Hardman Johnston Global Equity Strategy sold UnitedHealth Group due to potential risks and negative news

From Yahoo Finance: 2025-07-01 07:37:00

Hardman Johnston Global Advisors released its Q1 2025 investor letter, showing a 0.43% return, outperforming the MSCI AC World Net Index. Top sector contributors were Industrials and Consumer Discretionary, while Information Technology and Energy detracted. Europe was a strong regional performer, with emerging markets detracting.

UnitedHealth Group Incorporated (NYSE: UNH) was highlighted in the letter as a diversified healthcare company. The stock had a one-month return of 3.57% and closed at $311.97 per share on June 30, 2025. Hardman Johnston Global Equity Strategy liquidated its position in UNH due to potential risks and negative news cycles.

UNH is the 18th most popular stock among hedge funds. 139 hedge fund portfolios held UNH at the end of Q1 2025. While UNH has investment potential, AI stocks are seen as having greater promise for higher returns. Investors are encouraged to explore undervalued AI stocks for potential gains.



Read more at Yahoo Finance: Here’s Why Hardman Johnston Global Equity Strategy Sold UnitedHealth Group Incorporated (UNH)