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Jay D. Rosenbaum’s UnitedHealth UNH Stock Holding History

Jay D. Rosenbaum’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 		– Sell
-736
Closed -$375K – 25
2024
Q2 		$375K Hold
736
– – 2.12% 11
2024
Q1 		$364K Hold
736
– – 2.07% 10
2023
Q4 		$387K Sell
736
-87
-11% -$46.4K 1% 40
2023
Q3 		$415K Buy
823
+254
+45% +$125K 0.7% 47
2023
Q2 		$273K Buy
+569
New +$278K 0.44% 55
2022
Q4 		– Sell
-405
Closed -$205K – 57
2022
Q3 		$205K Sell
405
-120
-23% -$63.1K 0.47% 52
2022
Q2 		$270K Hold
525
– – 0.52% 50
2022
Q1 		$268K Hold
525
– – 0.42% 51
2021
Q4 		$264K Buy
+525
New +$238K 0.39% 54

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
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
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

Jay D. Rosenbaum's UNH Position: Q3 2024 in Review

Jay D. Rosenbaum sold out of UnitedHealth (UNH) in Q3 2024, closing a stake of 736 shares — an estimated $375K sold.

Jay D. Rosenbaum first reported a position in UNH in Q4 2021 and held it in 9 quarters. The position peaked at $415K in Q3 2023. 3,466 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • Jay D. Rosenbaum reported no remaining UnitedHealth position as of Q3 2024 after selling out during the quarter.
  • Jay D. Rosenbaum sold 736 UnitedHealth shares in Q3 2024, an estimated $375K.
  • Jay D. Rosenbaum first reported a position in UnitedHealth in Q4 2021 and held it in 9 quarters.
  • Jay D. Rosenbaum's UnitedHealth position peaked at $415K in Q3 2023.
  • 3,466 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Jay D. Rosenbaum's 13F filing for Q3 2024, filed 7 Nov 2024.