AJOVista’s UnitedHealth UNH Stock Holding History

AJOVista’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 Q3	–	Sell	-514	Closed	-$262K	–	172
2024 Q2	$262K	Buy	514 +43	+9%	+$21.1K	0.75%	28
2024 Q1	$233K	Buy	471 +2	+0.4%	+$1.02K	0.63%	41
2023 Q4	$247K	Buy	+469	New	+$250K	0.31%	42

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

AJOVista's UNH Position: Q3 2024 in Review

AJOVista sold out of UnitedHealth (UNH) in Q3 2024, closing a stake of 514 shares — an estimated $262K sold.

AJOVista first reported a position in UNH in Q4 2023 and held it in 3 quarters. The position peaked at $262K in Q2 2024. 3,465 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

AJOVista reported no remaining UnitedHealth position as of Q3 2024 after selling out during the quarter.
AJOVista sold 514 UnitedHealth shares in Q3 2024, an estimated $262K.
AJOVista first reported a position in UnitedHealth in Q4 2023 and held it in 3 quarters.
AJOVista's UnitedHealth position peaked at $262K in Q2 2024.
3,465 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on AJOVista's 13F filing for Q3 2024, filed 12 Nov 2024.