Industrial Alliance Investment Management’s UnitedHealth UNH Stock Holding History

Industrial Alliance 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 Q4	–	Sell	-531	Closed	-$310K	–	14
2024 Q3	$310K	Sell	531 -49	-8%	-$27.7K	0.16%	8
2024 Q2	$295K	Buy	+580	New	+$284K	0.17%	9
2023 Q3	–	Sell	-1,404	Closed	-$675K	–	155
2023 Q2	$675K	Sell	1,404 -159,893	-99%	-$78.2M	0.36%	17
2023 Q1	$76.2M	Buy	161,297 +50,173	+45%	+$24.2M	2.12%	10
2022 Q4	$58.9M	Sell	111,124 -10,505	-9%	-$5.56M	1.64%	13
2022 Q3	$61.4M	Sell	121,629 -13,018	-10%	-$6.85M	1.81%	10
2022 Q2	$69.2M	Sell	134,647 -3,638	-3%	-$1.83M	1.97%	9
2022 Q1	$70.5M	Buy	138,285 +11,391	+9%	+$5.49M	1.67%	11
2021 Q4	$63.7M	Buy	+126,894	New	+$57.4M	1.47%	15

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Industrial Alliance Investment Management's UNH Position: Q4 2024 in Review

Industrial Alliance Investment Management sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 531 shares — an estimated $310K sold.

Industrial Alliance Investment Management first reported a position in UNH in Q4 2021 and held it in 9 quarters. The position peaked at $76.2M in Q1 2023. 3,677 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

Industrial Alliance Investment Management reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
Industrial Alliance Investment Management sold 531 UnitedHealth shares in Q4 2024, an estimated $310K.
Industrial Alliance Investment Management first reported a position in UnitedHealth in Q4 2021 and held it in 9 quarters.
Industrial Alliance Investment Management's UnitedHealth position peaked at $76.2M in Q1 2023.
3,677 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Industrial Alliance Investment Management's 13F filing for Q4 2024, filed 11 Feb 2025.