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Green Alpha Advisors’s UnitedHealth UNH Stock Holding History

Green Alpha Advisors’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
Q1 		– Sell
-630
Closed -$332K – 149
2023
Q4 		$332K Buy
+630
New +$336K 0.24% 127
2023
Q3 		– Sell
-630
Closed -$303K – 168
2023
Q2 		$303K Hold
630
– – 0.2% 127
2023
Q1 		$298K Hold
630
– – 0.21% 127
2022
Q4 		$334K Buy
+630
New +$334K 0.28% 116

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Green Alpha Advisors's UNH Position: Q1 2024 in Review

Green Alpha Advisors sold out of UnitedHealth (UNH) in Q1 2024, closing a stake of 630 shares — an estimated $332K sold.

Green Alpha Advisors first reported a position in UNH in Q4 2022 and held it in 4 quarters. The position peaked at $334K in Q4 2022. 3,374 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

  • Green Alpha Advisors reported no remaining UnitedHealth position as of Q1 2024 after selling out during the quarter.
  • Green Alpha Advisors sold 630 UnitedHealth shares in Q1 2024, an estimated $332K.
  • Green Alpha Advisors first reported a position in UnitedHealth in Q4 2022 and held it in 4 quarters.
  • Green Alpha Advisors's UnitedHealth position peaked at $334K in Q4 2022.
  • 3,374 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Green Alpha Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.