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GEM Asset Management’s UnitedHealth UNH Stock Holding History

GEM Asset Management’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
-410
Closed -$239K – 97
2024
Q3 		$239K Sell
410
-24
-6% -$13.6K 0.14% 84
2024
Q2 		$221K Hold
434
– – 0.14% 80
2024
Q1 		$208K Hold
434
– – 0.14% 83
2023
Q4 		$228K Sell
434
-18
-4% -$9.6K 0.16% 74
2023
Q3 		$228K Sell
452
-11
-2% -$5.41K 0.18% 72
2023
Q2 		$223K Sell
463
-16
-3% -$7.82K 0.17% 72
2023
Q1 		$226K Sell
479
-24
-5% -$11.6K 0.18% 68
2022
Q4 		$267K Buy
+503
New +$266K 0.23% 58

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

GEM Asset Management's UNH Position: Q4 2024 in Review

GEM Asset Management sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 410 shares — an estimated $239K sold.

GEM Asset Management first reported a position in UNH in Q4 2022 and held it in 8 quarters. The position peaked at $267K in Q4 2022. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • GEM Asset Management reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
  • GEM Asset Management sold 410 UnitedHealth shares in Q4 2024, an estimated $239K.
  • GEM Asset Management first reported a position in UnitedHealth in Q4 2022 and held it in 8 quarters.
  • GEM Asset Management's UnitedHealth position peaked at $267K in Q4 2022.
  • 3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on GEM Asset Management's 13F filing for Q4 2024, filed 29 Jan 2025.