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Raymond James & Associates’s UnitedHealth UNH Stock Holding History

Raymond James & Associates’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
2022
Q3 		– Sell
-5,500
Closed -$211K – 4145
2022
Q2 		$211K Sell
5,500
-2,100
-28% -$1.05M ﹤0.01% 3481
2022
Q1 		$416K Hold
7,600
– – ﹤0.01% 3180
2021
Q4 		$422K Buy
+7,600
New +$3.44M ﹤0.01% 3212
2021
Q3 		– Sell
-7,600
Closed -$206K – 4266
2021
Q2 		$206K Buy
+7,600
New +$3.03M ﹤0.01% 3670

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

Raymond James & Associates's UNH Position: Q3 2024 in Review

Raymond James & Associates increased its UnitedHealth (UNH) stake by 33% in Q3 2024, buying an estimated $332M and bringing the position to 2,361,396 shares worth $1.38B. The position accounts for 0.84% of the portfolio, ranked #15.

Raymond James & Associates first reported a position in UNH in Q2 2013 and has held it in 46 quarters since. 3,468 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • Raymond James & Associates held 2,361,396 shares of UnitedHealth worth $1.38B as of Q3 2024.
  • Raymond James & Associates bought 587,088 UnitedHealth shares in Q3 2024, an estimated $332M.
  • UnitedHealth made up 0.84% of Raymond James & Associates's portfolio in Q3 2024, its #15 holding.
  • Raymond James & Associates first reported a position in UnitedHealth in Q2 2013 and has held it in 46 quarters since.
  • 3,468 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.