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Bey-Douglas LLC’s UnitedHealth UNH Stock Holding History

Bey-Douglas LLC’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 		– Sell
-7,070
Closed -$4.13M – 43
2024
Q3 		$4.13M Sell
7,070
-39
-0.5% -$22.1K 3.63% 15
2024
Q2 		$3.66M Buy
7,109
+10
+0.1% +$4.9K 3.39% 15
2024
Q1 		$3.51M Sell
7,099
-62
-0.9% -$31.5K 3.36% 15
2023
Q4 		$3.77M Buy
+7,161
New +$3.82M 3.87% 14

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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

Bey-Douglas LLC's UNH Position: Q4 2024 in Review

Bey-Douglas LLC sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 7,070 shares — an estimated $4.13M sold.

Bey-Douglas LLC first reported a position in UNH in Q4 2023 and held it in 4 quarters. The position peaked at $4.13M in Q3 2024. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Bey-Douglas LLC reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
  • Bey-Douglas LLC sold 7,070 UnitedHealth shares in Q4 2024, an estimated $4.13M.
  • Bey-Douglas LLC first reported a position in UnitedHealth in Q4 2023 and held it in 4 quarters.
  • Bey-Douglas LLC's UnitedHealth position peaked at $4.13M in Q3 2024.
  • 3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Bey-Douglas LLC's 13F filing for Q4 2024, filed 30 Jan 2025.