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Ellsworth Advisors’s UnitedHealth UNH Stock Holding History

Ellsworth 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
Q4 		– Sell
-1,367
Closed -$799K – 202
2024
Q3 		$799K Buy
1,367
+139
+11% +$78.6K 0.21% 94
2024
Q2 		$625K Buy
1,228
+119
+11% +$58.3K 0.17% 104
2024
Q1 		$487K Buy
1,109
+178
+19% +$90.5K 0.14% 129
2023
Q4 		$490K Buy
931
+67
+8% +$35.7K 0.16% 112
2023
Q3 		$459K Buy
864
+2
+0.2% +$984 0.16% 106
2023
Q2 		$414K Buy
862
+34
+4% +$16.6K 0.14% 117
2023
Q1 		$391K Sell
828
-7
-0.8% -$3.38K 0.14% 114
2022
Q4 		$398K Hold
835
– – 0.15% 112
2022
Q3 		$422K Hold
835
– – 0.18% 82
2022
Q2 		$429K Sell
835
-2
-0.2% -$1K 0.17% 82
2022
Q1 		$457K Sell
837
-22
-3% -$10.6K 0.16% 91
2021
Q4 		$431K Sell
859
-54
-6% -$24.4K 0.16% 115
2021
Q3 		$357K Buy
913
+4
+0.4% +$1.66K 0.16% 115
2021
Q2 		$364K Sell
909
-4
-0.4% -$1.59K 0.18% 115
2021
Q1 		$340K Buy
913
+243
+36% +$84.2K 0.2% 104
2020
Q4 		$235K Buy
670
+1
+0.1% +$335 0.17% 103
2020
Q3 		$209K Sell
669
-17
-2% -$5.22K 0.21% 82
2020
Q2 		$202K Buy
+686
New +$197K 0.22% 74

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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

Ellsworth Advisors's UNH Position: Q4 2024 in Review

Ellsworth Advisors sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 1,367 shares — an estimated $799K sold.

Ellsworth Advisors first reported a position in UNH in Q2 2020 and held it in 18 quarters. The position peaked at $799K in Q3 2024. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Ellsworth Advisors reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
  • Ellsworth Advisors sold 1,367 UnitedHealth shares in Q4 2024, an estimated $799K.
  • Ellsworth Advisors first reported a position in UnitedHealth in Q2 2020 and held it in 18 quarters.
  • Ellsworth Advisors's UnitedHealth position peaked at $799K in Q3 2024.
  • 3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Ellsworth Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.