Q
UNH icon

QVR’s UnitedHealth UNH Stock Holding History

QVR’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
-835
Closed -$413K – 33
2024
Q1 		$413K Buy
+835
New +$424K 0.07% 21
2023
Q1 		– Sell
-202
Closed -$107K – 174
2022
Q4 		$107K Sell
202
-2,080
-91% -$1.1M 0.01% 137
2022
Q3 		$1.15M Sell
2,282
-212
-9% -$111K 0.09% 171
2022
Q2 		$1.28M Buy
+2,494
New +$1.25M 0.09% 158
2021
Q4 		– Sell
-1,209
Closed -$472K – 288
2021
Q3 		$472K Buy
1,209
+1,097
+979% +$454K 0.03% 245
2021
Q2 		$45K Buy
112
+93
+489% +$37.1K ﹤0.01% 253
2021
Q1 		$7K Buy
+19
New +$6.58K ﹤0.01% 238

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

QVR's UNH Position: Q2 2024 in Review

QVR sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 835 shares — an estimated $413K sold.

QVR first reported a position in UNH in Q1 2021 and held it in 7 quarters. The position peaked at $1.28M in Q2 2022. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

  • QVR reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
  • QVR sold 835 UnitedHealth shares in Q2 2024, an estimated $413K.
  • QVR first reported a position in UnitedHealth in Q1 2021 and held it in 7 quarters.
  • QVR's UnitedHealth position peaked at $1.28M in Q2 2022.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on QVR's 13F filing for Q2 2024, filed 29 Jul 2024.