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Morris Financial Concepts’s UnitedHealth UNH Stock Holding History

Morris Financial Concepts’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
-392
Closed -$229K – 196
2024
Q3 		$229K Buy
+392
New +$222K 0.1% 110

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

Morris Financial Concepts's UNH Position: Q4 2024 in Review

Morris Financial Concepts sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 392 shares — an estimated $229K sold.

Morris Financial Concepts first reported a position in UNH in Q3 2024 and held it in 1 quarter. The position peaked at $229K in Q3 2024. 3,675 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Morris Financial Concepts reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
  • Morris Financial Concepts sold 392 UnitedHealth shares in Q4 2024, an estimated $229K.
  • Morris Financial Concepts first reported a position in UnitedHealth in Q3 2024 and held it in 1 quarter.
  • Morris Financial Concepts's UnitedHealth position peaked at $229K in Q3 2024.
  • 3,675 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Morris Financial Concepts's 13F filing for Q4 2024, filed 29 Jan 2025.