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Diversified’s UnitedHealth UNH Stock Holding History

Diversified’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
Q3 		$1.96M Sell
3,352
-32
-0.9% -$18.1K 0.22% 44
2024
Q2 		$1.72M Buy
3,384
+388
+13% +$190K 0.2% 44
2024
Q1 		$1.48M Buy
2,996
+117
+4% +$59.5K 0.2% 31
2023
Q4 		$1.52M Buy
2,879
+134
+5% +$71.5K 0.33% 28
2023
Q3 		$1.38M Buy
2,745
+38
+1% +$18.7K 0.36% 27
2023
Q2 		$1.3M Sell
2,707
-40
-1% -$19.6K 0.33% 29
2023
Q1 		$1.3M Buy
2,747
+62
+2% +$29.9K 0.46% 26
2022
Q4 		$1.42M Buy
2,685
+917
+52% +$486K 0.56% 26
2022
Q3 		$893K Sell
1,768
-201
-10% -$106K 0.45% 31
2022
Q2 		$1.01M Buy
1,969
+1
+0.1% +$502 0.42% 35
2022
Q1 		$1M Buy
1,968
+1,503
+323% +$725K 0.41% 44
2021
Q4 		$234K Buy
+465
New +$210K 0.1% 102
2021
Q1 		– Sell
-464
Closed -$145K – 316
2020
Q4 		$145K Buy
+464
New +$156K 0.12% 106

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

Diversified's UNH Position: Q3 2024 in Review

Diversified reduced its UnitedHealth (UNH) stake by 0.95% in Q3 2024, selling an estimated $18.1K and leaving 3,352 shares worth $1.96M. The position accounts for 0.22% of the portfolio, ranked #44.

Diversified first reported a position in UNH in Q4 2020 and has held it in 13 quarters since. 3,468 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • Diversified held 3,352 shares of UnitedHealth worth $1.96M as of Q3 2024.
  • Diversified sold 32 UnitedHealth shares in Q3 2024, an estimated $18.1K.
  • UnitedHealth made up 0.22% of Diversified's portfolio in Q3 2024, its #44 holding.
  • Diversified first reported a position in UnitedHealth in Q4 2020 and has held it in 13 quarters since.
  • 3,468 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.