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New Jersey Better Educational Savings Trust’s UnitedHealth UNH Stock Holding History

New Jersey Better Educational Savings Trust’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
-366
Closed -$214K – 36
2024
Q3 		$214K Buy
+366
New +$207K 0.4% 29
2024
Q2 		– Sell
-1,063
Closed -$526K – 92
2024
Q1 		$526K Hold
1,063
– – 0.99% 23
2023
Q4 		$560K Hold
1,063
– – 1.18% 20
2023
Q3 		$536K Hold
1,063
– – 1.31% 21
2023
Q2 		$511K Hold
1,063
– – 1.2% 22
2023
Q1 		$502K Hold
1,063
– – 1.36% 21
2022
Q4 		$564K Hold
1,063
– – 1.66% 15
2022
Q3 		$537K Hold
1,063
– – 1.8% 16
2022
Q2 		$546K Hold
1,063
– – 1.72% 15
2022
Q1 		$542K Hold
1,063
– – 1.32% 20
2021
Q4 		$534K Hold
1,063
– – 1.18% 19
2021
Q3 		$415K Hold
1,063
– – 0.82% 39
2021
Q2 		$426K Hold
1,063
– – 0.85% 34
2021
Q1 		$396K Sell
1,063
-955
-47% -$331K 0.87% 36
2020
Q4 		$708K Sell
2,018
-82
-4% -$27.5K 1.31% 17
2020
Q3 		$655K Hold
2,100
– – 1.08% 22
2020
Q2 		$619K Hold
2,100
– – 1.14% 23
2020
Q1 		$524K Hold
2,100
– – 1.23% 25
2019
Q4 		$617K Buy
2,100
+100
+5% +$26.2K 1.05% 28
2019
Q3 		$435K Hold
2,000
– – 0.61% 36
2019
Q2 		$488K Sell
2,000
-1,000
-33% -$241K 0.65% 29
2019
Q1 		$742K Buy
+3,000
New +$765K 0.99% 20
2017
Q4 		– Sell
-5,000
Closed -$979K – 196
2017
Q3 		$979K Buy
5,000
+2,000
+67% +$386K 0.82% 25
2017
Q2 		$556K Buy
+3,000
New +$526K 0.48% 62
2015
Q3 		– Sell
-5,000
Closed -$610K – 178
2015
Q2 		$610K Buy
+5,000
New +$591K 0.4% 115

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

New Jersey Better Educational Savings Trust's UNH Position: Q4 2024 in Review

New Jersey Better Educational Savings Trust sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 366 shares — an estimated $214K sold.

New Jersey Better Educational Savings Trust first reported a position in UNH in Q2 2015 and held it in 25 quarters. The position peaked at $979K in Q3 2017. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • New Jersey Better Educational Savings Trust reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
  • New Jersey Better Educational Savings Trust sold 366 UnitedHealth shares in Q4 2024, an estimated $214K.
  • New Jersey Better Educational Savings Trust first reported a position in UnitedHealth in Q2 2015 and held it in 25 quarters.
  • New Jersey Better Educational Savings Trust's UnitedHealth position peaked at $979K in Q3 2017.
  • 3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on New Jersey Better Educational Savings Trust's 13F filing for Q4 2024, filed 31 Jan 2025.