LL
UNH icon

LWMG LLC’s UnitedHealth UNH Stock Holding History

LWMG LLC’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 		$1.34M Buy
2,287
+768
+51% +$434K 0.25% 31
2024
Q2 		$773K Buy
1,519
+11
+0.7% +$5.39K 0.16% 41
2024
Q1 		$746K Sell
1,508
-86
-5% -$43.7K 0.17% 41
2023
Q4 		$839K Buy
1,594
+48
+3% +$25.6K 0.21% 37
2023
Q3 		$779K Sell
1,546
-2
-0.1% -$984 0.21% 36
2023
Q2 		$744K Sell
1,548
-8
-0.5% -$3.91K 0.21% 38
2023
Q1 		$735K Sell
1,556
-2
-0.1% -$965 0.23% 35
2022
Q4 		$826K Buy
+1,558
New +$825K 0.3% 41

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

LWMG LLC's UNH Position: Q3 2024 in Review

LWMG LLC increased its UnitedHealth (UNH) stake by 51% in Q3 2024, buying an estimated $434K and bringing the position to 2,287 shares worth $1.34M. The position accounts for 0.25% of the portfolio, ranked #31.

LWMG LLC first reported a position in UNH in Q4 2022 and has held it in 8 quarters since. 3,465 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • LWMG LLC held 2,287 shares of UnitedHealth worth $1.34M as of Q3 2024.
  • LWMG LLC bought 768 UnitedHealth shares in Q3 2024, an estimated $434K.
  • UnitedHealth made up 0.25% of LWMG LLC's portfolio in Q3 2024, its #31 holding.
  • LWMG LLC first reported a position in UnitedHealth in Q4 2022 and has held it in 8 quarters since.
  • 3,465 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on LWMG LLC's 13F filing for Q3 2024, filed 4 Oct 2024.