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JCIC Asset Management’s UnitedHealth UNH Stock Holding History

JCIC Asset Management’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
2025
Q1 		$5.99M Sell
11,436
-218
-2% -$111K 2.5% 14
2024
Q4 		$5.9M Buy
11,654
+263
+2% +$149K 2.39% 15
2024
Q3 		$6.66M Buy
11,391
+145
+1% +$82K 2.73% 11
2024
Q2 		$5.73M Sell
11,246
-21
-0.2% -$10.3K 2.36% 13
2024
Q1 		$5.57M Buy
11,267
+168
+2% +$85.4K 2.3% 15
2023
Q4 		$5.84M Sell
11,099
-21
-0.2% -$11.2K 2.61% 12
2023
Q3 		$5.61M Sell
11,120
-275
-2% -$135K 2.84% 12
2023
Q2 		$5.48M Sell
11,395
-875
-7% -$428K 2.49% 14
2023
Q1 		$5.8M Buy
12,270
+29
+0.2% +$14K 2.7% 14
2022
Q4 		$6.49M Sell
12,241
-418
-3% -$221K 3.23% 12
2022
Q3 		$7.03M Sell
12,659
-398
-3% -$209K 3.24% 12
2022
Q2 		$6.71M Sell
13,057
-1,255
-9% -$630K 3.61% 10
2022
Q1 		$7.3M Sell
14,312
-254
-2% -$123K 2.26% 15
2021
Q4 		$7.31M Buy
14,566
+20
+0.1% +$9.05K 2.19% 14
2021
Q3 		$5.68M Sell
14,546
-152
-1% -$63K 1.87% 20
2021
Q2 		$7.3M Sell
14,698
-380
-3% -$152K 1.88% 18
2021
Q1 		$5.61M Buy
15,078
+306
+2% +$106K 1.97% 18
2020
Q4 		$5.18M Buy
14,772
+732
+5% +$245K 2.09% 17
2020
Q3 		$4.38M Buy
14,040
+172
+1% +$52.8K 2.02% 19
2020
Q2 		$4.09M Buy
13,868
+545
+4% +$156K 2.1% 18
2020
Q1 		$3.32M Sell
13,323
-531
-4% -$146K 2.06% 22
2019
Q4 		$4.07M Sell
13,854
-192
-1% -$50.2K 1.58% 24
2019
Q3 		$3.05M Sell
14,046
-200
-1% -$48.3K 1.34% 28
2019
Q2 		$3.48M Sell
14,246
-170
-1% -$40.9K 1.44% 28
2019
Q1 		$3.56M Buy
14,416
+205
+1% +$52.3K 1.42% 32
2018
Q4 		$3.54M Buy
14,211
+62
+0.4% +$16.4K 1.57% 27
2018
Q3 		$3.76M Buy
14,149
+3,514
+33% +$914K 1.3% 32
2018
Q2 		$2.61M Hold
10,635
– – 0.88% 43
2018
Q1 		$2.28M Buy
10,635
+10,440
+5,354% +$2.38M 0.75% 43
2017
Q4 		$43K Buy
+195
New +$41.3K 0.01% 57

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JCIC Asset Management's UNH Position: Q1 2025 in Review

JCIC Asset Management reduced its UnitedHealth (UNH) stake by 1.9% in Q1 2025, selling an estimated $111K and leaving 11,436 shares worth $5.99M. The position accounts for 2.5% of the portfolio, ranked #14.

JCIC Asset Management first reported a position in UNH in Q4 2017 and has held it in 30 quarters since. The position peaked at $7.31M in Q4 2021. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • JCIC Asset Management held 11,436 shares of UnitedHealth worth $5.99M as of Q1 2025.
  • JCIC Asset Management sold 218 UnitedHealth shares in Q1 2025, an estimated $111K.
  • UnitedHealth made up 2.5% of JCIC Asset Management's portfolio in Q1 2025, its #14 holding.
  • JCIC Asset Management first reported a position in UnitedHealth in Q4 2017 and has held it in 30 quarters since.
  • JCIC Asset Management's UnitedHealth position peaked at $7.31M in Q4 2021.
  • 3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on JCIC Asset Management's 13F filing for Q1 2025, filed 23 Apr 2025.