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Investment Management Associates’s UnitedHealth UNH Stock Holding History

Investment Management Associates’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
-375
Closed -$219K – 35
2024
Q3 		$219K Buy
+375
New +$212K 0.09% 33
2022
Q3 		– Sell
-375
Closed -$203K – 44
2022
Q2 		$203K Buy
+375
New +$188K 0.09% 41
2022
Q1 		– Sell
-629
Closed -$316K – 51
2021
Q4 		$316K Hold
629
– – 0.14% 43
2021
Q3 		$246K Hold
629
– – 0.13% 51
2021
Q2 		$252K Buy
629
+21
+3% +$8.37K 0.13% 50
2021
Q1 		$226K Hold
608
– – 0.13% 54
2020
Q4 		$213K Buy
+608
New +$204K 0.16% 51

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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

Investment Management Associates's UNH Position: Q4 2024 in Review

Investment Management Associates sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 375 shares — an estimated $219K sold.

Investment Management Associates first reported a position in UNH in Q4 2020 and held it in 7 quarters. The position peaked at $316K in Q4 2021. 3,675 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Investment Management Associates reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
  • Investment Management Associates sold 375 UnitedHealth shares in Q4 2024, an estimated $219K.
  • Investment Management Associates first reported a position in UnitedHealth in Q4 2020 and held it in 7 quarters.
  • Investment Management Associates's UnitedHealth position peaked at $316K in Q4 2021.
  • 3,675 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Investment Management Associates's 13F filing for Q4 2024, filed 3 Feb 2025.