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Lane & Associates’s UnitedHealth UNH Stock Holding History

Lane & 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
Q3 		– Sell
-539
Closed -$274K – 123
2024
Q2 		$274K Buy
539
+81
+18% +$39.7K 0.16% 91
2024
Q1 		$227K Sell
458
-11
-2% -$5.59K 0.14% 106
2023
Q4 		$247K Sell
469
-8
-2% -$4.27K 0.18% 94
2023
Q3 		$240K Sell
477
-40
-8% -$19.7K 0.19% 95
2023
Q2 		$248K Sell
517
-93
-15% -$45.5K 0.2% 88
2023
Q1 		$288K Sell
610
-5
-0.8% -$2.41K 0.26% 73
2022
Q4 		$326K Buy
+615
New +$326K 0.31% 69

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

Lane & Associates's UNH Position: Q3 2024 in Review

Lane & Associates sold out of UnitedHealth (UNH) in Q3 2024, closing a stake of 539 shares — an estimated $274K sold.

Lane & Associates first reported a position in UNH in Q4 2022 and held it in 7 quarters. The position peaked at $326K in Q4 2022. 3,465 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • Lane & Associates reported no remaining UnitedHealth position as of Q3 2024 after selling out during the quarter.
  • Lane & Associates sold 539 UnitedHealth shares in Q3 2024, an estimated $274K.
  • Lane & Associates first reported a position in UnitedHealth in Q4 2022 and held it in 7 quarters.
  • Lane & Associates's UnitedHealth position peaked at $326K in Q4 2022.
  • 3,465 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Lane & Associates's 13F filing for Q3 2024, filed 12 Nov 2024.