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GYL Financial Synergies’s UnitedHealth UNH Stock Holding History

GYL Financial Synergies’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 		$7.12M Sell
12,183
-1,251
-9% -$708K 0.54% 45
2024
Q2 		$6.84M Buy
13,434
+110
+0.8% +$53.9K 0.53% 46
2024
Q1 		$6.59M Buy
13,324
+64
+0.5% +$32.5K 0.52% 50
2023
Q4 		$6.98M Buy
13,260
+166
+1% +$88.5K 0.58% 42
2023
Q3 		$6.6M Sell
13,094
-107
-0.8% -$52.7K 0.64% 38
2023
Q2 		$6.35M Buy
13,201
+10,101
+326% +$4.94M 0.58% 42
2023
Q1 		$1.47M Buy
3,100
+691
+29% +$333K 0.18% 97
2022
Q4 		$1.28M Sell
2,409
-44
-2% -$23.3K 0.28% 58
2022
Q3 		$1.24M Sell
2,453
-2
-0.1% -$1.05K 0.34% 44
2022
Q2 		$1.26M Sell
2,455
-45
-2% -$22.6K 0.34% 45
2022
Q1 		$1.27M Sell
2,500
-443
-15% -$214K 0.31% 42
2021
Q4 		$1.48M Buy
2,943
+407
+16% +$184K 0.4% 41
2021
Q3 		$991K Sell
2,536
-38
-1% -$15.7K 0.51% 40
2021
Q2 		$1.03M Buy
2,574
+76
+3% +$30.3K 0.53% 39
2021
Q1 		$929K Sell
2,498
-204
-8% -$70.7K 0.51% 43
2020
Q4 		$947K Buy
2,702
+26
+1% +$8.71K 0.55% 36
2020
Q3 		$834K Buy
2,676
+43
+2% +$13.2K 0.55% 35
2020
Q2 		$777K Sell
2,633
-219
-8% -$62.8K 0.56% 38
2020
Q1 		$711K Buy
2,852
+380
+15% +$105K 0.45% 44
2019
Q4 		$727K Buy
2,472
+136
+6% +$35.6K 0.32% 57
2019
Q3 		$508K Buy
2,336
+21
+0.9% +$5.07K 0.25% 76
2019
Q2 		$565K Buy
2,315
+408
+21% +$98.1K 0.3% 63
2019
Q1 		$471K Sell
1,907
-28
-1% -$7.14K 0.26% 70
2018
Q4 		$482K Buy
+1,935
New +$511K 0.35% 56

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 $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GYL Financial Synergies's UNH Position: Q3 2024 in Review

GYL Financial Synergies reduced its UnitedHealth (UNH) stake by 9.3% in Q3 2024, selling an estimated $708K and leaving 12,183 shares worth $7.12M. The position accounts for 0.54% of the portfolio, ranked #45.

GYL Financial Synergies first reported a position in UNH in Q4 2018 and has held it in 24 quarters since. 3,471 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • GYL Financial Synergies held 12,183 shares of UnitedHealth worth $7.12M as of Q3 2024.
  • GYL Financial Synergies sold 1,251 UnitedHealth shares in Q3 2024, an estimated $708K.
  • UnitedHealth made up 0.54% of GYL Financial Synergies's portfolio in Q3 2024, its #45 holding.
  • GYL Financial Synergies first reported a position in UnitedHealth in Q4 2018 and has held it in 24 quarters since.
  • 3,471 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.