Meitav Investment House’s UnitedHealth UNH Stock Holding History

Meitav Investment House’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 Q2	–	Sell	-2,044	Closed	-$1.01M	–	239
2024 Q1	$1.01M	Buy	2,044 +1,591	+351%	+$809K	0.02%	139
2023 Q4	$238K	Sell	453 -44,200	-99%	-$23.6M	﹤0.01%	312
2023 Q3	$23M	Sell	44,653 -16,000	-26%	-$7.87M	0.37%	74
2023 Q2	$29M	Buy	60,653 +18,772	+45%	+$9.18M	0.47%	63
2023 Q1	$19.7M	Buy	41,881 +40,683	+3,396%	+$19.6M	0.34%	80
2022 Q4	$645K	Buy	1,198 +770	+180%	+$408K	0.01%	280
2022 Q3	$223K	Hold	428	–	–	﹤0.01%	342
2022 Q2	$229K	Buy	+428	New	+$215K	﹤0.01%	320
2020 Q1	–	Sell	-4,261	Closed	-$1.25M	–	449
2019 Q4	$1.25M	Sell	4,261 -78,615	-95%	-$20.6M	0.09%	138
2019 Q3	$18.1M	Buy	82,876 +2,061	+3%	+$497K	1.3%	22
2019 Q2	$19.7M	Buy	80,815 +77,315	+2,209%	+$18.6M	1.31%	21
2019 Q1	$848K	Buy	3,500 +2,000	+133%	+$510K	0.05%	187
2018 Q4	$369K	Hold	1,500	–	–	0.02%	229
2018 Q3	$397K	Hold	1,500	–	–	0.02%	360
2018 Q2	$367K	Hold	1,500	–	–	0.02%	353
2018 Q1	$321K	Sell	1,500 -5,795	-79%	-$1.32M	0.02%	282
2017 Q4	$1.63M	Buy	+7,295	New	+$1.55M	0.09%	102

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Meitav Investment House's UNH Position: Q2 2024 in Review

Meitav Investment House sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 2,044 shares — an estimated $1.01M sold.

Meitav Investment House first reported a position in UNH in Q4 2017 and held it in 17 quarters. The position peaked at $29M in Q2 2023. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

Meitav Investment House reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
Meitav Investment House sold 2,044 UnitedHealth shares in Q2 2024, an estimated $1.01M.
Meitav Investment House first reported a position in UnitedHealth in Q4 2017 and held it in 17 quarters.
Meitav Investment House's UnitedHealth position peaked at $29M in Q2 2023.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Meitav Investment House's 13F filing for Q2 2024, filed 29 Jul 2024.