AlphaMark Advisors’s UnitedHealth UNH Stock Holding History

AlphaMark 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	$30K	Buy	+60	New	+$34.1K	0.01%	306
2023 Q3	–	Sell	-25	Closed	-$12K	–	770
2023 Q2	$12K	Buy	+25	New	+$12.2K	0.01%	389
2022 Q3	–	Sell	-60	Closed	-$31K	–	733
2022 Q2	$31K	Hold	60	–	–	0.01%	273
2022 Q1	$31K	Hold	60	–	–	0.01%	280
2021 Q4	$30K	Buy	60 +3	+5%	+$1.36K	0.01%	288
2021 Q3	$22K	Buy	57 +7	+14%	+$2.9K	0.01%	321
2021 Q2	$20K	Hold	50	–	–	0.01%	334
2021 Q1	$19K	Hold	50	–	–	0.01%	338
2020 Q4	$18K	Hold	50	–	–	0.01%	310
2020 Q3	$16K	Hold	50	–	–	0.01%	301
2020 Q2	$15K	Sell	50 -15	-23%	-$4.3K	0.01%	309
2020 Q1	$16K	Buy	65 +15	+30%	+$4.13K	0.01%	265
2019 Q4	$15K	Buy	+50	New	+$13.1K	0.01%	296
2013 Q4	–	Sell	-120	Closed	-$9K	–	308
2013 Q3	$9K	Hold	120	–	–	0.01%	252
2013 Q2	$8K	Buy	+120	New	+$7.47K	﹤0.01%	314

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

AlphaMark Advisors's UNH Position: Q4 2024 in Review

AlphaMark Advisors opened a new position in UnitedHealth (UNH) in Q4 2024: 60 shares worth $30K. The stake represents 0.01% of the portfolio and ranks #306 among its holdings. This is a return to the name: AlphaMark Advisors previously reported a position in UNH as recently as Q2 2023.

AlphaMark Advisors first reported a position in UNH in Q2 2013 and has held it in 15 quarters since. The position peaked at $31K in Q2 2022. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

AlphaMark Advisors held 60 shares of UnitedHealth worth $30K as of Q4 2024.
UnitedHealth was a new AlphaMark Advisors position in Q4 2024.
UnitedHealth made up 0.01% of AlphaMark Advisors's portfolio in Q4 2024, its #306 holding.
AlphaMark Advisors first reported a position in UnitedHealth in Q2 2013 and has held it in 15 quarters since.
AlphaMark Advisors's UnitedHealth position peaked at $31K in Q2 2022.
3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on AlphaMark Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.