WI
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Wafra Inc’s UnitedHealth UNH Stock Holding History

Wafra Inc’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
Q2 		– Sell
-24,535
Closed -$12.1M – 58
2024
Q1 		$12.1M Sell
24,535
-12,699
-34% -$6.46M 0.64% 43
2023
Q4 		$19.6M Sell
37,234
-51,695
-58% -$27.6M 1.15% 32
2023
Q3 		$44.8M Buy
+88,929
New +$43.8M 1.5% 22
2020
Q4 		– Sell
-39,241
Closed -$12.2M – 66
2020
Q3 		$12.2M Sell
39,241
-44,769
-53% -$13.8M 0.69% 54
2020
Q2 		$24.8M Buy
+84,010
New +$24.1M 1.57% 25
2018
Q2 		– Sell
-44,592
Closed -$9.54M – 96
2018
Q1 		$9.54M Hold
44,592
– – 0.43% 49
2017
Q4 		$9.83M Sell
44,592
-15,450
-26% -$3.27M 0.45% 45
2017
Q3 		$11.8M Hold
60,042
– – 0.57% 41
2017
Q2 		$11.1M Sell
60,042
-2,243
-4% -$393K 0.56% 43
2017
Q1 		$10.2M Hold
62,285
– – 0.52% 45
2016
Q4 		$9.97M Sell
62,285
-78,470
-56% -$11.7M 0.54% 42
2016
Q3 		$19.7M Hold
140,755
– – 1.47% 13
2016
Q2 		$19.9M Sell
140,755
-77,472
-36% -$10.3M 2.42% 9
2016
Q1 		$28.1M Sell
218,227
-4,434
-2% -$525K 3.2% 4
2015
Q4 		$26.2M Buy
222,661
+34,057
+18% +$3.98M 3.04% 4
2015
Q3 		$21.9M Buy
188,604
+173,304
+1,133% +$20.7M 2.69% 9
2015
Q2 		$1.87M Buy
+15,300
New +$1.81M 0.2% 54

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
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

Wafra Inc's UNH Position: Q2 2024 in Review

Wafra Inc sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 24,535 shares — an estimated $12.1M sold.

Wafra Inc first reported a position in UNH in Q2 2015 and held it in 17 quarters. The position peaked at $44.8M in Q3 2023. 3,395 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

  • Wafra Inc reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
  • Wafra Inc sold 24,535 UnitedHealth shares in Q2 2024, an estimated $12.1M.
  • Wafra Inc first reported a position in UnitedHealth in Q2 2015 and held it in 17 quarters.
  • Wafra Inc's UnitedHealth position peaked at $44.8M in Q3 2023.
  • 3,395 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Wafra Inc's 13F filing for Q2 2024, filed 5 Aug 2024.