Crestmont Private Wealth’s UnitedHealth UNH Stock Holding History

Crestmont Private Wealth’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	-371	Closed	-$217K	–	119
2024 Q3	$217K	Buy	+371	New	+$210K	0.09%	96

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

Crestmont Private Wealth's UNH Position: Q4 2024 in Review

Crestmont Private Wealth sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 371 shares — an estimated $217K sold.

Crestmont Private Wealth first reported a position in UNH in Q3 2024 and held it in 1 quarter. The position peaked at $217K in Q3 2024. 3,675 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

Crestmont Private Wealth reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
Crestmont Private Wealth sold 371 UnitedHealth shares in Q4 2024, an estimated $217K.
Crestmont Private Wealth first reported a position in UnitedHealth in Q3 2024 and held it in 1 quarter.
Crestmont Private Wealth's UnitedHealth position peaked at $217K in Q3 2024.
3,675 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Crestmont Private Wealth's 13F filing for Q4 2024, filed 14 Jan 2025.