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First Trust Direct Indexing’s UnitedHealth UNH Stock Holding History

First Trust Direct Indexing’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
-20,374
Closed -$11.9M – 873
2024
Q3 		$11.9M Buy
20,374
+3,196
+19% +$1.81M 0.64% 19
2024
Q2 		$8.75M Buy
17,178
+3,358
+24% +$1.65M 0.54% 22
2024
Q1 		$6.84M Buy
13,820
+54
+0.4% +$27.5K 0.51% 25
2023
Q4 		$7.25M Buy
13,766
+4,602
+50% +$2.45M 0.65% 20
2023
Q3 		$4.62M Buy
9,164
+1,165
+15% +$573K 0.53% 27
2023
Q2 		$3.84M Buy
7,999
+112
+1% +$54.8K 0.43% 34
2023
Q1 		$3.73M Sell
7,887
-92
-1% -$44.4K 0.44% 33
2022
Q4 		$4.23M Buy
7,979
+240
+3% +$127K 0.56% 24
2022
Q3 		$3.91M Buy
7,739
+65
+0.8% +$34.2K 0.57% 23
2022
Q2 		$3.94M Buy
7,674
+245
+3% +$123K 0.55% 27
2022
Q1 		$3.79M Buy
7,429
+558
+8% +$269K 0.46% 35
2021
Q4 		$3.45M Buy
6,871
+105
+2% +$47.5K 0.45% 35
2021
Q3 		$2.64M Buy
6,766
+14
+0.2% +$5.8K 0.38% 45
2021
Q2 		$2.7M Buy
6,752
+5,830
+632% +$2.32M 0.4% 40
2021
Q1 		$343K Buy
922
+634
+220% +$220K 0.09% 286
2020
Q4 		$101K Buy
+288
New +$96.5K 0.03% 496

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

First Trust Direct Indexing's UNH Position: Q4 2024 in Review

First Trust Direct Indexing sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 20,374 shares — an estimated $11.9M sold.

First Trust Direct Indexing first reported a position in UNH in Q4 2020 and held it in 16 quarters. The position peaked at $11.9M in Q3 2024. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • First Trust Direct Indexing reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 20,374 UnitedHealth shares in Q4 2024, an estimated $11.9M.
  • First Trust Direct Indexing first reported a position in UnitedHealth in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's UnitedHealth position peaked at $11.9M in Q3 2024.
  • 3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.