Waratah Capital Advisors’s UnitedHealth UNH Stock Holding History

Waratah Capital Advisors’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	-5,122	Closed	-$2.46M	–	186
2023 Q2	$2.46M	Buy	5,122 +923	+22%	+$451K	0.05%	98
2023 Q1	$1.98M	Buy	4,199 +2,890	+221%	+$1.39M	0.04%	120
2022 Q4	$694K	Buy	+1,309	New	+$693K	0.01%	158
2021 Q2	–	Sell	-1,286	Closed	-$478K	–	326
2021 Q1	$478K	Buy	+1,286	New	+$446K	0.01%	198

Other funds holding UNH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Waratah Capital Advisors's UNH Position: Q3 2023 in Review

Waratah Capital Advisors sold out of UnitedHealth (UNH) in Q3 2023, closing a stake of 5,122 shares — an estimated $2.46M sold.

Waratah Capital Advisors first reported a position in UNH in Q1 2021 and held it in 4 quarters. The position peaked at $2.46M in Q2 2023. 3,138 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

Waratah Capital Advisors reported no remaining UnitedHealth position as of Q3 2023 after selling out during the quarter.
Waratah Capital Advisors sold 5,122 UnitedHealth shares in Q3 2023, an estimated $2.46M.
Waratah Capital Advisors first reported a position in UnitedHealth in Q1 2021 and held it in 4 quarters.
Waratah Capital Advisors's UnitedHealth position peaked at $2.46M in Q2 2023.
3,138 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Waratah Capital Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.