Summit Partners Public Asset Management’s UnitedHealth UNH Stock Holding History

Summit Partners Public 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 Q2	–	Sell	-28,583	Closed	-$13.5M	–	176
2023 Q1	$13.5M	Sell	28,583 -20,847	-42%	-$10.1M	0.56%	63
2022 Q4	$26.2M	Buy	49,430 +22,569	+84%	+$12M	1.66%	22
2022 Q3	$13.6M	Buy	+26,861	New	+$14.1M	0.7%	46
2020 Q3	–	Sell	-64,299	Closed	-$19M	–	115
2020 Q2	$19M	Sell	64,299 -71,980	-53%	-$20.6M	1.13%	27
2020 Q1	$34M	Buy	136,279 +85,211	+167%	+$23.4M	2.8%	9
2019 Q4	$15M	Sell	51,068 -11,686	-19%	-$3.06M	1.42%	30
2019 Q3	$13.6M	Hold	62,754	–	–	1.34%	26
2019 Q2	$15.3M	Buy	62,754 +876	+1%	+$211K	1.52%	22
2019 Q1	$15.3M	Sell	61,878 -37,943	-38%	-$9.68M	1.87%	13
2018 Q4	$24.9M	Buy	99,821 +1,882	+2%	+$497K	3.37%	8
2018 Q3	$26.1M	Buy	97,939 +27,939	+40%	+$7.27M	1.76%	13
2018 Q2	$17.2M	Sell	70,000 -10,000	-13%	-$2.4M	1.91%	13
2018 Q1	$17.1M	Hold	80,000	–	–	2.42%	10
2017 Q4	$17.6M	Hold	80,000	–	–	2.31%	6
2017 Q3	$15.7M	Buy	80,000 +10,000	+14%	+$1.93M	2.13%	9
2017 Q2	$13M	Buy	70,000 +5,000	+8%	+$877K	1.77%	21
2017 Q1	$10.7M	Buy	65,000 +33,000	+103%	+$5.4M	2.07%	14
2016 Q4	$5.12M	Buy	+32,000	New	+$4.78M	1.09%	42

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Partners Public Asset Management's UNH Position: Q2 2023 in Review

Summit Partners Public Asset Management sold out of UnitedHealth (UNH) in Q2 2023, closing a stake of 28,583 shares — an estimated $13.5M sold.

Summit Partners Public Asset Management first reported a position in UNH in Q4 2016 and held it in 18 quarters. The position peaked at $34M in Q1 2020. 3,129 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

Summit Partners Public Asset Management reported no remaining UnitedHealth position as of Q2 2023 after selling out during the quarter.
Summit Partners Public Asset Management sold 28,583 UnitedHealth shares in Q2 2023, an estimated $13.5M.
Summit Partners Public Asset Management first reported a position in UnitedHealth in Q4 2016 and held it in 18 quarters.
Summit Partners Public Asset Management's UnitedHealth position peaked at $34M in Q1 2020.
3,129 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on Summit Partners Public Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.