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Iron Gate Global Advisors’s UnitedHealth UNH Stock Holding History

Iron Gate Global Advisors’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
Q1 		– Sell
-386
Closed -$203K – 107
2023
Q4 		$203K Buy
+386
New +$206K 0.04% 91
2018
Q3 		– Sell
-103
Closed -$25K – 270
2018
Q2 		$25K Buy
+103
New +$24.7K 0.02% 112

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Iron Gate Global Advisors's UNH Position: Q1 2024 in Review

Iron Gate Global Advisors sold out of UnitedHealth (UNH) in Q1 2024, closing a stake of 386 shares — an estimated $203K sold.

Iron Gate Global Advisors first reported a position in UNH in Q2 2018 and held it in 2 quarters. The position peaked at $203K in Q4 2023. 3,374 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

  • Iron Gate Global Advisors reported no remaining UnitedHealth position as of Q1 2024 after selling out during the quarter.
  • Iron Gate Global Advisors sold 386 UnitedHealth shares in Q1 2024, an estimated $203K.
  • Iron Gate Global Advisors first reported a position in UnitedHealth in Q2 2018 and held it in 2 quarters.
  • Iron Gate Global Advisors's UnitedHealth position peaked at $203K in Q4 2023.
  • 3,374 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Iron Gate Global Advisors's 13F filing for Q1 2024, filed 15 May 2024.