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SignalPoint Asset Management’s UnitedHealth UNH Stock Holding History

SignalPoint Asset 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
Q4 		$530K Buy
1,047
+14
+1% +$7.96K 0.13% 129
2024
Q3 		$601K Sell
1,033
-42
-4% -$23.8K 0.14% 136
2024
Q2 		$547K Buy
1,075
+20
+2% +$9.8K 0.15% 141
2024
Q1 		$527K Sell
1,055
-4
-0.4% -$2.03K 0.14% 141
2023
Q4 		$557K Sell
1,059
-7
-0.7% -$3.73K 0.16% 125
2023
Q3 		$537K Buy
1,066
+100
+10% +$49.2K 0.17% 119
2023
Q2 		$464K Buy
966
+73
+8% +$35.7K 0.14% 134
2023
Q1 		$422K Buy
893
+15
+2% +$7.24K 0.13% 143
2022
Q4 		$465K Buy
878
+47
+6% +$24.9K 0.16% 127
2022
Q3 		$419K Buy
831
+21
+3% +$11K 0.16% 123
2022
Q2 		$416K Sell
810
-30
-4% -$15.1K 0.15% 136
2022
Q1 		$428K Buy
840
+18
+2% +$8.68K 0.14% 143
2021
Q4 		$412K Buy
822
+32
+4% +$14.5K 0.13% 151
2021
Q3 		$309K Buy
790
+4
+0.5% +$1.66K 0.1% 169
2021
Q2 		$315K Buy
786
+24
+3% +$9.57K 0.1% 172
2021
Q1 		$284K Buy
762
+165
+28% +$57.2K 0.1% 170
2020
Q4 		$209K Sell
597
-70
-10% -$23.5K 0.08% 193
2020
Q3 		$208K Buy
+667
New +$205K 0.09% 182
2017
Q1 		– Sell
-6,052
Closed -$969K – 206
2016
Q4 		$969K Buy
6,052
+69
+1% +$10.3K 0.25% 92
2016
Q3 		$838K Buy
5,983
+285
+5% +$39.9K 0.22% 85
2016
Q2 		$805K Buy
5,698
+3,823
+204% +$510K 0.34% 62
2016
Q1 		$242K Buy
1,875
+5
+0.3% +$591 0.1% 190
2015
Q4 		$220K Buy
1,870
+5
+0.3% +$584 0.1% 177
2015
Q3 		$216K Sell
1,865
-91
-5% -$10.9K 0.1% 173
2015
Q2 		$231K Hold
1,956
– – 0.1% 170
2015
Q1 		$231K Buy
+1,956
New +$217K 0.1% 170

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SignalPoint Asset Management's UNH Position: Q4 2024 in Review

SignalPoint Asset Management increased its UnitedHealth (UNH) stake by 1.4% in Q4 2024, buying an estimated $7.96K and bringing the position to 1,047 shares worth $530K. The position accounts for 0.13% of the portfolio, ranked #129.

SignalPoint Asset Management first reported a position in UNH in Q1 2015 and has held it in 26 quarters since. The position peaked at $969K in Q4 2016. 3,682 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • SignalPoint Asset Management held 1,047 shares of UnitedHealth worth $530K as of Q4 2024.
  • SignalPoint Asset Management bought 14 UnitedHealth shares in Q4 2024, an estimated $7.96K.
  • UnitedHealth made up 0.13% of SignalPoint Asset Management's portfolio in Q4 2024, its #129 holding.
  • SignalPoint Asset Management first reported a position in UnitedHealth in Q1 2015 and has held it in 26 quarters since.
  • SignalPoint Asset Management's UnitedHealth position peaked at $969K in Q4 2016.
  • 3,682 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.