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Emerald Advisers’s UnitedHealth UNH Stock Holding History

Emerald 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
-1,340
Closed -$663K – 274
2024
Q1 		$663K Sell
1,340
-510
-28% -$259K 0.03% 164
2023
Q4 		$974K Sell
1,850
-205
-10% -$109K 0.04% 151
2023
Q3 		$1.04M Buy
2,055
+687
+50% +$338K 0.05% 142
2023
Q2 		$658K Sell
1,368
-287
-17% -$140K 0.03% 165
2023
Q1 		$782K Hold
1,655
– – 0.04% 153
2022
Q4 		$877K Sell
1,655
-39
-2% -$20.7K 0.04% 142
2022
Q3 		$856K Buy
1,694
+195
+13% +$103K 0.04% 144
2022
Q2 		$770K Buy
+1,499
New +$753K 0.04% 156
2015
Q2 		– Sell
-3,218
Closed -$378K – 374
2015
Q1 		$378K Sell
3,218
-261
-8% -$29K 0.02% 292
2014
Q4 		$352K Sell
3,479
-341
-9% -$32.3K 0.02% 288
2014
Q3 		$329K Sell
3,820
-1,966
-34% -$166K 0.02% 298
2014
Q2 		$473K Sell
5,786
-417
-7% -$32.8K 0.03% 283
2014
Q1 		$509K Sell
6,203
-740
-11% -$55.7K 0.03% 282
2013
Q4 		$523K Buy
6,943
+497
+8% +$35.7K 0.03% 274
2013
Q3 		$462K Sell
6,446
-1,012
-14% -$72.4K 0.03% 280
2013
Q2 		$488K Buy
+7,458
New +$464K 0.03% 270

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 $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Emerald Advisers's UNH Position: Q2 2024 in Review

Emerald Advisers sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 1,340 shares — an estimated $663K sold.

Emerald Advisers first reported a position in UNH in Q2 2013 and held it in 16 quarters. The position peaked at $1.04M in Q3 2023. 3,401 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

  • Emerald Advisers reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
  • Emerald Advisers sold 1,340 UnitedHealth shares in Q2 2024, an estimated $663K.
  • Emerald Advisers first reported a position in UnitedHealth in Q2 2013 and held it in 16 quarters.
  • Emerald Advisers's UnitedHealth position peaked at $1.04M in Q3 2023.
  • 3,401 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Emerald Advisers's 13F filing for Q2 2024, filed 6 Aug 2024.