Insight Folios’s UnitedHealth UNH Stock Holding History

Insight Folios’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	$436K	Sell	746 -176	-19%	-$99.5K	0.16%	71
2024 Q2	$469K	Hold	922	–	–	0.19%	65
2024 Q1	$456K	Sell	922 -2	-0.2%	-$1.02K	0.18%	64
2023 Q4	$486K	Hold	924	–	–	0.21%	58
2023 Q3	$466K	Buy	924 +2	+0.2%	+$984	0.23%	50
2023 Q2	$443K	Hold	922	–	–	0.19%	60
2023 Q1	$436K	Hold	922	–	–	0.19%	46
2022 Q4	$489K	Hold	922	–	–	0.22%	41
2022 Q3	$466K	Buy	922 +3	+0.3%	+$1.58K	0.24%	41
2022 Q2	$472K	Buy	919 +3	+0.3%	+$1.51K	0.22%	46
2022 Q1	$467K	Hold	916	–	–	0.21%	62
2021 Q4	$460K	Buy	916 +3	+0.3%	+$1.36K	0.22%	65
2021 Q3	$357K	Sell	913 -70	-7%	-$29K	0.2%	68
2021 Q2	$394K	Buy	+983	New	+$392K	0.23%	40

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

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

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

Insight Folios's UNH Position: Q3 2024 in Review

Insight Folios reduced its UnitedHealth (UNH) stake by 19% in Q3 2024, selling an estimated $99.5K and leaving 746 shares worth $436K. The position accounts for 0.16% of the portfolio, ranked #71.

Insight Folios first reported a position in UNH in Q2 2021 and has held it in 14 quarters since. The position peaked at $489K in Q4 2022. 3,465 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

Insight Folios held 746 shares of UnitedHealth worth $436K as of Q3 2024.
Insight Folios sold 176 UnitedHealth shares in Q3 2024, an estimated $99.5K.
UnitedHealth made up 0.16% of Insight Folios's portfolio in Q3 2024, its #71 holding.
Insight Folios first reported a position in UnitedHealth in Q2 2021 and has held it in 14 quarters since.
Insight Folios's UnitedHealth position peaked at $489K in Q4 2022.
3,465 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.