AAMA
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Advanced Asset Management Advisors’s UnitedHealth UNH Stock Holding History

Advanced Asset Management 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
Q4 		– Sell
-19,700
Closed -$10M – 87
2024
Q3 		$10M Hold
19,700
– – 2.68% 12
2024
Q2 		$10M Hold
19,700
– – 2.67% 12
2024
Q1 		$9.75M Sell
19,700
-40
-0.2% -$20.3K 2.41% 13
2023
Q4 		$10.4M Hold
19,740
– – 2.47% 10
2023
Q3 		$9.95M Hold
19,740
– – 2.38% 12
2023
Q2 		$9.49M Hold
19,740
– – 2.2% 14
2023
Q1 		$9.33M Buy
19,740
+85
+0.4% +$41K 2.27% 12
2022
Q4 		$10.4M Hold
19,655
– – 2.61% 7
2022
Q3 		$9.93M Buy
19,655
+85
+0.4% +$44.7K 2.72% 7
2022
Q2 		$10.1M Hold
19,570
– – 2.58% 7
2022
Q1 		$9.98M Hold
19,570
– – 2.19% 11
2021
Q4 		$9.83M Buy
19,570
+170
+0.9% +$77K 2.04% 12
2021
Q3 		$7.58M Hold
19,400
– – 1.63% 17
2021
Q2 		$7.77M Hold
19,400
– – 1.64% 17
2021
Q1 		$7.22M Hold
19,400
– – 1.61% 15
2020
Q4 		$6.8M Hold
19,400
– – 1.59% 18
2020
Q3 		$6.05M Hold
19,400
– – 1.61% 16
2020
Q2 		$5.72M Hold
19,400
– – 1.68% 16
2020
Q1 		$4.84M Buy
19,400
+9,000
+87% +$2.48M 1.68% 11
2019
Q4 		$3.06M Hold
10,400
– – 0.92% 34
2019
Q3 		$2.26M Hold
10,400
– – 0.73% 43
2019
Q2 		$2.54M Buy
10,400
+2,995
+40% +$720K 0.88% 32
2019
Q1 		$1.83M Buy
7,405
+5
+0.1% +$1.27K 0.65% 38
2018
Q4 		$1.84M Hold
7,400
– – 0.59% 43
2018
Q3 		$1.97M Hold
7,400
– – 0.71% 23
2018
Q2 		$1.82M Hold
7,400
– – 0.59% 36
2018
Q1 		$1.58M Hold
7,400
– – 0.53% 43
2017
Q4 		$1.63M Buy
+7,400
New +$1.57M 0.54% 44

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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

Advanced Asset Management Advisors's UNH Position: Q4 2024 in Review

Advanced Asset Management Advisors sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 19,700 shares — an estimated $10M sold.

Advanced Asset Management Advisors first reported a position in UNH in Q4 2017 and held it in 28 quarters. The position peaked at $10.4M in Q4 2022. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Advanced Asset Management Advisors reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
  • Advanced Asset Management Advisors sold 19,700 UnitedHealth shares in Q4 2024, an estimated $10M.
  • Advanced Asset Management Advisors first reported a position in UnitedHealth in Q4 2017 and held it in 28 quarters.
  • Advanced Asset Management Advisors's UnitedHealth position peaked at $10.4M in Q4 2022.
  • 3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Advanced Asset Management Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.