Gateway Advisory’s UnitedHealth UNH Stock Holding History

Gateway Advisory’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	$208K	Buy	+355	New	+$201K	0.03%	130
2024 Q1	–	Sell	-9,125	Closed	-$4.8M	–	141
2023 Q4	$4.8M	Sell	9,125 -274	-3%	-$146K	0.92%	28
2023 Q3	$4.74M	Buy	9,399 +226	+2%	+$111K	0.97%	21
2023 Q2	$4.41M	Sell	9,173 -904	-9%	-$442K	0.93%	20
2023 Q1	$4.76M	Buy	10,077 +259	+3%	+$125K	1.06%	17
2022 Q4	$5.21M	Buy	9,818 +322	+3%	+$171K	1.34%	13
2022 Q3	$4.8M	Buy	9,496 +959	+11%	+$504K	1.19%	11
2022 Q2	$4.38M	Sell	8,537 -5	-0.1%	-$2.51K	1.87%	13
2022 Q1	$4.36M	Buy	+8,542	New	+$4.12M	1.18%	25

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

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

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

Gateway Advisory's UNH Position: Q3 2024 in Review

Gateway Advisory opened a new position in UnitedHealth (UNH) in Q3 2024: 355 shares worth $208K. The stake represents 0.03% of the portfolio and ranks #130 among its holdings. This is a return to the name: Gateway Advisory previously reported a position in UNH as recently as Q4 2023.

Gateway Advisory first reported a position in UNH in Q1 2022 and has held it in 9 quarters since. The position peaked at $5.21M in Q4 2022. 3,465 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

Gateway Advisory held 355 shares of UnitedHealth worth $208K as of Q3 2024.
UnitedHealth was a new Gateway Advisory position in Q3 2024.
UnitedHealth made up 0.03% of Gateway Advisory's portfolio in Q3 2024, its #130 holding.
Gateway Advisory first reported a position in UnitedHealth in Q1 2022 and has held it in 9 quarters since.
Gateway Advisory's UnitedHealth position peaked at $5.21M in Q4 2022.
3,465 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Gateway Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.