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Gunn & Company Investment Management’s UnitedHealth UNH Stock Holding History

Gunn & Company Investment 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
Q3 		$4.08M Sell
6,981
-93,367
-93% -$52.8M 2.81% 11
2024
Q2 		$51.1M Buy
100,348
+93,267
+1,317% +$45.7M 3.03% 8
2024
Q1 		$3.5M Sell
7,081
-90,598
-93% -$46.1M 2.63% 13
2023
Q4 		$51.4M Buy
97,679
+90,883
+1,337% +$48.5M 3.39% 8
2023
Q3 		$3.43M Buy
+6,796
New +$3.34M 3.01% 11

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
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

Gunn & Company Investment Management's UNH Position: Q3 2024 in Review

Gunn & Company Investment Management reduced its UnitedHealth (UNH) stake by 93% in Q3 2024, selling an estimated $52.8M and leaving 6,981 shares worth $4.08M. The position accounts for 2.81% of the portfolio, ranked #11.

Gunn & Company Investment Management first reported a position in UNH in Q3 2023 and has held it in 5 quarters since. The position peaked at $51.4M in Q4 2023. 3,468 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • Gunn & Company Investment Management held 6,981 shares of UnitedHealth worth $4.08M as of Q3 2024.
  • Gunn & Company Investment Management sold 93,367 UnitedHealth shares in Q3 2024, an estimated $52.8M.
  • UnitedHealth made up 2.81% of Gunn & Company Investment Management's portfolio in Q3 2024, its #11 holding.
  • Gunn & Company Investment Management first reported a position in UnitedHealth in Q3 2023 and has held it in 5 quarters since.
  • Gunn & Company Investment Management's UnitedHealth position peaked at $51.4M in Q4 2023.
  • 3,468 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.