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Paloma Partners’s UnitedHealth UNH Stock Holding History

Paloma Partners’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
-6,600
Closed -$3.86M – 1054
2024
Q3 		$3.86M Sell
6,600
-4,200
-39% -$2.38M 0.11% 175
2024
Q2 		$5.5M Buy
+10,800
New +$5.29M 0.15% 104
2024
Q1 		– Sell
-1,600
Closed -$842K – 1067
2023
Q4 		$842K Buy
+1,600
New +$853K 0.03% 448
2023
Q3 		– Sell
-4,100
Closed -$1.97M – 927
2023
Q2 		$1.97M Sell
4,100
-2,900
-41% -$1.42M 0.07% 247
2023
Q1 		$3.31M Buy
7,000
+2,700
+63% +$1.3M 0.12% 146
2022
Q4 		$2.28M Buy
+4,300
New +$2.28M 0.11% 188
2020
Q1 		– Sell
-10,000
Closed -$2.94M – 2095
2019
Q4 		$2.94M Sell
10,000
-5,700
-36% -$1.49M 0.04% 434
2019
Q3 		$3.41M Buy
+15,700
New +$3.79M 0.07% 233
2018
Q2 		– Sell
-14,000
Closed -$3M – 2235
2018
Q1 		$3M Hold
14,000
– – 0.05% 361
2017
Q4 		$3.09M Sell
14,000
-9,600
-41% -$2.03M 0.04% 474
2017
Q3 		$4.62M Sell
23,600
-15,600
-40% -$3.01M 0.06% 308
2017
Q2 		$7.27M Buy
+39,200
New +$6.87M 0.09% 212
2017
Q1 		– Sell
-23,600
Closed -$3.78M – 2249
2016
Q4 		$3.78M Sell
23,600
-136,100
-85% -$20.3M 0.04% 361
2016
Q3 		$22.4M Buy
159,700
+131,700
+470% +$18.4M 0.28% 53
2016
Q2 		$3.95M Sell
28,000
-79,200
-74% -$10.6M 0.04% 344
2016
Q1 		$13.8M Buy
107,200
+99,200
+1,240% +$11.7M 0.23% 59
2015
Q4 		$941K Sell
8,000
-4,000
-33% -$468K 0.02% 696
2015
Q3 		$1.39M Sell
12,000
-109,100
-90% -$13.1M 0.03% 478
2015
Q2 		$14.8M Buy
+121,100
New +$14.3M 0.28% 73

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

Paloma Partners's UNH Position: Q4 2024 in Review

Paloma Partners sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 1,536 shares — an estimated $898K sold.

Paloma Partners first reported a position in UNH in Q2 2013 and held it in 41 quarters. The position peaked at $16.4M in Q2 2019. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Paloma Partners reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 1,536 UnitedHealth shares in Q4 2024, an estimated $898K.
  • Paloma Partners first reported a position in UnitedHealth in Q2 2013 and held it in 41 quarters.
  • Paloma Partners's UnitedHealth position peaked at $16.4M in Q2 2019.
  • 3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.