O'Keefe Stevens Advisory’s UnitedHealth UNH Stock Holding History

O'Keefe Stevens Advisory’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
2025 Q1	–	Sell	-400	Closed	-$202K	–	76
2024 Q4	$202K	Sell	400 -4	-1%	-$2.27K	0.06%	72
2024 Q3	$236K	Buy	404 +4	+1%	+$2.26K	0.07%	67
2024 Q2	$204K	Buy	+400	New	+$196K	0.07%	64
2024 Q1	–	Sell	-400	Closed	-$211K	–	67
2023 Q4	$211K	Hold	400	–	–	0.08%	42
2023 Q3	$202K	Buy	+400	New	+$197K	0.09%	42
2023 Q1	–	Sell	-400	Closed	-$212K	–	41
2022 Q4	$212K	Sell	400 -99	-20%	-$52.4K	0.13%	36
2022 Q3	$252K	Buy	499 +99	+25%	+$52.1K	0.17%	34
2022 Q2	$205K	Hold	400	–	–	0.13%	36
2022 Q1	$204K	Hold	400	–	–	0.1%	38
2021 Q4	$201K	Buy	+400	New	+$181K	0.09%	43

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

O'Keefe Stevens Advisory's UNH Position: Q1 2025 in Review

O'Keefe Stevens Advisory sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 400 shares — an estimated $202K sold.

O'Keefe Stevens Advisory first reported a position in UNH in Q4 2021 and held it in 10 quarters. The position peaked at $252K in Q3 2022. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

O'Keefe Stevens Advisory reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
O'Keefe Stevens Advisory sold 400 UnitedHealth shares in Q1 2025, an estimated $202K.
O'Keefe Stevens Advisory first reported a position in UnitedHealth in Q4 2021 and held it in 10 quarters.
O'Keefe Stevens Advisory's UnitedHealth position peaked at $252K in Q3 2022.
3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on O'Keefe Stevens Advisory's 13F filing for Q1 2025, filed 9 Apr 2025.