Thames Capital Management’s UnitedHealth UNH Stock Holding History

Thames 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
2023 Q1	–	Sell	-14,253	Closed	-$7.56M	–	31
2022 Q4	$7.56M	Buy	14,253 +8,663	+155%	+$4.59M	3.59%	12
2022 Q3	$2.82M	Buy	+5,590	New	+$2.94M	1.4%	18
2022 Q1	–	Sell	-12,063	Closed	-$6.06M	–	58
2021 Q4	$6.06M	Buy	+12,063	New	+$5.46M	1.16%	35
2019 Q1	–	Sell	-38,930	Closed	-$9.7M	–	35
2018 Q4	$9.7M	Buy	+38,930	New	+$10.3M	4.09%	15

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Thames Capital Management's UNH Position: Q1 2023 in Review

Thames Capital Management sold out of UnitedHealth (UNH) in Q1 2023, closing a stake of 14,253 shares — an estimated $7.56M sold.

Thames Capital Management first reported a position in UNH in Q4 2018 and held it in 4 quarters. The position peaked at $9.7M in Q4 2018. 3,109 funds tracked by Wall St. Rank hold UNH as of Q1 2023.

Thames Capital Management reported no remaining UnitedHealth position as of Q1 2023 after selling out during the quarter.
Thames Capital Management sold 14,253 UnitedHealth shares in Q1 2023, an estimated $7.56M.
Thames Capital Management first reported a position in UnitedHealth in Q4 2018 and held it in 4 quarters.
Thames Capital Management's UnitedHealth position peaked at $9.7M in Q4 2018.
3,109 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2023.

Based on Thames Capital Management's 13F filing for Q1 2023, filed 11 May 2023.