Orser Capital Management’s UnitedHealth UNH Stock Holding History

Orser 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 Q4	–	Sell	-973	Closed	-$569K	–	40
2024 Q3	$569K	Buy	973 +35	+4%	+$19.8K	0.41%	33
2024 Q2	$478K	Sell	938 -90	-9%	-$44.1K	0.36%	34
2024 Q1	$509K	Buy	1,028 +578	+128%	+$294K	0.48%	34
2023 Q4	$237K	Hold	450	–	–	0.26%	41
2023 Q3	$227K	Hold	450	–	–	0.22%	51
2023 Q2	$216K	Hold	450	–	–	0.22%	51
2023 Q1	$213K	Hold	450	–	–	0.24%	51
2022 Q4	$239K	Hold	450	–	–	0.34%	44
2022 Q3	$227K	Hold	450	–	–	0.4%	39
2022 Q2	$231K	Hold	450	–	–	0.3%	45
2022 Q1	$229K	Hold	450	–	–	0.14%	81
2021 Q4	$226K	Buy	+450	New	+$204K	0.11%	90
2020 Q1	–	Sell	-700	Closed	-$206K	–	78
2019 Q4	$206K	Buy	+700	New	+$183K	0.2%	80

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Orser Capital Management's UNH Position: Q4 2024 in Review

Orser Capital Management sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 973 shares — an estimated $569K sold.

Orser Capital Management first reported a position in UNH in Q4 2019 and held it in 13 quarters. The position peaked at $569K in Q3 2024. 3,675 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

Orser Capital Management reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
Orser Capital Management sold 973 UnitedHealth shares in Q4 2024, an estimated $569K.
Orser Capital Management first reported a position in UnitedHealth in Q4 2019 and held it in 13 quarters.
Orser Capital Management's UnitedHealth position peaked at $569K in Q3 2024.
3,675 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Orser Capital Management's 13F filing for Q4 2024, filed 14 Jan 2025.