Morgan Dempsey Capital Management’s UnitedHealth UNH Stock Holding History

Morgan Dempsey Capital 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 Q2	–	Sell	-24	Closed	-$11.9K	–	123
2024 Q1	$11.9K	Hold	24	–	–	﹤0.01%	83
2023 Q4	$12.6K	Hold	24	–	–	﹤0.01%	78
2023 Q3	$12.1K	Hold	24	–	–	﹤0.01%	77
2023 Q2	$11.5K	Hold	24	–	–	﹤0.01%	82
2023 Q1	$11.3K	Hold	24	–	–	﹤0.01%	83
2022 Q4	$12.7K	Hold	24	–	–	﹤0.01%	100
2022 Q3	$12K	Buy	+24	New	+$12.6K	﹤0.01%	96

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

Morgan Dempsey Capital Management's UNH Position: Q2 2024 in Review

Morgan Dempsey Capital Management sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 24 shares — an estimated $11.9K sold.

Morgan Dempsey Capital Management first reported a position in UNH in Q3 2022 and held it in 7 quarters. The position peaked at $12.7K in Q4 2022. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

Morgan Dempsey Capital Management reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
Morgan Dempsey Capital Management sold 24 UnitedHealth shares in Q2 2024, an estimated $11.9K.
Morgan Dempsey Capital Management first reported a position in UnitedHealth in Q3 2022 and held it in 7 quarters.
Morgan Dempsey Capital Management's UnitedHealth position peaked at $12.7K in Q4 2022.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Morgan Dempsey Capital Management's 13F filing for Q2 2024, filed 6 Aug 2024.