Cornerstone Management’s UnitedHealth UNH Stock Holding History

Cornerstone 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 Q4	–	Sell	-375	Closed	-$219K	–	55
2024 Q3	$219K	Buy	+375	New	+$212K	0.05%	52
2023 Q2	–	Sell	-375	Closed	-$177K	–	219
2023 Q1	$177K	Hold	375	–	–	0.05%	51
2022 Q4	$199K	Hold	375	–	–	0.06%	50
2022 Q3	$189K	Hold	375	–	–	0.05%	48
2022 Q2	$193K	Hold	375	–	–	0.05%	51
2022 Q1	$191K	Sell	375 -20	-5%	-$9.65K	0.05%	55
2021 Q4	$198K	Buy	+395	New	+$179K	0.05%	51

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Cornerstone Management's UNH Position: Q4 2024 in Review

Cornerstone Management sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 375 shares — an estimated $219K sold.

Cornerstone Management first reported a position in UNH in Q4 2021 and held it in 7 quarters. The position peaked at $219K in Q3 2024. 3,675 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

Cornerstone Management reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
Cornerstone Management sold 375 UnitedHealth shares in Q4 2024, an estimated $219K.
Cornerstone Management first reported a position in UnitedHealth in Q4 2021 and held it in 7 quarters.
Cornerstone Management's UnitedHealth position peaked at $219K in Q3 2024.
3,675 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Cornerstone Management's 13F filing for Q4 2024, filed 24 Jan 2025.