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Consolidated Capital Management’s UnitedHealth UNH Stock Holding History

Consolidated Capital 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
Q2 		– Sell
-7,139
Closed -$3.53M – 43
2024
Q1 		$3.53M Buy
7,139
+6
+0.1% +$3.05K 1.69% 21
2023
Q4 		$3.76M Buy
7,133
+2,165
+44% +$1.15M 2% 18
2023
Q3 		$2.5M Sell
4,968
-137
-3% -$67.4K 1.33% 29
2023
Q2 		$2.45M Sell
5,105
-38
-0.7% -$18.6K 1.21% 30
2023
Q1 		$2.43M Buy
5,143
+237
+5% +$114K 1.31% 32
2022
Q4 		$2.6M Sell
4,906
-18
-0.4% -$9.54K 1.55% 28
2022
Q3 		$2.49M Buy
+4,924
New +$2.59M 1.56% 26
2020
Q1 		– Sell
-33,660
Closed -$9.89M – 40
2019
Q4 		$9.89M Buy
33,660
+564
+2% +$148K 6.59% 5
2019
Q3 		$7.19M Sell
33,096
-2,556
-7% -$617K 5.2% 7
2019
Q2 		$8.7M Buy
35,652
+942
+3% +$227K 5.78% 4
2019
Q1 		$8.58M Buy
34,710
+11,648
+51% +$2.97M 5.37% 4
2018
Q4 		$5.75M Buy
23,062
+2,832
+14% +$748K 4.66% 6
2018
Q3 		$5.38M Sell
20,230
-23
-0.1% -$5.98K 3.52% 9
2018
Q2 		$4.97M Sell
20,253
-3,743
-16% -$899K 3.71% 8
2018
Q1 		$5.13M Buy
23,996
+3,882
+19% +$887K 4.1% 7
2017
Q4 		$4.43M Buy
20,114
+401
+2% +$85K 4.58% 9
2017
Q3 		$3.86M Sell
19,713
-46
-0.2% -$8.89K 4.94% 6
2017
Q2 		$3.66M Buy
19,759
+17
+0.1% +$2.98K 5.44% 7
2017
Q1 		$3.24M Buy
+19,742
New +$3.23M 5.03% 9

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

Consolidated Capital Management's UNH Position: Q2 2024 in Review

Consolidated Capital Management sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 7,139 shares — an estimated $3.53M sold.

Consolidated Capital Management first reported a position in UNH in Q1 2017 and held it in 19 quarters. The position peaked at $9.89M in Q4 2019. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

  • Consolidated Capital Management reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
  • Consolidated Capital Management sold 7,139 UnitedHealth shares in Q2 2024, an estimated $3.53M.
  • Consolidated Capital Management first reported a position in UnitedHealth in Q1 2017 and held it in 19 quarters.
  • Consolidated Capital Management's UnitedHealth position peaked at $9.89M in Q4 2019.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Consolidated Capital Management's 13F filing for Q2 2024, filed 16 Jul 2024.