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C2C Wealth Management’s UnitedHealth UNH Stock Holding History

C2C Wealth 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
-500
Closed -$262K – 106
2023
Q4 		$262K Sell
500
-90
-15% -$48K 0.22% 90
2023
Q3 		$302K Sell
590
-9
-2% -$4.43K 0.04% 198
2023
Q2 		$290K Sell
599
-31
-5% -$15.2K 0.04% 204
2023
Q1 		$328K Buy
+630
New +$304K 0.05% 189
2022
Q3 		– Sell
-496
Closed -$265K – 188
2022
Q2 		$265K Buy
496
+9
+2% +$4.52K 0.05% 153
2022
Q1 		$264K Sell
487
-89
-15% -$42.9K 0.04% 162
2021
Q4 		$289K Buy
+576
New +$261K 0.04% 175

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

C2C Wealth Management's UNH Position: Q1 2024 in Review

C2C Wealth Management sold out of UnitedHealth (UNH) in Q1 2024, closing a stake of 500 shares — an estimated $262K sold.

C2C Wealth Management first reported a position in UNH in Q4 2021 and held it in 7 quarters. The position peaked at $328K in Q1 2023. 3,374 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

  • C2C Wealth Management reported no remaining UnitedHealth position as of Q1 2024 after selling out during the quarter.
  • C2C Wealth Management sold 500 UnitedHealth shares in Q1 2024, an estimated $262K.
  • C2C Wealth Management first reported a position in UnitedHealth in Q4 2021 and held it in 7 quarters.
  • C2C Wealth Management's UnitedHealth position peaked at $328K in Q1 2023.
  • 3,374 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on C2C Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.