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Duality Advisers’s UnitedHealth UNH Stock Holding History

Duality Advisers’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
-9,302
Closed -$4.6M – 505
2024
Q1 		$4.6M Buy
+9,302
New +$4.73M 0.45% 44
2023
Q2 		– Sell
-10,307
Closed -$4.87M – 739
2023
Q1 		$4.87M Buy
10,307
+2,190
+27% +$1.06M 0.55% 26
2022
Q4 		$4.3M Sell
8,117
-1,859
-19% -$985K 0.49% 35
2022
Q3 		$5.04M Buy
+9,976
New +$5.25M 0.55% 27
2022
Q1 		– Sell
-8,463
Closed -$4.25M – 834
2021
Q4 		$4.25M Buy
8,463
+6,114
+260% +$2.77M 0.46% 52
2021
Q3 		$918K Sell
2,349
-6,971
-75% -$2.89M 0.07% 372
2021
Q2 		$3.73M Buy
9,320
+2,800
+43% +$1.12M 0.33% 93
2021
Q1 		$2.43M Buy
+6,520
New +$2.26M 0.21% 168
2020
Q3 		– Sell
-1,431
Closed -$422K – 654
2020
Q2 		$422K Buy
+1,431
New +$410K 0.04% 322
2020
Q1 		– Sell
-2,283
Closed -$671K – 311
2019
Q4 		$671K Buy
+2,283
New +$597K 0.04% 313
2019
Q3 		– Sell
-10,840
Closed -$2.65M – 395
2019
Q2 		$2.65M Buy
+10,840
New +$2.61M 0.23% 125

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

Duality Advisers's UNH Position: Q2 2024 in Review

Duality Advisers sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 9,302 shares — an estimated $4.6M sold.

Duality Advisers first reported a position in UNH in Q2 2019 and held it in 11 quarters. The position peaked at $5.04M in Q3 2022. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

  • Duality Advisers reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
  • Duality Advisers sold 9,302 UnitedHealth shares in Q2 2024, an estimated $4.6M.
  • Duality Advisers first reported a position in UnitedHealth in Q2 2019 and held it in 11 quarters.
  • Duality Advisers's UnitedHealth position peaked at $5.04M in Q3 2022.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Duality Advisers's 13F filing for Q2 2024.