Jacobs Levy Equity Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-545
| Closed | -$319K | – | 1045 |
|
|
2024
Q3 | $319K | Buy |
+545
| New | +$308K | ﹤0.01% | 880 |
|
|
2024
Q1 | – | Sell |
-759
| Closed | -$400K | – | 1058 |
|
|
2023
Q4 | $400K | Sell |
759
-103
| -12% | -$54.9K | ﹤0.01% | 859 |
|
|
2023
Q3 | $435K | Buy |
+862
| New | +$424K | ﹤0.01% | 829 |
|
|
2023
Q2 | – | Sell |
-3,115
| Closed | -$1.47M | – | 1086 |
|
|
2023
Q1 | $1.47M | Sell |
3,115
-6,830
| -69% | -$3.3M | 0.01% | 627 |
|
|
2022
Q4 | $5.27M | Buy |
9,945
+1,125
| +13% | +$596K | 0.04% | 385 |
|
|
2022
Q3 | $4.45M | Buy |
8,820
+104
| +1% | +$54.7K | 0.04% | 417 |
|
|
2022
Q2 | $4.48M | Buy |
8,716
+6,938
| +390% | +$3.48M | 0.03% | 436 |
|
|
2022
Q1 | $907K | Buy |
1,778
+746
| +72% | +$360K | 0.01% | 769 |
|
|
2021
Q4 | $518K | Buy |
+1,032
| New | +$467K | ﹤0.01% | 829 |
|
|
2019
Q4 | – | Sell |
-7,515
| Closed | -$1.63M | – | 1069 |
|
|
2019
Q3 | $1.63M | Sell |
7,515
-7,596
| -50% | -$1.83M | 0.02% | 553 |
|
|
2019
Q2 | $3.69M | Sell |
15,111
-4,211
| -22% | -$1.01M | 0.05% | 402 |
|
|
2019
Q1 | $4.78M | Sell |
19,322
-33,460
| -63% | -$8.53M | 0.07% | 341 |
|
|
2018
Q4 | $13.1M | Sell |
52,782
-57,693
| -52% | -$15.2M | 0.23% | 114 |
|
|
2018
Q3 | $29.4M | Buy |
110,475
+69,877
| +172% | +$18.2M | 0.42% | 56 |
|
|
2018
Q2 | $9.96M | Sell |
40,598
-122,999
| -75% | -$29.5M | 0.16% | 181 |
|
|
2018
Q1 | $35M | Buy |
163,597
+115,475
| +240% | +$26.4M | 0.58% | 21 |
|
|
2017
Q4 | $10.6M | Sell |
48,122
-21,150
| -31% | -$4.48M | 0.19% | 167 |
|
|
2017
Q3 | $13.6M | Buy |
69,272
+8,822
| +15% | +$1.7M | 0.26% | 123 |
|
|
2017
Q2 | $11.2M | Buy |
60,450
+12,490
| +26% | +$2.19M | 0.24% | 141 |
|
|
2017
Q1 | $7.87M | Sell |
47,960
-11,000
| -19% | -$1.8M | 0.16% | 188 |
|
|
2016
Q4 | $9.44M | Sell |
58,960
-45,004
| -43% | -$6.72M | 0.18% | 172 |
|
|
2016
Q3 | $14.6M | Sell |
103,964
-10,720
| -9% | -$1.5M | 0.26% | 115 |
|
|
2016
Q2 | $16.2M | Buy |
114,684
+47,650
| +71% | +$6.35M | 0.34% | 78 |
|
|
2016
Q1 | $8.64M | Sell |
67,034
-185,520
| -73% | -$21.9M | 0.18% | 163 |
|
|
2015
Q4 | $29.7M | Sell |
252,554
-108,080
| -30% | -$12.6M | 0.59% | 41 |
|
|
2015
Q3 | $41.8M | Buy |
360,634
+4,643
| +1% | +$556K | 0.86% | 18 |
|
|
2015
Q2 | $43.4M | Buy |
+355,991
| New | +$42.1M | 0.83% | 22 |
|
Other funds holding UNH
Jacobs Levy Equity Management's UNH Position: Q4 2024 in Review
Jacobs Levy Equity Management sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 545 shares — an estimated $319K sold.
Jacobs Levy Equity Management first reported a position in UNH in Q2 2015 and held it in 27 quarters. The position peaked at $43.4M in Q2 2015. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.
- Jacobs Levy Equity Management reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
- Jacobs Levy Equity Management sold 545 UnitedHealth shares in Q4 2024, an estimated $319K.
- Jacobs Levy Equity Management first reported a position in UnitedHealth in Q2 2015 and held it in 27 quarters.
- Jacobs Levy Equity Management's UnitedHealth position peaked at $43.4M in Q2 2015.
- 3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.
Based on Jacobs Levy Equity Management's 13F filing for Q4 2024, filed 14 Feb 2025.