Smith Shellnut Wilson’s UnitedHealth UNH Stock Holding History

Smith Shellnut Wilson’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 Q3	–	Sell	-536	Closed	-$273K	–	151
2024 Q2	$273K	Hold	536	–	–	0.13%	111
2024 Q1	$265K	Hold	536	–	–	0.14%	109
2023 Q4	$282K	Buy	+536	New	+$286K	0.16%	100
2023 Q1	–	Sell	-416	Closed	-$221K	–	132
2022 Q4	$221K	Hold	416	–	–	0.14%	117
2022 Q3	$210K	Hold	416	–	–	0.14%	118
2022 Q2	$214K	Hold	416	–	–	0.13%	121
2022 Q1	$212K	Hold	416	–	–	0.11%	137
2021 Q4	$209K	Buy	+416	New	+$188K	0.1%	142
2020 Q1	–	Sell	-691	Closed	-$203K	–	146
2019 Q4	$203K	Buy	+691	New	+$181K	0.14%	126

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Smith Shellnut Wilson's UNH Position: Q3 2024 in Review

Smith Shellnut Wilson sold out of UnitedHealth (UNH) in Q3 2024, closing a stake of 536 shares — an estimated $273K sold.

Smith Shellnut Wilson first reported a position in UNH in Q4 2019 and held it in 9 quarters. The position peaked at $282K in Q4 2023. 3,466 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

Smith Shellnut Wilson reported no remaining UnitedHealth position as of Q3 2024 after selling out during the quarter.
Smith Shellnut Wilson sold 536 UnitedHealth shares in Q3 2024, an estimated $273K.
Smith Shellnut Wilson first reported a position in UnitedHealth in Q4 2019 and held it in 9 quarters.
Smith Shellnut Wilson's UnitedHealth position peaked at $282K in Q4 2023.
3,466 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Smith Shellnut Wilson's 13F filing for Q3 2024, filed 31 Oct 2024.