AlphaCentric Advisors’s UnitedHealth UNH Stock Holding History

AlphaCentric 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	$3.6M	Buy	+7,123	New	+$4.05M	3.6%	2
2023 Q2	–	Sell	-520	Closed	-$246K	–	279
2023 Q1	$246K	Sell	520 -10	-2%	-$4.83K	0.17%	129
2022 Q4	$281K	Buy	530 +109	+26%	+$57.7K	0.28%	104
2022 Q3	$213K	Buy	+421	New	+$221K	0.22%	102
2021 Q4	–	Sell	-402	Closed	-$157K	–	273
2021 Q3	$157K	Buy	402 +1	+0.2%	+$414	0.04%	131
2021 Q2	$161K	Buy	401 +51	+15%	+$20.3K	0.04%	127
2021 Q1	$130K	Sell	350 -10	-3%	-$3.46K	0.04%	126
2020 Q4	$126K	Buy	360 +315	+700%	+$106K	0.05%	100
2020 Q3	$14K	Hold	45	–	–	0.01%	150
2020 Q2	$13K	Buy	+45	New	+$12.9K	0.01%	130

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

AlphaCentric Advisors's UNH Position: Q4 2024 in Review

AlphaCentric Advisors opened a new position in UnitedHealth (UNH) in Q4 2024: 7,123 shares worth $3.6M. The stake represents 3.6% of the portfolio and ranks #2 among its holdings. This is a return to the name: AlphaCentric Advisors previously reported a position in UNH as recently as Q1 2023.

AlphaCentric Advisors first reported a position in UNH in Q2 2020 and has held it in 10 quarters since. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

AlphaCentric Advisors held 7,123 shares of UnitedHealth worth $3.6M as of Q4 2024.
UnitedHealth was a new AlphaCentric Advisors position in Q4 2024.
UnitedHealth made up 3.6% of AlphaCentric Advisors's portfolio in Q4 2024, its #2 holding.
AlphaCentric Advisors first reported a position in UnitedHealth in Q2 2020 and has held it in 10 quarters since.
3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

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