Running Point Capital Advisors’s UnitedHealth UNH Stock Holding History

Running Point Capital Advisors’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	-454	Closed	-$239K	–	166
2023 Q4	$239K	Sell	454 -32	-7%	-$17.1K	0.12%	91
2023 Q3	$245K	Buy	486 +27	+6%	+$13.3K	0.14%	82
2023 Q2	$221K	Sell	459 -22	-5%	-$10.8K	0.12%	91
2023 Q1	$227K	Buy	481 +2	+0.4%	+$965	0.14%	87
2022 Q4	$254K	Buy	479 +20	+4%	+$10.6K	0.16%	83
2022 Q3	$232K	Buy	+459	New	+$241K	0.15%	83
2022 Q2	–	Sell	-467	Closed	-$238K	–	235
2022 Q1	$238K	Buy	467 +16	+4%	+$7.72K	0.14%	84
2021 Q4	$226K	Buy	+451	New	+$204K	0.14%	73

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Running Point Capital Advisors's UNH Position: Q1 2024 in Review

Running Point Capital Advisors sold out of UnitedHealth (UNH) in Q1 2024, closing a stake of 454 shares — an estimated $239K sold.

Running Point Capital Advisors first reported a position in UNH in Q4 2021 and held it in 8 quarters. The position peaked at $254K in Q4 2022. 3,374 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

Running Point Capital Advisors reported no remaining UnitedHealth position as of Q1 2024 after selling out during the quarter.
Running Point Capital Advisors sold 454 UnitedHealth shares in Q1 2024, an estimated $239K.
Running Point Capital Advisors first reported a position in UnitedHealth in Q4 2021 and held it in 8 quarters.
Running Point Capital Advisors's UnitedHealth position peaked at $254K in Q4 2022.
3,374 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Running Point Capital Advisors's 13F filing for Q1 2024, filed 15 May 2024.