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Geneva Partners’s UnitedHealth UNH Stock Holding History

Geneva Partners’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
-1,311
Closed -$767K – 78
2024
Q3 		$767K Buy
+1,311
New +$742K 0.33% 48
2023
Q2 		– Sell
-3,199
Closed -$1.51M – 86
2023
Q1 		$1.51M Sell
3,199
-1,465
-31% -$707K 1.29% 32
2022
Q4 		$2.47M Sell
4,664
-1,769
-27% -$937K 2.34% 18
2022
Q3 		$3.25M Sell
6,433
-315
-5% -$166K 3.71% 9
2022
Q2 		$3.47M Sell
6,748
-849
-11% -$426K 3.41% 12
2022
Q1 		$3.87M Sell
7,597
-335
-4% -$162K 2.39% 18
2021
Q4 		$3.98M Buy
7,932
+180
+2% +$81.5K 1.89% 21
2021
Q3 		$3.03M Buy
7,752
+4,733
+157% +$1.96M 1.43% 28
2021
Q2 		$1.21M Buy
+3,019
New +$1.2M 0.55% 46
2020
Q3 		– Sell
-3,284
Closed -$969K – 96
2020
Q2 		$969K Buy
+3,284
New +$941K 0.68% 43
2019
Q1 		– Sell
-10,870
Closed -$2.71M – 72
2018
Q4 		$2.71M Sell
10,870
-1,085
-9% -$287K 3.13% 11
2018
Q3 		$3.18M Sell
11,955
-766
-6% -$199K 2.44% 11
2018
Q2 		$3.12M Buy
12,721
+531
+4% +$128K 2.48% 15
2018
Q1 		$2.61M Sell
12,190
-848
-7% -$194K 2.15% 16
2017
Q4 		$2.87M Sell
13,038
-240
-2% -$50.9K 2.15% 14
2017
Q3 		$2.6M Buy
+13,278
New +$2.57M 2.05% 13
2016
Q2 		$3.04M Buy
+16,413
New +$2.19M 2.73% 10

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

Geneva Partners's UNH Position: Q4 2024 in Review

Geneva Partners sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 1,311 shares — an estimated $767K sold.

Geneva Partners first reported a position in UNH in Q2 2016 and held it in 17 quarters. The position peaked at $3.98M in Q4 2021. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Geneva Partners reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
  • Geneva Partners sold 1,311 UnitedHealth shares in Q4 2024, an estimated $767K.
  • Geneva Partners first reported a position in UnitedHealth in Q2 2016 and held it in 17 quarters.
  • Geneva Partners's UnitedHealth position peaked at $3.98M in Q4 2021.
  • 3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Geneva Partners's 13F filing for Q4 2024, filed 27 Jan 2025.