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FinTrust Capital Advisors’s UnitedHealth UNH Stock Holding History

FinTrust Capital 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
Q3 		$1.41M Sell
2,411
-73
-3% -$41.3K 0.24% 92
2024
Q2 		$1.27M Sell
2,484
-534
-18% -$262K 0.23% 89
2024
Q1 		$1.49M Buy
3,018
+43
+1% +$21.9K 0.29% 70
2023
Q4 		$1.57M Sell
2,975
-94
-3% -$50.1K 0.31% 69
2023
Q3 		$1.55M Sell
3,069
-402
-12% -$198K 0.34% 62
2023
Q2 		$1.84M Hold
3,471
– – 0.44% 52
2023
Q1 		$1.84M Hold
3,471
– – 0.45% 53
2022
Q4 		$1.84M Sell
3,471
-651
-16% -$345K 0.44% 53
2022
Q3 		$2.15M Buy
4,122
+166
+4% +$87.3K 0.55% 34
2022
Q2 		$2.06M Buy
3,956
+112
+3% +$56.2K 0.52% 43
2022
Q1 		$1.96M Buy
3,844
+323
+9% +$156K 0.45% 51
2021
Q4 		$1.77M Buy
3,521
+73
+2% +$33K 0.42% 56
2021
Q3 		$1.35M Buy
3,448
+75
+2% +$31.1K 0.36% 64
2021
Q2 		$1.35M Sell
3,373
-67
-2% -$26.7K 0.35% 66
2021
Q1 		$1.28M Buy
3,440
+45
+1% +$15.6K 0.37% 69
2020
Q4 		$1.19M Buy
3,395
+143
+4% +$47.9K 0.38% 67
2020
Q3 		$1.01K Buy
3,252
+690
+27% +$212K 0.2% 75
2020
Q2 		$756K Sell
2,562
-85
-3% -$24.4K 0.3% 72
2020
Q1 		$660K Sell
2,647
-240
-8% -$66K 0.32% 63
2019
Q4 		$849K Buy
2,887
+76
+3% +$19.9K 0.34% 56
2019
Q3 		$611K Buy
2,811
+196
+7% +$47.3K 0.21% 104
2019
Q2 		$638K Buy
2,615
+591
+29% +$142K 0.26% 83
2019
Q1 		$501K Sell
2,024
-566
-22% -$144K 0.21% 104
2018
Q4 		$645K Buy
+2,590
New +$684K 0.32% 67

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
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
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

FinTrust Capital Advisors's UNH Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its UnitedHealth (UNH) stake by 2.9% in Q3 2024, selling an estimated $41.3K and leaving 2,411 shares worth $1.41M. The position accounts for 0.24% of the portfolio, ranked #92.

FinTrust Capital Advisors first reported a position in UNH in Q4 2018 and has held it in 24 quarters since. The position peaked at $2.15M in Q3 2022. 3,465 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • FinTrust Capital Advisors held 2,411 shares of UnitedHealth worth $1.41M as of Q3 2024.
  • FinTrust Capital Advisors sold 73 UnitedHealth shares in Q3 2024, an estimated $41.3K.
  • UnitedHealth made up 0.24% of FinTrust Capital Advisors's portfolio in Q3 2024, its #92 holding.
  • FinTrust Capital Advisors first reported a position in UnitedHealth in Q4 2018 and has held it in 24 quarters since.
  • FinTrust Capital Advisors's UnitedHealth position peaked at $2.15M in Q3 2022.
  • 3,465 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.