Aristides Capital’s UnitedHealth UNH Stock Holding History

Aristides Capital’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
2025 Q1	–	Sell	-5,800	Closed	-$2.93M	–	343
2024 Q4	$2.93M	Hold	5,800	–	–	0.6%	29
2024 Q3	$3.39M	Buy	+5,800	New	+$3.28M	1.05%	19

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Aristides Capital's UNH Position: Q3 2024 in Review

Aristides Capital sold out of UnitedHealth (UNH) in Q3 2024, closing a stake of 1,000 shares — an estimated $566K sold.

Aristides Capital first reported a position in UNH in Q2 2024 and held it in 1 quarter. The position peaked at $509K in Q2 2024. 3,465 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

Aristides Capital reported no remaining UnitedHealth position as of Q3 2024 after selling out during the quarter.
Aristides Capital sold 1,000 UnitedHealth shares in Q3 2024, an estimated $566K.
Aristides Capital first reported a position in UnitedHealth in Q2 2024 and held it in 1 quarter.
Aristides Capital's UnitedHealth position peaked at $509K in Q2 2024.
3,465 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Aristides Capital's 13F filing for Q3 2024, filed 14 Nov 2024.