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Relative Value Partners Group’s UnitedHealth UNH Stock Holding History

Relative Value Partners Group’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 		$1.84M Buy
3,623
+2,538
+234% +$1.24M 0.24% 96
2024
Q1 		$555K Sell
1,085
-7
-0.6% -$3.56K 0.03% 188
2023
Q4 		$575K Buy
1,092
+16
+1% +$8.53K 0.04% 186
2023
Q3 		$543K Buy
+1,076
New +$530K 0.04% 182
2022
Q2 		– Sell
-2,400
Closed -$1.22M – 248
2022
Q1 		$1.22M Buy
+2,400
New +$1.16M 0.09% 125

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Relative Value Partners Group's UNH Position: Q2 2024 in Review

Relative Value Partners Group increased its UnitedHealth (UNH) stake by 234% in Q2 2024, buying an estimated $1.24M and bringing the position to 3,623 shares worth $1.84M. The position accounts for 0.24% of the portfolio, ranked #96.

Relative Value Partners Group first reported a position in UNH in Q1 2022 and has held it in 5 quarters since. 3,395 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

  • Relative Value Partners Group held 3,623 shares of UnitedHealth worth $1.84M as of Q2 2024.
  • Relative Value Partners Group bought 2,538 UnitedHealth shares in Q2 2024, an estimated $1.24M.
  • UnitedHealth made up 0.24% of Relative Value Partners Group's portfolio in Q2 2024, its #96 holding.
  • Relative Value Partners Group first reported a position in UnitedHealth in Q1 2022 and has held it in 5 quarters since.
  • 3,395 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.