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Bosun Asset Management’s UnitedHealth UNH Stock Holding History

Bosun Asset 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
Q4 		– Sell
-503
Closed -$294K – 221
2024
Q3 		$294K Buy
503
+10
+2% +$5.66K 0.14% 154
2024
Q2 		$251K Buy
493
+3
+0.6% +$1.47K 0.15% 131
2024
Q1 		$242K Hold
490
– – 0.14% 168
2023
Q4 		$258K Buy
+490
New +$261K 0.26% 72
2023
Q3 		– Sell
-300
Closed -$144K – 190
2023
Q2 		$144K Buy
+300
New +$147K 0.14% 109

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

Bosun Asset Management's UNH Position: Q4 2024 in Review

Bosun Asset Management sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 503 shares — an estimated $294K sold.

Bosun Asset Management first reported a position in UNH in Q2 2023 and held it in 5 quarters. The position peaked at $294K in Q3 2024. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Bosun Asset Management reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
  • Bosun Asset Management sold 503 UnitedHealth shares in Q4 2024, an estimated $294K.
  • Bosun Asset Management first reported a position in UnitedHealth in Q2 2023 and held it in 5 quarters.
  • Bosun Asset Management's UnitedHealth position peaked at $294K in Q3 2024.
  • 3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Bosun Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.