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LifePro Asset Management’s UnitedHealth UNH Stock Holding History

LifePro Asset Management’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 		$706K Buy
1,207
+276
+30% +$156K 0.43% 67
2024
Q2 		$474K Sell
931
-33
-3% -$16.2K 0.34% 66
2024
Q1 		$477K Buy
+964
New +$490K 0.32% 72
2023
Q2 		– Sell
-1,354
Closed -$718K – 136
2023
Q1 		$718K Buy
1,354
+12
+0.9% +$5.79K 0.52% 44
2022
Q4 		$712K Buy
1,342
+101
+8% +$53.5K 0.52% 44
2022
Q3 		$627K Buy
1,241
+467
+60% +$246K 0.36% 31
2022
Q2 		$398K Buy
+774
New +$389K 0.21% 79

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

LifePro Asset Management's UNH Position: Q3 2024 in Review

LifePro Asset Management increased its UnitedHealth (UNH) stake by 30% in Q3 2024, buying an estimated $156K and bringing the position to 1,207 shares worth $706K. The position accounts for 0.43% of the portfolio, ranked #67.

LifePro Asset Management first reported a position in UNH in Q2 2022 and has held it in 7 quarters since. The position peaked at $718K in Q1 2023. 3,465 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • LifePro Asset Management held 1,207 shares of UnitedHealth worth $706K as of Q3 2024.
  • LifePro Asset Management bought 276 UnitedHealth shares in Q3 2024, an estimated $156K.
  • UnitedHealth made up 0.43% of LifePro Asset Management's portfolio in Q3 2024, its #67 holding.
  • LifePro Asset Management first reported a position in UnitedHealth in Q2 2022 and has held it in 7 quarters since.
  • LifePro Asset Management's UnitedHealth position peaked at $718K in Q1 2023.
  • 3,465 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.