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First Trust Investment Solutions’s UnitedHealth UNH Stock Holding History

First Trust Investment Solutions’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 		$5.84M Sell
9,982
-371
-4% -$210K 0.66% 42
2024
Q2 		$5.27M Buy
10,353
+294
+3% +$144K 0.74% 40
2024
Q1 		$4.98M Buy
10,059
+4,249
+73% +$2.16M 0.88% 35
2023
Q4 		$3.06M Buy
+5,810
New +$3.1M 0.64% 43

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

First Trust Investment Solutions's UNH Position: Q3 2024 in Review

First Trust Investment Solutions reduced its UnitedHealth (UNH) stake by 3.6% in Q3 2024, selling an estimated $210K and leaving 9,982 shares worth $5.84M. The position accounts for 0.66% of the portfolio, ranked #42.

First Trust Investment Solutions first reported a position in UNH in Q4 2023 and has held it in 4 quarters since. 3,465 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • First Trust Investment Solutions held 9,982 shares of UnitedHealth worth $5.84M as of Q3 2024.
  • First Trust Investment Solutions sold 371 UnitedHealth shares in Q3 2024, an estimated $210K.
  • UnitedHealth made up 0.66% of First Trust Investment Solutions's portfolio in Q3 2024, its #42 holding.
  • First Trust Investment Solutions first reported a position in UnitedHealth in Q4 2023 and has held it in 4 quarters since.
  • 3,465 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.