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Tekla Capital Management’s UnitedHealth UNH Stock Holding History

Tekla 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
2015
Q4 		– Sell
-89,700
Closed -$10.4M – 155
2015
Q3 		$10.4M Buy
+89,700
New +$10.7M 0.37% 56

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tekla Capital Management's UNH Position: Q2 2023 in Review

Tekla Capital Management reduced its UnitedHealth (UNH) stake by 12% in Q2 2023, selling an estimated $13.3M and leaving 206,961 shares worth $99.5M. The position accounts for 3.89% of the portfolio, ranked #7.

Tekla Capital Management first reported a position in UNH in Q2 2013 and has held it in 38 quarters since. The position peaked at $168M in Q1 2022. 3,130 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

  • Tekla Capital Management held 206,961 shares of UnitedHealth worth $99.5M as of Q2 2023.
  • Tekla Capital Management sold 27,212 UnitedHealth shares in Q2 2023, an estimated $13.3M.
  • UnitedHealth made up 3.89% of Tekla Capital Management's portfolio in Q2 2023, its #7 holding.
  • Tekla Capital Management first reported a position in UnitedHealth in Q2 2013 and has held it in 38 quarters since.
  • Tekla Capital Management's UnitedHealth position peaked at $168M in Q1 2022.
  • 3,130 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on Tekla Capital Management's 13F filing for Q2 2023, filed 10 Aug 2023.