SCM
Suvretta Capital Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.2M | Buy |
68,000
+38,100
| +127% | +$11.9M | 0.64% | 38 |
|
|
2025
Q1 | $15.7M | Sell |
29,900
-45,298
| -60% | -$23.7M | 0.58% | 45 |
|
|
2024
Q4 | $38M | Sell |
75,198
-71,647
| -49% | -$36.2M | 1.3% | 26 |
|
|
2024
Q3 | $85.9M | Sell |
146,845
-14,623
| -9% | -$8.55M | 2.75% | 7 |
|
|
2024
Q2 | $82.2M | Buy |
161,468
+146,345
| +968% | +$74.5M | 3.02% | 9 |
|
|
2024
Q1 | $7.48M | Buy |
15,123
+2,300
| +18% | +$1.14M | 0.28% | 54 |
|
|
2023
Q4 | $6.75M | Sell |
12,823
-14,400
| -53% | -$7.58M | 0.31% | 50 |
|
|
2023
Q3 | $13.7M | Buy |
27,223
+14,400
| +112% | +$7.26M | 0.74% | 41 |
|
|
2023
Q2 | $6.16M | Sell |
12,823
-152,341
| -92% | -$73.2M | 0.33% | 57 |
|
|
2023
Q1 | $78.1M | Sell |
165,164
-91,550
| -36% | -$43.3M | 3.3% | 4 |
|
|
2022
Q4 | $136M | Buy |
256,714
+15,717
| +7% | +$8.33M | 5.72% | 1 |
|
|
2022
Q3 | $122M | Hold |
240,997
| – | – | 5.05% | 1 |
|
|
2022
Q2 | $124M | Hold |
240,997
| – | – | 4.71% | 2 |
|
|
2022
Q1 | $123M | Sell |
240,997
-215,793
| -47% | -$110M | 3.75% | 4 |
|
|
2021
Q4 | $229M | Sell |
456,790
-258,323
| -36% | -$130M | 4.44% | 3 |
|
|
2021
Q3 | $279M | Buy |
715,113
+23,300
| +3% | +$9.1M | 4.71% | 3 |
|
|
2021
Q2 | $277M | Buy |
691,813
+138,413
| +25% | +$55.4M | 4.14% | 3 |
|
|
2021
Q1 | $206M | Sell |
553,400
-178,476
| -24% | -$66.4M | 3.05% | 9 |
|
|
2020
Q4 | $257M | Buy |
731,876
+404,006
| +123% | +$142M | 3.66% | 3 |
|
|
2020
Q3 | $102M | Buy |
327,870
+390
| +0.1% | +$122K | 1.84% | 22 |
|
|
2020
Q2 | $96.6M | Sell |
327,480
-205,610
| -39% | -$60.6M | 2.08% | 19 |
|
|
2020
Q1 | $133M | Buy |
533,090
+91,050
| +21% | +$22.7M | 3.59% | 9 |
|
|
2019
Q4 | $130M | Buy |
+442,040
| New | +$130M | 2.95% | 14 |
|
|
2018
Q1 | – | Sell |
-529,545
| Closed | -$117M | – | 32 |
|
|
2017
Q4 | $117M | Buy |
+529,545
| New | +$117M | 2.76% | 14 |
|
|
2017
Q3 | – | Sell |
-671,970
| Closed | -$125M | – | 22 |
|
|
2017
Q2 | $125M | Buy |
671,970
+235,430
| +54% | +$43.7M | 3.86% | 12 |
|
|
2017
Q1 | $71.6M | Buy |
436,540
+132,840
| +44% | +$21.8M | 2.23% | 15 |
|
|
2016
Q4 | $48.6M | Buy |
+303,700
| New | +$48.6M | 1.26% | 20 |
|