TIMH
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Tilt Investment Management Holdings’s UnitedHealth UNH Stock Holding History

Tilt Investment Management Holdings’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
Q4 		$2M Sell
3,801
-1,125
-23% -$600K 2.16% 7
2023
Q3 		$2.48M Hold
4,926
– – 1.77% 6
2023
Q2 		$2.37M Hold
4,926
– – 1.57% 9
2023
Q1 		$2.37M Buy
4,926
+632
+15% +$305K 1.76% 8
2022
Q4 		$2.28M Buy
+4,294
New +$2.27M 1.93% 8

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tilt Investment Management Holdings's UNH Position: Q4 2023 in Review

Tilt Investment Management Holdings reduced its UnitedHealth (UNH) stake by 23% in Q4 2023, selling an estimated $600K and leaving 3,801 shares worth $2M. The position accounts for 2.16% of the portfolio, ranked #7.

Tilt Investment Management Holdings first reported a position in UNH in Q4 2022 and has held it in 5 quarters since. The position peaked at $2.48M in Q3 2023. 3,412 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

  • Tilt Investment Management Holdings held 3,801 shares of UnitedHealth worth $2M as of Q4 2023.
  • Tilt Investment Management Holdings sold 1,125 UnitedHealth shares in Q4 2023, an estimated $600K.
  • UnitedHealth made up 2.16% of Tilt Investment Management Holdings's portfolio in Q4 2023, its #7 holding.
  • Tilt Investment Management Holdings first reported a position in UnitedHealth in Q4 2022 and has held it in 5 quarters since.
  • Tilt Investment Management Holdings's UnitedHealth position peaked at $2.48M in Q3 2023.
  • 3,412 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on Tilt Investment Management Holdings's 13F filing for Q4 2023, filed 31 Jan 2024.