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Trium Capital’s UnitedHealth UNH Stock Holding History

Trium 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
Q4 		– Sell
-9,354
Closed -$5.47M – 66
2024
Q3 		$5.47M Sell
9,354
-2,177
-19% -$1.23M 1.56% 11
2024
Q2 		$5.87M Sell
11,531
-4,283
-27% -$2.1M 0.74% 13
2024
Q1 		$7.82M Buy
15,814
+2,434
+18% +$1.24M 2.93% 11
2023
Q4 		$7.04K Buy
13,380
+672
+5% +$358K 0.57% 9
2023
Q3 		$6.41K Buy
12,708
+120
+1% +$59.1K 0.12% 11
2023
Q2 		$6.05K Buy
12,588
+2,312
+22% +$1.13M 1.29% 18
2023
Q1 		$4.86M Buy
10,276
+289
+3% +$139K 1.68% 22
2022
Q4 		$5.29M Buy
+9,987
New +$5.29M 1.95% 20

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Trium Capital's UNH Position: Q4 2024 in Review

Trium Capital sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 9,354 shares — an estimated $5.47M sold.

Trium Capital first reported a position in UNH in Q4 2022 and held it in 8 quarters. The position peaked at $7.82M in Q1 2024. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Trium Capital reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
  • Trium Capital sold 9,354 UnitedHealth shares in Q4 2024, an estimated $5.47M.
  • Trium Capital first reported a position in UnitedHealth in Q4 2022 and held it in 8 quarters.
  • Trium Capital's UnitedHealth position peaked at $7.82M in Q1 2024.
  • 3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Trium Capital's 13F filing for Q4 2024, filed 15 Jan 2025.