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Sitrin Capital Management’s UnitedHealth UNH Stock Holding History

Sitrin 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
Q2 		– Sell
-7,663
Closed -$3.79M – 44
2024
Q1 		$3.79M Sell
7,663
-192
-2% -$97.6K 2.07% 28
2023
Q4 		$4.14M Sell
7,855
-144
-2% -$76.8K 2.41% 27
2023
Q3 		$4.03M Sell
7,999
-967
-11% -$476K 2.52% 27
2023
Q2 		$4.31M Buy
8,966
+163
+2% +$79.7K 2.42% 29
2023
Q1 		$4.16M Sell
8,803
-72
-0.8% -$34.7K 2.52% 29
2022
Q4 		$4.71M Sell
8,875
-372
-4% -$197K 3% 17
2022
Q3 		$4.67M Buy
+9,247
New +$4.86M 3.07% 15

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

Sitrin Capital Management's UNH Position: Q2 2024 in Review

Sitrin Capital Management sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 7,663 shares — an estimated $3.79M sold.

Sitrin Capital Management first reported a position in UNH in Q3 2022 and held it in 7 quarters. The position peaked at $4.71M in Q4 2022. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

  • Sitrin Capital Management reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
  • Sitrin Capital Management sold 7,663 UnitedHealth shares in Q2 2024, an estimated $3.79M.
  • Sitrin Capital Management first reported a position in UnitedHealth in Q3 2022 and held it in 7 quarters.
  • Sitrin Capital Management's UnitedHealth position peaked at $4.71M in Q4 2022.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Sitrin Capital Management's 13F filing for Q2 2024, filed 12 Jul 2024.