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Abacus FCF Advisors’s UnitedHealth UNH Stock Holding History

Abacus FCF 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
2024
Q2 		– Sell
-3,078
Closed -$1.52M – 184
2024
Q1 		$1.52M Sell
3,078
-14,106
-82% -$7.17M 0.38% 94
2023
Q4 		$9.05M Buy
17,184
+7,679
+81% +$4.1M 2.63% 4
2023
Q3 		$4.79M Buy
9,505
+1,545
+19% +$760K 2.55% 4
2023
Q2 		$3.83M Buy
7,960
+739
+10% +$361K 1.93% 6
2023
Q1 		$3.41M Buy
7,221
+1,484
+26% +$716K 1.83% 5
2022
Q4 		$3.04M Buy
5,737
+1,012
+21% +$536K 1.98% 4
2022
Q3 		$2.39M Sell
4,725
-340
-7% -$179K 1.64% 5
2022
Q2 		$2.6M Sell
5,065
-204
-4% -$102K 1.59% 6
2022
Q1 		$2.69M Buy
5,269
+131
+3% +$63.2K 0.9% 23
2021
Q4 		$2.58M Hold
5,138
– – 1.27% 13
2021
Q3 		$2.09M Hold
5,138
– – 1.01% 22
2021
Q2 		$2.08M Sell
5,138
-374
-7% -$149K 1.06% 19
2021
Q1 		$2.08M Sell
5,512
-1,322
-19% -$458K 1.06% 20
2020
Q4 		$2.33M Sell
6,834
-630
-8% -$211K 1.36% 16
2020
Q3 		$2.45M Buy
7,464
+498
+7% +$153K 1.31% 14
2020
Q2 		$2.08M Sell
6,966
-310
-4% -$88.8K 1.97% 6
2020
Q1 		$1.76M Buy
+7,276
New +$2M 2.02% 5
2015
Q2 		– Sell
-18,788
Closed -$2.22M – 127
2015
Q1 		$2.22M Buy
+18,788
New +$2.09M 1.09% 5

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

Abacus FCF Advisors's UNH Position: Q2 2024 in Review

Abacus FCF Advisors sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 3,078 shares — an estimated $1.52M sold.

Abacus FCF Advisors first reported a position in UNH in Q1 2015 and held it in 18 quarters. The position peaked at $9.05M in Q4 2023. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

  • Abacus FCF Advisors reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
  • Abacus FCF Advisors sold 3,078 UnitedHealth shares in Q2 2024, an estimated $1.52M.
  • Abacus FCF Advisors first reported a position in UnitedHealth in Q1 2015 and held it in 18 quarters.
  • Abacus FCF Advisors's UnitedHealth position peaked at $9.05M in Q4 2023.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Abacus FCF Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.