ODG
UNH icon

O'Dell Group’s UnitedHealth UNH Stock Holding History

O'Dell Group’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
Q1 		– Sell
-140
Closed -$73.6K – 453
2023
Q4 		$73.6K Buy
+140
New +$74.7K 0.02% 168
2023
Q3 		– Sell
-103
Closed -$49.5K – 458
2023
Q2 		$49.5K Buy
+103
New +$50.4K 0.01% 192
2022
Q4 		– Sell
-69
Closed -$35K – 384
2022
Q3 		$35K Buy
69
+30
+77% +$15.8K 0.01% 175
2022
Q2 		$20K Hold
39
– – 0.01% 227
2022
Q1 		$20K Sell
39
-18
-32% -$8.68K 0.01% 256
2021
Q4 		$29K Hold
57
– – 0.01% 208
2021
Q3 		$22K Buy
+57
New +$23.6K 0.01% 228

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

O'Dell Group's UNH Position: Q1 2024 in Review

O'Dell Group sold out of UnitedHealth (UNH) in Q1 2024, closing a stake of 140 shares — an estimated $73.6K sold.

O'Dell Group first reported a position in UNH in Q3 2021 and held it in 7 quarters. The position peaked at $73.6K in Q4 2023. 3,374 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

  • O'Dell Group reported no remaining UnitedHealth position as of Q1 2024 after selling out during the quarter.
  • O'Dell Group sold 140 UnitedHealth shares in Q1 2024, an estimated $73.6K.
  • O'Dell Group first reported a position in UnitedHealth in Q3 2021 and held it in 7 quarters.
  • O'Dell Group's UnitedHealth position peaked at $73.6K in Q4 2023.
  • 3,374 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.