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Weiss Multi-Strategy Advisers’s UnitedHealth UNH Stock Holding History

Weiss Multi-Strategy Advisers’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
Q1 		– Sell
-15,728
Closed -$8.28M – 452
2023
Q4 		$8.28M Buy
15,728
+5,277
+50% +$2.81M 0.2% 128
2023
Q3 		$5.27M Buy
+10,451
New +$5.14M 0.13% 216
2023
Q2 		– Sell
-19,494
Closed -$9.53M – 761
2023
Q1 		$9.21M Buy
+19,494
New +$9.41M 0.22% 140
2018
Q1 		– Sell
-5,000
Closed -$1.1M – 655
2017
Q4 		$1.1M Hold
5,000
– – 0.03% 431
2017
Q3 		$979K Sell
5,000
-123
-2% -$23.8K 0.04% 379
2017
Q2 		$950K Sell
5,123
-5,940
-54% -$1.04M 0.04% 367
2017
Q1 		$1.81M Buy
11,063
+7
+0.1% +$1.15K 0.07% 303
2016
Q4 		$1.77M Buy
11,056
+3,491
+46% +$521K 0.09% 222
2016
Q3 		$1.06M Sell
7,565
-1,737
-19% -$243K 0.07% 284
2016
Q2 		$1.31M Sell
9,302
-6,209
-40% -$828K 0.1% 235
2016
Q1 		$2M Sell
15,511
-2,621
-14% -$310K 0.09% 265
2015
Q4 		$2.13M Sell
18,132
-2,896
-14% -$338K 0.15% 165
2015
Q3 		$2.44M Buy
21,028
+599
+3% +$71.7K 0.11% 162
2015
Q2 		$2.49M Sell
20,429
-5,471
-21% -$647K 0.1% 216
2015
Q1 		$3.06M Sell
25,900
-4,100
-14% -$455K 0.14% 187
2014
Q4 		$3.03M Sell
30,000
-25,000
-45% -$2.37M 0.1% 178
2014
Q3 		$4.74M Hold
55,000
– – 0.12% 204
2014
Q2 		$4.5M Sell
55,000
-15,160
-22% -$1.19M 0.1% 230
2014
Q1 		$5.75M Buy
70,160
+5,160
+8% +$388K 0.12% 206
2013
Q4 		$4.89M Buy
65,000
+15,000
+30% +$1.08M 0.11% 242
2013
Q3 		$3.58M Sell
50,000
-25,000
-33% -$1.79M 0.08% 263
2013
Q2 		$4.91M Buy
+75,000
New +$4.67M 0.14% 216

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

Weiss Multi-Strategy Advisers's UNH Position: Q1 2024 in Review

Weiss Multi-Strategy Advisers sold out of UnitedHealth (UNH) in Q1 2024, closing a stake of 15,728 shares — an estimated $8.28M sold.

Weiss Multi-Strategy Advisers first reported a position in UNH in Q2 2013 and held it in 22 quarters. The position peaked at $9.21M in Q1 2023. 3,374 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

  • Weiss Multi-Strategy Advisers reported no remaining UnitedHealth position as of Q1 2024 after selling out during the quarter.
  • Weiss Multi-Strategy Advisers sold 15,728 UnitedHealth shares in Q1 2024, an estimated $8.28M.
  • Weiss Multi-Strategy Advisers first reported a position in UnitedHealth in Q2 2013 and held it in 22 quarters.
  • Weiss Multi-Strategy Advisers's UnitedHealth position peaked at $9.21M in Q1 2023.
  • 3,374 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Weiss Multi-Strategy Advisers's 13F filing for Q1 2024.