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Levin Capital Strategies’s UnitedHealth UNH Stock Holding History

Levin Capital Strategies’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
-383
Closed -$224K – 271
2024
Q3 		$224K Buy
+383
New +$217K 0.02% 186
2018
Q2 		– Sell
-3,350
Closed -$717K – 333
2018
Q1 		$717K Sell
3,350
-559
-14% -$128K 0.01% 168
2017
Q4 		$862K Buy
3,909
+500
+15% +$106K 0.01% 154
2017
Q3 		$668K Hold
3,409
– – 0.01% 176
2017
Q2 		$632K Buy
3,409
+59
+2% +$10.3K 0.01% 178
2017
Q1 		$549K Buy
+3,350
New +$549K 0.01% 193

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

Levin Capital Strategies's UNH Position: Q4 2024 in Review

Levin Capital Strategies sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 383 shares — an estimated $224K sold.

Levin Capital Strategies first reported a position in UNH in Q1 2017 and held it in 6 quarters. The position peaked at $862K in Q4 2017. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Levin Capital Strategies reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
  • Levin Capital Strategies sold 383 UnitedHealth shares in Q4 2024, an estimated $224K.
  • Levin Capital Strategies first reported a position in UnitedHealth in Q1 2017 and held it in 6 quarters.
  • Levin Capital Strategies's UnitedHealth position peaked at $862K in Q4 2017.
  • 3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Levin Capital Strategies's 13F filing for Q4 2024, filed 5 Feb 2025.