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Mayfair Advisory Group’s UnitedHealth UNH Stock Holding History

Mayfair Advisory Group’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
-344
Closed -$203K – 167
2024
Q3 		$203K Buy
+344
New +$195K 0.13% 151
2024
Q2 		– Sell
-428
Closed -$212K – 151
2024
Q1 		$212K Buy
+428
New +$218K 0.15% 131

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

Mayfair Advisory Group's UNH Position: Q4 2024 in Review

Mayfair Advisory Group sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 344 shares — an estimated $203K sold.

Mayfair Advisory Group first reported a position in UNH in Q1 2024 and held it in 2 quarters. The position peaked at $212K in Q1 2024. 3,675 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Mayfair Advisory Group reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
  • Mayfair Advisory Group sold 344 UnitedHealth shares in Q4 2024, an estimated $203K.
  • Mayfair Advisory Group first reported a position in UnitedHealth in Q1 2024 and held it in 2 quarters.
  • Mayfair Advisory Group's UnitedHealth position peaked at $212K in Q1 2024.
  • 3,675 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Mayfair Advisory Group's 13F filing for Q4 2024, filed 14 Jan 2025.