EL
UNH icon

EMFO LLC’s UnitedHealth UNH Stock Holding History

EMFO LLC’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 		$12.7K Hold
25
– – 0.01% 214
2024
Q1 		$12.4K Hold
25
– – 0.01% 218
2023
Q4 		$13.2K Sell
25
-400
-94% -$213K 0.01% 214
2023
Q3 		$214K Hold
425
– – 0.2% 88
2023
Q2 		$204K Hold
425
– – 0.19% 92
2023
Q1 		$201K Buy
425
+400
+1,600% +$193K 0.19% 90
2022
Q4 		$13.3K Hold
25
– – 0.01% 223
2022
Q3 		$13K Hold
25
– – 0.01% 247
2022
Q2 		$13K Hold
25
– – 0.01% 259
2022
Q1 		$13K Hold
25
– – 0.01% 272
2021
Q4 		$13K Hold
25
– – 0.01% 281
2021
Q3 		$10K Hold
25
– – 0.01% 306
2021
Q2 		$10K Buy
+25
New +$9.97K 0.01% 292

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

EMFO LLC's UNH Position: Q2 2024 in Review

EMFO LLC held its UnitedHealth (UNH) position steady in Q2 2024 at 25 shares worth $12.7K. The position accounts for 0.01% of the portfolio, ranked #214.

EMFO LLC first reported a position in UNH in Q2 2021 and has held it in 13 quarters since. The position peaked at $214K in Q3 2023. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

  • EMFO LLC held 25 shares of UnitedHealth worth $12.7K as of Q2 2024.
  • EMFO LLC left its UnitedHealth share count unchanged in Q2 2024.
  • UnitedHealth made up 0.01% of EMFO LLC's portfolio in Q2 2024, its #214 holding.
  • EMFO LLC first reported a position in UnitedHealth in Q2 2021 and has held it in 13 quarters since.
  • EMFO LLC's UnitedHealth position peaked at $214K in Q3 2023.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on EMFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.