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Long Island Wealth Management’s UnitedHealth UNH Stock Holding History

Long Island Wealth 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
Q1 		– Sell
-75
Closed -$39K – 376
2023
Q4 		$39K Buy
+75
New +$40K 0.03% 135

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Long Island Wealth Management's UNH Position: Q1 2024 in Review

Long Island Wealth Management sold out of UnitedHealth (UNH) in Q1 2024, closing a stake of 75 shares — an estimated $39K sold.

Long Island Wealth Management first reported a position in UNH in Q4 2023 and held it in 1 quarter. The position peaked at $39K in Q4 2023. 3,374 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

  • Long Island Wealth Management reported no remaining UnitedHealth position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 75 UnitedHealth shares in Q1 2024, an estimated $39K.
  • Long Island Wealth Management first reported a position in UnitedHealth in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's UnitedHealth position peaked at $39K in Q4 2023.
  • 3,374 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.