Ziegler Capital Management’s UnitedHealth UNH Stock Holding History

Ziegler Capital 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
2024 Q1	$44.1M	Sell	89,244 -981	-1%	-$499K	1.68%	7
2023 Q4	$47.5M	Sell	90,225 -465	-0.5%	-$248K	2.16%	6
2023 Q3	$45.7M	Sell	90,690 -418	-0.5%	-$206K	1.83%	6
2023 Q2	$43.8M	Sell	91,108 -728	-0.8%	-$356K	1.67%	6
2023 Q1	$43.4M	Sell	91,836 -339	-0.4%	-$164K	1.71%	6
2022 Q4	$48.9M	Sell	92,175 -2,337	-2%	-$1.24M	2.05%	4
2022 Q3	$47.7M	Sell	94,512 -2,702	-3%	-$1.42M	2.09%	5
2022 Q2	$49.9M	Buy	97,214 +41,753	+75%	+$21M	2.05%	5
2022 Q1	$28.3M	Sell	55,461 -1,640	-3%	-$791K	1.2%	7
2021 Q4	$28.7M	Sell	57,101 -1,519	-3%	-$688K	1.03%	10
2021 Q3	$22.9M	Buy	58,620 +13,023	+29%	+$5.39M	0.83%	14
2021 Q2	$24M	Sell	45,597 -37,417	-45%	-$14.9M	0.8%	16
2021 Q1	$30.9M	Sell	83,014 -1,327	-2%	-$460K	0.97%	12
2020 Q4	$29.6M	Buy	84,341 +34,395	+69%	+$11.5M	0.98%	13
2020 Q3	$15.6M	Sell	49,946 -48,516	-49%	-$14.9M	0.6%	39
2020 Q2	$29M	Sell	98,462 -41,599	-30%	-$11.9M	0.93%	17
2020 Q1	$39.6M	Buy	+140,061	New	+$38.5M	1.06%	16
2013 Q3	$3.14M	Buy	43,811 +11,864	+37%	+$849K	0.27%	105
2013 Q2	$2.09M	Buy	+31,947	New	+$1.99M	0.22%	138

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

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

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

Ziegler Capital Management's UNH Position: Q1 2024 in Review

Ziegler Capital Management reduced its UnitedHealth (UNH) stake by 1.1% in Q1 2024, selling an estimated $499K and leaving 89,244 shares worth $44.1M. The position accounts for 1.68% of the portfolio, ranked #7.

Ziegler Capital Management first reported a position in UNH in Q2 2013 and has held it in 19 quarters since. The position peaked at $49.9M in Q2 2022. 3,375 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

Ziegler Capital Management held 89,244 shares of UnitedHealth worth $44.1M as of Q1 2024.
Ziegler Capital Management sold 981 UnitedHealth shares in Q1 2024, an estimated $499K.
UnitedHealth made up 1.68% of Ziegler Capital Management's portfolio in Q1 2024, its #7 holding.
Ziegler Capital Management first reported a position in UnitedHealth in Q2 2013 and has held it in 19 quarters since.
Ziegler Capital Management's UnitedHealth position peaked at $49.9M in Q2 2022.
3,375 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Ziegler Capital Management's 13F filing for Q1 2024, filed 15 May 2024.