PVH
UNH icon

Psagot Value Holdings’s UnitedHealth UNH Stock Holding History

Psagot Value Holdings’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
Q2 		– Sell
-348
Closed -$172K – 115
2024
Q1 		$172K Sell
348
-804
-70% -$409K 1.56% 23
2023
Q4 		$605K Sell
1,152
-11
-0.9% -$5.87K 0.26% 81
2023
Q3 		$593K Buy
1,163
+5
+0.4% +$2.46K 0.3% 69
2023
Q2 		$552K Sell
1,158
-70
-6% -$34.2K 0.28% 72
2023
Q1 		$572K Sell
1,228
-1,380
-53% -$666K 0.24% 86
2022
Q4 		$1.38M Sell
2,608
-25
-0.9% -$13.2K 0.41% 55
2022
Q3 		$1.33M Buy
2,633
+513
+24% +$270K 0.38% 54
2022
Q2 		$1.09M Sell
2,120
-300
-12% -$151K 0.25% 70
2022
Q1 		$1.23M Sell
2,420
-1,256
-34% -$606K 0.27% 69
2021
Q4 		$1.85M Buy
3,676
+1,121
+44% +$507K 0.35% 60
2021
Q3 		$998K Hold
2,555
– – 0.17% 105
2021
Q2 		$1.02M Buy
2,555
+165
+7% +$65.8K 0.04% 156
2021
Q1 		$889K Sell
2,390
-150
-6% -$52K 0.02% 191
2020
Q4 		$891K Sell
2,540
-2,215
-47% -$742K 0.02% 179
2020
Q3 		$1.48M Sell
4,755
-255
-5% -$78.3K 0.04% 144
2020
Q2 		$1.48M Hold
5,010
– – 0.04% 128
2020
Q1 		$1.25M Sell
5,010
-4,501
-47% -$1.24M 0.05% 127
2019
Q4 		$2.8M Buy
9,511
+289
+3% +$75.6K 0.09% 122
2019
Q3 		$2M Buy
9,222
+122
+1% +$29.4K 0.08% 128
2019
Q2 		$2.22M Buy
9,100
+1,000
+12% +$241K 0.09% 127
2019
Q1 		$2M Sell
8,100
-150
-2% -$38.3K 0.08% 132
2018
Q4 		$2.06M Buy
8,250
+8,100
+5,400% +$2.14M 0.09% 122
2018
Q3 		$40K Buy
+150
New +$39K ﹤0.01% 300
2015
Q1 		– Sell
-179
Closed -$18K – 376
2014
Q4 		$18K Sell
179
-300
-63% -$28.4K ﹤0.01% 330
2014
Q3 		$41K Buy
479
+79
+20% +$6.68K ﹤0.01% 323
2014
Q2 		$33K Hold
400
– – ﹤0.01% 345
2014
Q1 		$33K Buy
400
+380
+1,900% +$28.6K ﹤0.01% 399
2013
Q4 		$2K Buy
+20
New +$1.44K ﹤0.01% 428

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Psagot Value Holdings's UNH Position: Q2 2024 in Review

Psagot Value Holdings sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 348 shares — an estimated $172K sold.

Psagot Value Holdings first reported a position in UNH in Q4 2013 and held it in 28 quarters. The position peaked at $2.8M in Q4 2019. 3,401 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

  • Psagot Value Holdings reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
  • Psagot Value Holdings sold 348 UnitedHealth shares in Q2 2024, an estimated $172K.
  • Psagot Value Holdings first reported a position in UnitedHealth in Q4 2013 and held it in 28 quarters.
  • Psagot Value Holdings's UnitedHealth position peaked at $2.8M in Q4 2019.
  • 3,401 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Psagot Value Holdings's 13F filing for Q2 2024.