Kearns & Associates’s UnitedHealth UNH Stock Holding History

Kearns & 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	–	44
2024 Q3	$219K	Buy	+375	New	+$212K	0.14%	43
2023 Q4	–	Sell	-500	Closed	-$252K	–	45
2023 Q3	$252K	Hold	500	–	–	0.24%	35
2023 Q2	$240K	Hold	500	–	–	0.22%	36
2023 Q1	$236K	Hold	500	–	–	0.24%	36
2022 Q4	$265K	Buy	+500	New	+$265K	0.28%	31

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kearns & Associates's UNH Position: Q4 2024 in Review

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

Kearns & Associates first reported a position in UNH in Q4 2022 and held it in 5 quarters. The position peaked at $265K in Q4 2022. 3,675 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

Kearns & Associates reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
Kearns & Associates sold 375 UnitedHealth shares in Q4 2024, an estimated $219K.
Kearns & Associates first reported a position in UnitedHealth in Q4 2022 and held it in 5 quarters.
Kearns & Associates's UnitedHealth position peaked at $265K in Q4 2022.
3,675 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Kearns & Associates's 13F filing for Q4 2024, filed 23 Jan 2025.