 		– Sell
-67
Closed -$11K – 685
2017
Q1 		$11K Buy
+67
New +$11K ﹤0.01% 477
2016
Q3 		– Sell
-11,900
Closed -$1.68M – 550
2016
Q2 		$1.68M Buy
+11,900
New +$1.59M 0.58% 44
2016
Q1 		– Sell
-1,900
Closed -$224K – 693
2015
Q4 		$224K Buy
+1,900
New +$222K 0.15% 219
2014
Q4 		– Sell
-2,700
Closed -$233K – 663
2014
Q3 		$233K Buy
+2,700
New +$228K 0.18% 203

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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

Seven Eight Capital's UNH Position: Q4 2024 in Review

Seven Eight Capital sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 6,829 shares — an estimated $3.99M sold.

Seven Eight Capital first reported a position in UNH in Q3 2014 and held it in 18 quarters. The position peaked at $19.2M in Q3 2019. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Seven Eight Capital reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
  • Seven Eight Capital sold 6,829 UnitedHealth shares in Q4 2024, an estimated $3.99M.
  • Seven Eight Capital first reported a position in UnitedHealth in Q3 2014 and held it in 18 quarters.
  • Seven Eight Capital's UnitedHealth position peaked at $19.2M in Q3 2019.
  • 3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Seven Eight Capital's 13F filing for Q4 2024.