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EdenTree Asset Management’s UnitedHealth UNH Stock Holding History

EdenTree 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
-2,192
Closed -$1.08M – 66
2024
Q1 		$1.08M Sell
2,192
-250
-10% -$127K 0.34% 55
2023
Q4 		$1.29M Buy
2,442
+2,192
+877% +$1.17M 0.4% 49
2023
Q3 		$126K Sell
250
-2,000
-89% -$984K 0.05% 64
2023
Q2 		$1.08M Buy
+2,250
New +$1.1M 0.37% 44

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

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

EdenTree Asset Management sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 2,192 shares — an estimated $1.08M sold.

EdenTree Asset Management first reported a position in UNH in Q2 2023 and held it in 4 quarters. The position peaked at $1.29M in Q4 2023. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

  • EdenTree Asset Management reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
  • EdenTree Asset Management sold 2,192 UnitedHealth shares in Q2 2024, an estimated $1.08M.
  • EdenTree Asset Management first reported a position in UnitedHealth in Q2 2023 and held it in 4 quarters.
  • EdenTree Asset Management's UnitedHealth position peaked at $1.29M in Q4 2023.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on EdenTree Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.