Financial Symmetry’s UnitedHealth UNH Stock Holding History

Financial Symmetry’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	-357	Closed	-$208K	–	47
2024 Q3	$208K	Buy	+357	New	+$202K	0.15%	44

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Financial Symmetry's UNH Position: Q4 2024 in Review

Financial Symmetry sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 357 shares — an estimated $208K sold.

Financial Symmetry first reported a position in UNH in Q3 2024 and held it in 1 quarter. The position peaked at $208K in Q3 2024. 3,675 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

Financial Symmetry reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
Financial Symmetry sold 357 UnitedHealth shares in Q4 2024, an estimated $208K.
Financial Symmetry first reported a position in UnitedHealth in Q3 2024 and held it in 1 quarter.
Financial Symmetry's UnitedHealth position peaked at $208K in Q3 2024.
3,675 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Financial Symmetry's 13F filing for Q4 2024, filed 4 Feb 2025.