Crestone Asset Management’s UnitedHealth UNH Stock Holding History

Crestone 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 Q2	–	Sell	-510	Closed	-$252K	–	80
2024 Q1	$252K	Buy	510 +39	+8%	+$19.8K	0.05%	84
2023 Q4	$248K	Buy	471 +24	+5%	+$12.8K	0.06%	87
2023 Q3	$225K	Buy	+447	New	+$220K	0.05%	99
2022 Q3	–	Sell	-608	Closed	-$312K	–	83
2022 Q2	$312K	Sell	608 -61	-9%	-$30.6K	0.07%	65
2022 Q1	$341K	Hold	669	–	–	0.07%	65
2021 Q4	$336K	Sell	669 -9	-1%	-$4.07K	0.07%	70
2021 Q3	$265K	Buy	678 +9	+1%	+$3.73K	0.06%	77
2021 Q2	$268K	Hold	669	–	–	0.06%	74
2021 Q1	$249K	Sell	669 -57	-8%	-$19.8K	0.06%	64
2020 Q4	$255K	Sell	726 -78	-10%	-$26.1K	0.07%	57
2020 Q3	$251K	Sell	804 -7	-0.9%	-$2.15K	0.08%	51
2020 Q2	$239K	Sell	811 -29	-3%	-$8.31K	0.08%	58
2020 Q1	$209K	Buy	840 +26	+3%	+$7.16K	0.09%	59
2019 Q4	$239K	Buy	+814	New	+$213K	0.08%	46
2019 Q2	–	Sell	-820	Closed	-$203K	–	53
2019 Q1	$203K	Buy	+820	New	+$209K	0.07%	49

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Crestone Asset Management's UNH Position: Q2 2024 in Review

Crestone Asset Management sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 510 shares — an estimated $252K sold.

Crestone Asset Management first reported a position in UNH in Q1 2019 and held it in 15 quarters. The position peaked at $341K in Q1 2022. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

Crestone Asset Management reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
Crestone Asset Management sold 510 UnitedHealth shares in Q2 2024, an estimated $252K.
Crestone Asset Management first reported a position in UnitedHealth in Q1 2019 and held it in 15 quarters.
Crestone Asset Management's UnitedHealth position peaked at $341K in Q1 2022.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Crestone Asset Management's 13F filing for Q2 2024.