Spouting Rock Asset Management’s UnitedHealth UNH Stock Holding History

Spouting Rock Asset 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
2023 Q4	$18M	Sell	34,126 -9,404	-22%	-$5.02M	6.58%	4
2023 Q3	$21.9M	Buy	43,530 +11,401	+35%	+$5.61M	7.01%	4
2023 Q2	$15.4M	Sell	32,129 -3,071	-9%	-$1.5M	5.59%	4
2023 Q1	$16.6M	Buy	35,200 +30,036	+582%	+$14.5M	5.87%	2
2022 Q4	$2.74M	Hold	5,164	–	–	2.03%	8
2022 Q3	$2.61M	Sell	5,164 -18	-0.3%	-$9.46K	2%	7
2022 Q2	$2.66M	Buy	+5,182	New	+$2.6M	1.73%	15
2021 Q3	–	Sell	-5,554	Closed	-$2.22M	–	202
2021 Q2	$2.22M	Sell	5,554 -67	-1%	-$26.7K	0.68%	50
2021 Q1	$2.09M	Buy	5,621 +44	+0.8%	+$15.2K	0.65%	54
2020 Q4	$1.96M	Sell	5,577 -143	-3%	-$47.9K	0.62%	53
2020 Q3	$1.78M	Buy	5,720 +2,064	+56%	+$634K	0.85%	24
2020 Q2	$1.08M	Sell	3,656 -619	-14%	-$177K	0.51%	59
2020 Q1	$1.07M	Sell	4,275 -4,556	-52%	-$1.25M	0.74%	35
2019 Q4	$2.6M	Buy	+8,831	New	+$2.31M	0.66%	38

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Spouting Rock Asset Management's UNH Position: Q4 2023 in Review

Spouting Rock Asset Management reduced its UnitedHealth (UNH) stake by 22% in Q4 2023, selling an estimated $5.02M and leaving 34,126 shares worth $18M. The position accounts for 6.58% of the portfolio, ranked #4.

Spouting Rock Asset Management first reported a position in UNH in Q4 2019 and has held it in 14 quarters since. The position peaked at $21.9M in Q3 2023. 3,411 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

Spouting Rock Asset Management held 34,126 shares of UnitedHealth worth $18M as of Q4 2023.
Spouting Rock Asset Management sold 9,404 UnitedHealth shares in Q4 2023, an estimated $5.02M.
UnitedHealth made up 6.58% of Spouting Rock Asset Management's portfolio in Q4 2023, its #4 holding.
Spouting Rock Asset Management first reported a position in UnitedHealth in Q4 2019 and has held it in 14 quarters since.
Spouting Rock Asset Management's UnitedHealth position peaked at $21.9M in Q3 2023.
3,411 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on Spouting Rock Asset Management's 13F filing for Q4 2023, filed 16 Feb 2024.