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Eldridge Investment Advisors’s UnitedHealth UNH Stock Holding History

Eldridge Investment 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
2023
Q4 		– Sell
-420
Closed -$212K – 153
2023
Q3 		$212K Hold
420
– – 0.07% 135
2023
Q2 		$202K Sell
420
-55
-12% -$26.9K 0.07% 139
2023
Q1 		$224K Sell
475
-15
-3% -$7.24K 0.08% 128
2022
Q4 		$260K Buy
490
+70
+17% +$37.1K 0.09% 116
2022
Q3 		$212K Hold
420
– – 0.08% 123
2022
Q2 		$216K Buy
420
+20
+5% +$10K 0.08% 121
2022
Q1 		$204K Hold
400
– – 0.07% 121
2021
Q4 		$201K Buy
+400
New +$181K 0.07% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eldridge Investment Advisors's UNH Position: Q4 2023 in Review

Eldridge Investment Advisors sold out of UnitedHealth (UNH) in Q4 2023, closing a stake of 420 shares — an estimated $212K sold.

Eldridge Investment Advisors first reported a position in UNH in Q4 2021 and held it in 8 quarters. The position peaked at $260K in Q4 2022. 3,411 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

  • Eldridge Investment Advisors reported no remaining UnitedHealth position as of Q4 2023 after selling out during the quarter.
  • Eldridge Investment Advisors sold 420 UnitedHealth shares in Q4 2023, an estimated $212K.
  • Eldridge Investment Advisors first reported a position in UnitedHealth in Q4 2021 and held it in 8 quarters.
  • Eldridge Investment Advisors's UnitedHealth position peaked at $260K in Q4 2022.
  • 3,411 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on Eldridge Investment Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.