Gilman Hill Asset Management’s UnitedHealth UNH Stock Holding History

Gilman Hill 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	-367	Closed	-$215K	–	238
2024 Q3	$215K	Buy	+367	New	+$208K	0.04%	209
2024 Q2	–	Sell	-1,267	Closed	-$627K	–	227
2024 Q1	$627K	Buy	1,267 +57	+5%	+$29K	0.11%	129
2023 Q4	$637K	Buy	1,210 +13	+1%	+$6.93K	0.12%	126
2023 Q3	$604K	Sell	1,197 -9	-0.7%	-$4.43K	0.12%	128
2023 Q2	$580K	Hold	1,206	–	–	0.11%	134
2023 Q1	$570K	Sell	1,206 -61	-5%	-$29.4K	0.12%	130
2022 Q4	$672K	Sell	1,267 -234	-16%	-$124K	0.14%	121
2022 Q3	$758K	Sell	1,501 -7	-0.5%	-$3.68K	0.18%	112
2022 Q2	$775K	Buy	+1,508	New	+$757K	0.17%	113
2018 Q4	–	Sell	-792	Closed	-$211K	–	193
2018 Q3	$211K	Sell	792 -50	-6%	-$13K	0.08%	164
2018 Q2	$207K	Buy	+842	New	+$202K	0.08%	159

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

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

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

Gilman Hill Asset Management's UNH Position: Q4 2024 in Review

Gilman Hill Asset Management sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 367 shares — an estimated $215K sold.

Gilman Hill Asset Management first reported a position in UNH in Q2 2018 and held it in 11 quarters. The position peaked at $775K in Q2 2022. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

Gilman Hill Asset Management reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
Gilman Hill Asset Management sold 367 UnitedHealth shares in Q4 2024, an estimated $215K.
Gilman Hill Asset Management first reported a position in UnitedHealth in Q2 2018 and held it in 11 quarters.
Gilman Hill Asset Management's UnitedHealth position peaked at $775K in Q2 2022.
3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Gilman Hill Asset Management's 13F filing for Q4 2024, filed 16 Jan 2025.