Capital Investment Services of America’s UnitedHealth UNH Stock Holding History

Capital Investment Services of America’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	-444	Closed	-$226K	–	78
2024 Q2	$226K	Hold	444	–	–	0.02%	73
2024 Q1	$220K	Sell	444 -178	-29%	-$90.5K	0.02%	73
2023 Q4	$327K	Buy	622 +5	+0.8%	+$2.67K	0.03%	67
2023 Q3	$311K	Sell	617 -153	-20%	-$75.3K	0.04%	64
2023 Q2	$370K	Buy	770 +162	+27%	+$79.2K	0.04%	62
2023 Q1	$287K	Hold	608	–	–	0.03%	63
2022 Q4	$322K	Sell	608 -35	-5%	-$18.5K	0.04%	63
2022 Q3	$325K	Sell	643 -55	-8%	-$28.9K	0.04%	64
2022 Q2	$359K	Sell	698 -187	-21%	-$93.9K	0.05%	63
2022 Q1	$444K	Hold	885	–	–	0.04%	64
2021 Q4	$444K	Hold	885	–	–	0.04%	64
2021 Q3	$346K	Hold	885	–	–	0.03%	66
2021 Q2	$354K	Hold	885	–	–	0.03%	65
2021 Q1	$329K	Buy	885 +200	+29%	+$69.3K	0.03%	65
2020 Q4	$240K	Buy	+685	New	+$230K	0.03%	69

Other funds holding UNH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $1.88T AUM 44.46% 1-Year Est. Return

Capital Investment Services of America's UNH Position: Q3 2024 in Review

Capital Investment Services of America sold out of UnitedHealth (UNH) in Q3 2024, closing a stake of 444 shares — an estimated $226K sold.

Capital Investment Services of America first reported a position in UNH in Q4 2020 and held it in 15 quarters. The position peaked at $444K in Q1 2022. 3,468 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

Capital Investment Services of America reported no remaining UnitedHealth position as of Q3 2024 after selling out during the quarter.
Capital Investment Services of America sold 444 UnitedHealth shares in Q3 2024, an estimated $226K.
Capital Investment Services of America first reported a position in UnitedHealth in Q4 2020 and held it in 15 quarters.
Capital Investment Services of America's UnitedHealth position peaked at $444K in Q1 2022.
3,468 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Capital Investment Services of America's 13F filing for Q3 2024, filed 30 Oct 2024.