RIM
UNH icon

Rockbridge Investment Management’s UnitedHealth UNH Stock Holding History

Rockbridge Investment Management’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
Q1 		– Sell
-367
Closed -$193K – 591
2023
Q4 		$193K Buy
+367
New +$196K 0.03% 116
2023
Q1 		– Sell
-442
Closed -$234K – 113
2022
Q4 		$234K Buy
442
+19
+4% +$10.1K 0.05% 99
2022
Q3 		$214K Hold
423
– – 0.05% 94
2022
Q2 		$217K Sell
423
-113
-21% -$56.7K 0.05% 99
2022
Q1 		$275K Sell
536
-25
-4% -$12.1K 0.04% 129
2021
Q4 		$282K Buy
561
+73
+15% +$33K 0.04% 142
2021
Q3 		$191K Hold
488
– – 0.03% 158
2021
Q2 		$195K Sell
488
-39
-7% -$15.6K 0.03% 154
2021
Q1 		$196K Sell
527
-16
-3% -$5.54K 0.04% 140
2020
Q4 		$190K Buy
543
+14
+3% +$4.69K 0.04% 140
2020
Q3 		$165K Sell
529
-56
-10% -$17.2K 0.04% 135
2020
Q2 		$173K Buy
+585
New +$168K 0.04% 131

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

Rockbridge Investment Management's UNH Position: Q1 2024 in Review

Rockbridge Investment Management sold out of UnitedHealth (UNH) in Q1 2024, closing a stake of 367 shares — an estimated $193K sold.

Rockbridge Investment Management first reported a position in UNH in Q2 2020 and held it in 12 quarters. The position peaked at $282K in Q4 2021. 3,375 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

  • Rockbridge Investment Management reported no remaining UnitedHealth position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 367 UnitedHealth shares in Q1 2024, an estimated $193K.
  • Rockbridge Investment Management first reported a position in UnitedHealth in Q2 2020 and held it in 12 quarters.
  • Rockbridge Investment Management's UnitedHealth position peaked at $282K in Q4 2021.
  • 3,375 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.