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Lake Street Advisors Group’s UnitedHealth UNH Stock Holding History

Lake Street Advisors Group’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 		$6.18M Sell
12,223
-174
-1% -$98.9K 0.28% 58
2024
Q3 		$7.25M Buy
12,397
+225
+2% +$127K 0.33% 50
2024
Q2 		$6.2M Buy
12,172
+31
+0.3% +$15.2K 0.3% 56
2024
Q1 		$6.01M Sell
12,141
-207
-2% -$105K 0.28% 58
2023
Q4 		$6.5M Buy
12,348
+176
+1% +$93.9K 0.33% 51
2023
Q3 		$6.14M Buy
12,172
+53
+0.4% +$26.1K 0.36% 47
2023
Q2 		$5.83M Sell
12,119
-38
-0.3% -$18.6K 0.32% 49
2023
Q1 		$5.75M Buy
12,157
+227
+2% +$110K 0.36% 46
2022
Q4 		$6.33M Sell
11,930
-308
-3% -$163K 0.42% 43
2022
Q3 		$6.18M Buy
12,238
+920
+8% +$484K 0.45% 40
2022
Q2 		$5.81M Buy
11,318
+107
+1% +$53.7K 0.41% 41
2022
Q1 		$5.72M Buy
11,211
+696
+7% +$336K 0.36% 43
2021
Q4 		$5.28M Buy
+10,515
New +$4.76M 0.33% 46
2021
Q3 		– Sell
-6,606
Closed -$2.68M – 410
2021
Q2 		$2.68M Buy
6,606
+14
+0.2% +$5.58K 0.2% 58
2021
Q1 		$2.45M Buy
6,592
+159
+2% +$55.1K 0.2% 54
2020
Q4 		$2.26M Buy
6,433
+76
+1% +$25.5K 0.19% 55
2020
Q3 		$1.98M Buy
6,357
+301
+5% +$92.5K 0.19% 54
2020
Q2 		$1.79M Buy
6,056
+472
+8% +$135K 0.18% 53
2020
Q1 		$1.39M Sell
5,584
-127
-2% -$34.9K 0.17% 55
2019
Q4 		$1.68M Buy
5,711
+317
+6% +$82.9K 0.17% 47
2019
Q3 		$1M Sell
5,394
-91
-2% -$22K 0.11% 61
2019
Q2 		$1.34M Buy
5,485
+371
+7% +$89.2K 0.14% 49
2019
Q1 		$1.26M Buy
5,114
+946
+23% +$241K 0.13% 52
2018
Q4 		$1.04M Buy
4,168
+226
+6% +$59.7K 0.13% 50
2018
Q3 		$1.05M Sell
3,942
-2,311
-37% -$601K 0.12% 52
2018
Q2 		$1.53M Sell
6,253
-256
-4% -$61.5K 0.15% 47
2018
Q1 		$1.39M Sell
6,509
-764
-11% -$174K 0.16% 47
2017
Q4 		$1.6M Buy
+7,273
New +$1.54M 0.18% 39

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lake Street Advisors Group's UNH Position: Q4 2024 in Review

Lake Street Advisors Group reduced its UnitedHealth (UNH) stake by 1.4% in Q4 2024, selling an estimated $98.9K and leaving 12,223 shares worth $6.18M. The position accounts for 0.28% of the portfolio, ranked #58.

Lake Street Advisors Group first reported a position in UNH in Q4 2017 and has held it in 28 quarters since. The position peaked at $7.25M in Q3 2024. 3,675 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Lake Street Advisors Group held 12,223 shares of UnitedHealth worth $6.18M as of Q4 2024.
  • Lake Street Advisors Group sold 174 UnitedHealth shares in Q4 2024, an estimated $98.9K.
  • UnitedHealth made up 0.28% of Lake Street Advisors Group's portfolio in Q4 2024, its #58 holding.
  • Lake Street Advisors Group first reported a position in UnitedHealth in Q4 2017 and has held it in 28 quarters since.
  • Lake Street Advisors Group's UnitedHealth position peaked at $7.25M in Q3 2024.
  • 3,675 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.