Brick & Kyle Associates’s UnitedHealth UNH Stock Holding History

Brick & Kyle Associates’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 Q3	–	Sell	-5,003	Closed	-$2.55M	–	61
2024 Q2	$2.55M	Buy	+5,003	New	+$2.45M	1.05%	35
2017 Q2	–	Sell	-217	Closed	-$36K	–	340
2017 Q1	$36K	Hold	217	–	–	0.03%	211
2016 Q4	$35K	Hold	217	–	–	0.03%	212
2016 Q3	$30K	Buy	217 +17	+9%	+$2.38K	0.02%	227
2016 Q2	$28K	Hold	200	–	–	0.02%	230
2016 Q1	$26K	Hold	200	–	–	0.02%	227
2015 Q4	$24K	Hold	200	–	–	0.02%	231
2015 Q3	$23K	Buy	+200	New	+$23.9K	0.02%	240

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brick & Kyle Associates's UNH Position: Q3 2024 in Review

Brick & Kyle Associates sold out of UnitedHealth (UNH) in Q3 2024, closing a stake of 5,003 shares — an estimated $2.55M sold.

Brick & Kyle Associates first reported a position in UNH in Q3 2015 and held it in 8 quarters. The position peaked at $2.55M in Q2 2024. 3,465 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

Brick & Kyle Associates reported no remaining UnitedHealth position as of Q3 2024 after selling out during the quarter.
Brick & Kyle Associates sold 5,003 UnitedHealth shares in Q3 2024, an estimated $2.55M.
Brick & Kyle Associates first reported a position in UnitedHealth in Q3 2015 and held it in 8 quarters.
Brick & Kyle Associates's UnitedHealth position peaked at $2.55M in Q2 2024.
3,465 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Brick & Kyle Associates's 13F filing for Q3 2024, filed 14 Nov 2024.