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Triasima Portfolio Management’s UnitedHealth UNH Stock Holding History

Triasima Portfolio 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
Q3 		– Sell
-2,060
Closed -$1.31M – 155
2023
Q2 		$1.31M Sell
2,060
-4,380
-68% -$2.14M 0.08% 92
2023
Q1 		$3.04M Sell
6,440
-11,018
-63% -$5.32M 0.25% 62
2022
Q4 		$9.26M Sell
17,458
-2,315
-12% -$1.23M 0.71% 33
2022
Q3 		$9.99M Buy
19,773
+166
+0.8% +$87.3K 0.81% 31
2022
Q2 		$10.1M Buy
19,607
+660
+3% +$331K 0.71% 32
2022
Q1 		$9.66M Buy
18,947
+4,333
+30% +$2.09M 0.46% 41
2021
Q4 		$7.34M Buy
14,614
+1,994
+16% +$903K 0.35% 40
2021
Q3 		$4.93M Buy
12,620
+1,130
+10% +$468K 0.26% 46
2021
Q2 		$4.6M Buy
11,490
+2,000
+21% +$797K 0.22% 50
2021
Q1 		$3.53M Buy
9,490
+2,575
+37% +$892K 0.18% 60
2020
Q4 		$2.42M Buy
+6,915
New +$2.32M 0.14% 66

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Triasima Portfolio Management's UNH Position: Q3 2023 in Review

Triasima Portfolio Management sold out of UnitedHealth (UNH) in Q3 2023, closing a stake of 2,060 shares — an estimated $1.31M sold.

Triasima Portfolio Management first reported a position in UNH in Q4 2020 and held it in 11 quarters. The position peaked at $10.1M in Q2 2022. 3,138 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

  • Triasima Portfolio Management reported no remaining UnitedHealth position as of Q3 2023 after selling out during the quarter.
  • Triasima Portfolio Management sold 2,060 UnitedHealth shares in Q3 2023, an estimated $1.31M.
  • Triasima Portfolio Management first reported a position in UnitedHealth in Q4 2020 and held it in 11 quarters.
  • Triasima Portfolio Management's UnitedHealth position peaked at $10.1M in Q2 2022.
  • 3,138 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Triasima Portfolio Management's 13F filing for Q3 2023, filed 14 Nov 2023.