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Benson Investment Management Company’s UnitedHealth UNH Stock Holding History

Benson Investment Management Company’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
-8,789
Closed -$4.63M – 56
2023
Q4 		$4.63M Buy
8,789
+54
+0.6% +$28.8K 2.37% 14
2023
Q3 		$4.4M Buy
8,735
+6
+0.1% +$2.95K 2.47% 8
2023
Q2 		$4.2M Buy
8,729
+37
+0.4% +$18.1K 2.33% 15
2023
Q1 		$4.11M Hold
8,692
– – 2.35% 14
2022
Q4 		$4.61M Sell
8,692
-55
-0.6% -$29.1K 2.72% 6
2022
Q3 		$4.42M Sell
8,747
-9
-0.1% -$4.73K 3.11% 5
2022
Q2 		$4.48M Sell
8,756
-1,689
-16% -$848K 2.79% 7
2022
Q1 		$5.33M Buy
10,445
+25
+0.2% +$12.1K 2.67% 6
2021
Q4 		$5.23M Sell
10,420
-2,720
-21% -$1.23M 2.54% 12
2021
Q3 		$5.13M Buy
13,140
+18
+0.1% +$7.46K 2.64% 7
2021
Q2 		$5.25M Buy
13,122
+150
+1% +$59.8K 2.68% 7
2021
Q1 		$4.83M Sell
12,972
-68
-0.5% -$23.6K 2.81% 9
2020
Q4 		$4.57M Sell
13,040
-5
-0% -$1.68K 2.79% 15
2020
Q3 		$4.07M Sell
13,045
-45
-0.3% -$13.8K 2.61% 12
2020
Q2 		$3.86M Sell
13,090
-15
-0.1% -$4.3K 2.66% 11
2020
Q1 		$3.27M Sell
13,105
-900
-6% -$248K 2.62% 16
2019
Q4 		$4.12M Hold
14,005
– – 2.65% 12
2019
Q3 		$3.04M Buy
14,005
+2,330
+20% +$562K 2.19% 30
2019
Q2 		$2.85M Sell
11,675
-220
-2% -$52.9K 2.14% 32
2019
Q1 		$2.94M Buy
11,895
+110
+0.9% +$28.1K 2.27% 29
2018
Q4 		$2.94M Sell
11,785
-165
-1% -$43.6K 2.49% 16
2018
Q3 		$3.18M Sell
11,950
-2,040
-15% -$531K 2.39% 16
2018
Q2 		$3.43M Sell
13,990
-25
-0.2% -$6K 2.7% 9
2018
Q1 		$3M Sell
14,015
-570
-4% -$130K 2.43% 11
2017
Q4 		$3.21M Sell
14,585
-15
-0.1% -$3.18K 2.39% 9
2017
Q3 		$2.86M Sell
14,600
-485
-3% -$93.7K 2.35% 9
2017
Q2 		$2.8M Buy
+15,085
New +$2.65M 2.52% 8

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Benson Investment Management Company's UNH Position: Q1 2024 in Review

Benson Investment Management Company sold out of UnitedHealth (UNH) in Q1 2024, closing a stake of 8,789 shares — an estimated $4.63M sold.

Benson Investment Management Company first reported a position in UNH in Q2 2017 and held it in 27 quarters. The position peaked at $5.33M in Q1 2022. 3,375 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

  • Benson Investment Management Company reported no remaining UnitedHealth position as of Q1 2024 after selling out during the quarter.
  • Benson Investment Management Company sold 8,789 UnitedHealth shares in Q1 2024, an estimated $4.63M.
  • Benson Investment Management Company first reported a position in UnitedHealth in Q2 2017 and held it in 27 quarters.
  • Benson Investment Management Company's UnitedHealth position peaked at $5.33M in Q1 2022.
  • 3,375 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Benson Investment Management Company's 13F filing for Q1 2024, filed 11 Apr 2024.