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Cary Street Partners Asset Management’s UnitedHealth UNH Stock Holding History

Cary Street Partners 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
Q3 		$470K Buy
803
+36
+5% +$20.4K 0.06% 157
2024
Q2 		$391K Buy
+767
New +$376K 0.06% 165
2023
Q2 		– Sell
-73
Closed -$34.5K – 384
2023
Q1 		$34.5K Sell
73
-80
-52% -$38.6K 0.01% 265
2022
Q4 		$81.1K Sell
153
-32
-17% -$17K 0.02% 228
2022
Q3 		$94K Buy
+185
New +$97.3K 0.02% 188

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
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
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

Cary Street Partners Asset Management's UNH Position: Q3 2024 in Review

Cary Street Partners Asset Management increased its UnitedHealth (UNH) stake by 4.7% in Q3 2024, buying an estimated $20.4K and bringing the position to 803 shares worth $470K. The position accounts for 0.06% of the portfolio, ranked #157.

Cary Street Partners Asset Management first reported a position in UNH in Q3 2022 and has held it in 5 quarters since. 3,466 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • Cary Street Partners Asset Management held 803 shares of UnitedHealth worth $470K as of Q3 2024.
  • Cary Street Partners Asset Management bought 36 UnitedHealth shares in Q3 2024, an estimated $20.4K.
  • UnitedHealth made up 0.06% of Cary Street Partners Asset Management's portfolio in Q3 2024, its #157 holding.
  • Cary Street Partners Asset Management first reported a position in UnitedHealth in Q3 2022 and has held it in 5 quarters since.
  • 3,466 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Cary Street Partners Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.