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Legacy CG’s UnitedHealth UNH Stock Holding History

Legacy CG’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
-9,310
Closed -$4.74M – 62
2024
Q2 		$4.74M Sell
9,310
-274
-3% -$134K 1.61% 30
2024
Q1 		$4.74M Buy
9,584
+217
+2% +$110K 1.72% 28
2023
Q4 		$4.93M Buy
9,367
+452
+5% +$241K 1.87% 22
2023
Q3 		$4.49M Buy
8,915
+614
+7% +$302K 2.09% 12
2023
Q2 		$3.99M Buy
8,301
+527
+7% +$258K 1.84% 20
2023
Q1 		$3.67M Buy
7,774
+577
+8% +$278K 1.86% 16
2022
Q4 		$3.82M Buy
7,197
+53
+0.7% +$28.1K 2.24% 15
2022
Q3 		$3.61M Buy
7,144
+79
+1% +$41.5K 2.38% 13
2022
Q2 		$3.63M Buy
7,065
+74
+1% +$37.2K 2.5% 9
2022
Q1 		$3.56M Buy
+6,991
New +$3.37M 2.32% 15

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

Legacy CG's UNH Position: Q3 2024 in Review

Legacy CG sold out of UnitedHealth (UNH) in Q3 2024, closing a stake of 9,310 shares — an estimated $4.74M sold.

Legacy CG first reported a position in UNH in Q1 2022 and held it in 10 quarters. The position peaked at $4.93M in Q4 2023. 3,465 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • Legacy CG reported no remaining UnitedHealth position as of Q3 2024 after selling out during the quarter.
  • Legacy CG sold 9,310 UnitedHealth shares in Q3 2024, an estimated $4.74M.
  • Legacy CG first reported a position in UnitedHealth in Q1 2022 and held it in 10 quarters.
  • Legacy CG's UnitedHealth position peaked at $4.93M in Q4 2023.
  • 3,465 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Legacy CG's 13F filing for Q3 2024, filed 30 Oct 2024.