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Moody Aldrich Partners’s UnitedHealth UNH Stock Holding History

Moody Aldrich Partners’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 		– Sell
-779
Closed -$397K – 216
2024
Q2 		$397K Sell
779
-340
-30% -$167K 0.08% 140
2024
Q1 		$554K Buy
1,119
+31
+3% +$15.8K 0.09% 135
2023
Q4 		$573K Sell
1,088
-50
-4% -$26.7K 0.1% 130
2023
Q3 		$581K Buy
+1,138
New +$560K 0.11% 126

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

Moody Aldrich Partners's UNH Position: Q3 2024 in Review

Moody Aldrich Partners sold out of UnitedHealth (UNH) in Q3 2024, closing a stake of 779 shares — an estimated $397K sold.

Moody Aldrich Partners first reported a position in UNH in Q3 2023 and held it in 4 quarters. The position peaked at $581K in Q3 2023. 3,465 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • Moody Aldrich Partners reported no remaining UnitedHealth position as of Q3 2024 after selling out during the quarter.
  • Moody Aldrich Partners sold 779 UnitedHealth shares in Q3 2024, an estimated $397K.
  • Moody Aldrich Partners first reported a position in UnitedHealth in Q3 2023 and held it in 4 quarters.
  • Moody Aldrich Partners's UnitedHealth position peaked at $581K in Q3 2023.
  • 3,465 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Moody Aldrich Partners's 13F filing for Q3 2024, filed 22 Oct 2024.