TradeLink Capital’s UnitedHealth UNH Stock Holding History

TradeLink Capital’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
2024 Q3	–	Sell	-1,400	Closed	-$713K	–	78
2024 Q2	$713K	Buy	+1,400	New	+$686K	2.06%	10
2016 Q3	–	Sell	-1,805	Closed	-$255K	–	123
2016 Q2	$255K	Buy	+1,805	New	+$241K	1.21%	26
2015 Q4	–	Sell	-4,517	Closed	-$524K	–	145
2015 Q3	$524K	Buy	4,517 +2,560	+131%	+$306K	1.3%	10
2015 Q2	$239K	Buy	1,957 +8	+0.4%	+$946	0.36%	77
2015 Q1	$230K	Sell	1,949 -772	-28%	-$85.7K	0.59%	53
2014 Q4	$275K	Sell	2,721 -703	-21%	-$66.6K	0.37%	52
2014 Q3	$295K	Buy	3,424 +624	+22%	+$52.7K	0.47%	26
2014 Q2	$229K	Buy	+2,800	New	+$220K	0.21%	131
2013 Q3	–	Sell	-9,800	Closed	-$642K	–	400
2013 Q2	$642K	Buy	+9,800	New	+$610K	0.2%	82

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TradeLink Capital's UNH Position: Q3 2024 in Review

TradeLink Capital sold out of UnitedHealth (UNH) in Q3 2024, closing a stake of 1,400 shares — an estimated $713K sold.

TradeLink Capital first reported a position in UNH in Q2 2013 and held it in 9 quarters. The position peaked at $713K in Q2 2024. 3,471 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

TradeLink Capital reported no remaining UnitedHealth position as of Q3 2024 after selling out during the quarter.
TradeLink Capital sold 1,400 UnitedHealth shares in Q3 2024, an estimated $713K.
TradeLink Capital first reported a position in UnitedHealth in Q2 2013 and held it in 9 quarters.
TradeLink Capital's UnitedHealth position peaked at $713K in Q2 2024.
3,471 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on TradeLink Capital's 13F filing for Q3 2024, filed 12 Nov 2024.