SCM
Steadfast Capital Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $199M | Buy |
639,400
+525,900
| +463% | +$164M | 3.56% | 4 |
|
|
2025
Q1 | $59.4M | Buy |
+113,500
| New | +$59.4M | 1.58% | 24 |
|
|
2024
Q4 | – | Sell |
-101,166
| Closed | -$59.1M | – | 68 |
|
|
2024
Q3 | $59.1M | Sell |
101,166
-268,200
| -73% | -$157M | 1.31% | 29 |
|
|
2024
Q2 | $188M | Buy |
+369,366
| New | +$188M | 3.96% | 4 |
|
|
2023
Q2 | – | Sell |
-147,957
| Closed | -$69.9M | – | 56 |
|
|
2023
Q1 | $69.9M | Sell |
147,957
-18,519
| -11% | -$8.75M | 2.1% | 20 |
|
|
2022
Q4 | $88.3M | Sell |
166,476
-127,457
| -43% | -$67.6M | 3.03% | 14 |
|
|
2022
Q3 | $148M | Sell |
293,933
-215,781
| -42% | -$109M | 4.01% | 12 |
|
|
2022
Q2 | $262M | Buy |
509,714
+117,581
| +30% | +$60.4M | 5.76% | 7 |
|
|
2022
Q1 | $200M | Sell |
392,133
-136,955
| -26% | -$69.8M | 3.43% | 11 |
|
|
2021
Q4 | $266M | Sell |
529,088
-327,422
| -38% | -$164M | 4.43% | 7 |
|
|
2021
Q3 | $335M | Sell |
856,510
-20,839
| -2% | -$8.14M | 3.25% | 6 |
|
|
2021
Q2 | $351M | Buy |
877,349
+123,417
| +16% | +$49.4M | 3.24% | 7 |
|
|
2021
Q1 | $281M | Buy |
753,932
+128,063
| +20% | +$47.6M | 2.92% | 11 |
|
|
2020
Q4 | $219M | Sell |
625,869
-61,721
| -9% | -$21.6M | 2.21% | 15 |
|
|
2020
Q3 | $214M | Sell |
687,590
-45,434
| -6% | -$14.2M | 2.34% | 15 |
|
|
2020
Q2 | $216M | Buy |
733,024
+45,586
| +7% | +$13.4M | 2.47% | 10 |
|
|
2020
Q1 | $171M | Buy |
+687,438
| New | +$171M | 2.63% | 16 |
|