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Beck Capital Management’s UnitedHealth UNH Stock Holding History

Beck Capital Management’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
Q1 		– Sell
-2,708
Closed -$1.43M – 113
2023
Q4 		$1.43M Buy
+2,708
New +$1.44M 0.49% 75
2023
Q2 		– Sell
-1,447
Closed -$684K – 129
2023
Q1 		$684K Sell
1,447
-1,877
-56% -$906K 0.29% 94
2022
Q4 		$1.76M Buy
+3,324
New +$1.76M 0.74% 62
2017
Q1 		– Sell
-7,912
Closed -$1.27M – 106
2016
Q4 		$1.27M Sell
7,912
-809
-9% -$121K 0.71% 53
2016
Q3 		$1.22M Sell
8,721
-570
-6% -$79.8K 0.74% 47
2016
Q2 		$1.31M Sell
9,291
-149
-2% -$19.9K 0.84% 48
2016
Q1 		$1.22M Buy
9,440
+40
+0.4% +$4.73K 0.84% 40
2015
Q4 		$1.11M Sell
9,400
-159
-2% -$18.6K 0.65% 50
2015
Q3 		$1.11M Sell
9,559
-70
-0.7% -$8.38K 0.77% 46
2015
Q2 		$1.18M Sell
9,629
-119
-1% -$14.1K 0.63% 51
2015
Q1 		$1.15M Sell
9,748
-685
-7% -$76.1K 0.66% 47
2014
Q4 		$1.05M Sell
10,433
-369
-3% -$35K 0.62% 47
2014
Q3 		$918K Sell
10,802
-245
-2% -$20.7K 0.65% 49
2014
Q2 		$903K Sell
11,047
-464
-4% -$36.5K 0.6% 57
2014
Q1 		$942K Sell
11,511
-80
-0.7% -$6.02K 0.72% 50
2013
Q4 		$826K Buy
+11,591
New +$833K 0.66% 51

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Beck Capital Management's UNH Position: Q1 2024 in Review

Beck Capital Management sold out of UnitedHealth (UNH) in Q1 2024, closing a stake of 2,708 shares — an estimated $1.43M sold.

Beck Capital Management first reported a position in UNH in Q4 2013 and held it in 16 quarters. The position peaked at $1.76M in Q4 2022. 3,382 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

  • Beck Capital Management reported no remaining UnitedHealth position as of Q1 2024 after selling out during the quarter.
  • Beck Capital Management sold 2,708 UnitedHealth shares in Q1 2024, an estimated $1.43M.
  • Beck Capital Management first reported a position in UnitedHealth in Q4 2013 and held it in 16 quarters.
  • Beck Capital Management's UnitedHealth position peaked at $1.76M in Q4 2022.
  • 3,382 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Beck Capital Management's 13F filing for Q1 2024, filed 15 May 2024.