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DCM Advisors’s UnitedHealth UNH Stock Holding History

DCM Advisors’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
-665
Closed -$329K – 75
2024
Q1 		$329K Sell
665
-1,633
-71% -$830K 0.14% 62
2023
Q4 		$1.21M Buy
2,298
+868
+61% +$463K 0.43% 42
2023
Q3 		$721K Sell
1,430
-363
-20% -$179K 0.33% 49
2023
Q2 		$862K Buy
1,793
+253
+16% +$124K 0.37% 45
2023
Q1 		$728K Sell
1,540
-63
-4% -$30.4K 0.34% 48
2022
Q4 		$850K Sell
1,603
-2,696
-63% -$1.43M 0.41% 46
2022
Q3 		$2.17M Sell
4,299
-505
-11% -$266K 1.09% 25
2022
Q2 		$2.47M Buy
4,804
+159
+3% +$79.8K 1.07% 24
2022
Q1 		$2.37M Sell
4,645
-1,186
-20% -$572K 0.84% 31
2021
Q4 		$2.93M Buy
5,831
+1,253
+27% +$567K 0.86% 27
2021
Q3 		$1.79M Buy
4,578
+3,582
+360% +$1.48M 0.69% 27
2021
Q2 		$399K Buy
996
+33
+3% +$13.2K 0.23% 129
2021
Q1 		$358K Buy
963
+74
+8% +$25.6K 0.21% 137
2020
Q4 		$312K Buy
+889
New +$298K 0.18% 139

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

DCM Advisors's UNH Position: Q2 2024 in Review

DCM Advisors sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 665 shares — an estimated $329K sold.

DCM Advisors first reported a position in UNH in Q4 2020 and held it in 14 quarters. The position peaked at $2.93M in Q4 2021. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

  • DCM Advisors reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
  • DCM Advisors sold 665 UnitedHealth shares in Q2 2024, an estimated $329K.
  • DCM Advisors first reported a position in UnitedHealth in Q4 2020 and held it in 14 quarters.
  • DCM Advisors's UnitedHealth position peaked at $2.93M in Q4 2021.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on DCM Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.