Wishbone Management’s UnitedHealth UNH Stock Holding History

Wishbone 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
2022 Q2	–	Sell	-80,000	Closed	-$40.8M	–	8
2022 Q1	$40.8M	Sell	80,000 -137,000	-63%	-$66.1M	8%	8
2021 Q4	$109M	Sell	217,000 -40,000	-16%	-$18.1M	14.83%	2
2021 Q3	$100M	Sell	257,000 -38,000	-13%	-$15.7M	13.86%	2
2021 Q2	$118M	Hold	295,000	–	–	18.23%	3
2021 Q1	$110M	Hold	295,000	–	–	18.43%	3
2020 Q4	$103M	Buy	295,000 +100,000	+51%	+$33.5M	23.68%	1
2020 Q3	$60.8M	Hold	195,000	–	–	12.83%	2
2020 Q2	$57.5M	Buy	195,000 +20,000	+11%	+$5.73M	14.25%	2
2020 Q1	$43.6M	Hold	175,000	–	–	13.09%	3
2019 Q4	$51.4M	Buy	+175,000	New	+$45.8M	11.83%	5

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wishbone Management's UNH Position: Q2 2022 in Review

Wishbone Management sold out of UnitedHealth (UNH) in Q2 2022, closing a stake of 80,000 shares — an estimated $40.8M sold.

Wishbone Management first reported a position in UNH in Q4 2019 and held it in 10 quarters. The position peaked at $118M in Q2 2021. 2,959 funds tracked by Wall St. Rank hold UNH as of Q2 2022.

Wishbone Management reported no remaining UnitedHealth position as of Q2 2022 after selling out during the quarter.
Wishbone Management sold 80,000 UnitedHealth shares in Q2 2022, an estimated $40.8M.
Wishbone Management first reported a position in UnitedHealth in Q4 2019 and held it in 10 quarters.
Wishbone Management's UnitedHealth position peaked at $118M in Q2 2021.
2,959 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2022.

Based on Wishbone Management's 13F filing for Q2 2022, filed 15 Aug 2022.