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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

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return