Emerald Mutual Fund Advisers Trust’s UnitedHealth UNH Stock Holding History

Emerald Mutual Fund Advisers Trust’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	-383	Closed	-$189K	–	246
2024 Q1	$189K	Sell	383 -117	-23%	-$59.5K	0.01%	190
2023 Q4	$263K	Buy	500 +70	+16%	+$37.3K	0.01%	199
2023 Q3	$217K	Buy	430 +140	+48%	+$68.9K	0.01%	195
2023 Q2	$139K	Buy	+290	New	+$142K	0.01%	218
2023 Q1	–	Sell	-460	Closed	-$244K	–	267
2022 Q4	$244K	Sell	460 -81	-15%	-$42.9K	0.02%	168
2022 Q3	$273K	Buy	541 +70	+15%	+$36.8K	0.02%	177
2022 Q2	$242K	Buy	+471	New	+$237K	0.01%	172

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's UNH Position: Q2 2024 in Review

Emerald Mutual Fund Advisers Trust sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 383 shares — an estimated $189K sold.

Emerald Mutual Fund Advisers Trust first reported a position in UNH in Q2 2022 and held it in 7 quarters. The position peaked at $273K in Q3 2022. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

Emerald Mutual Fund Advisers Trust reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 383 UnitedHealth shares in Q2 2024, an estimated $189K.
Emerald Mutual Fund Advisers Trust first reported a position in UnitedHealth in Q2 2022 and held it in 7 quarters.
Emerald Mutual Fund Advisers Trust's UnitedHealth position peaked at $273K in Q3 2022.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

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