SpiderRock Advisors’s UnitedHealth UNH Stock Holding History

SpiderRock 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 Q3	$12.7M	Buy	21,800 +1,400	+7%	+$792K	0.2%	78
2024 Q2	$10.4M	Buy	20,400 +2,800	+16%	+$1.37M	0.21%	71
2024 Q1	$8.57M	Buy	+17,600	New	+$8.95M	0.21%	89
2023 Q4	–	Hold	0	–	–	–	17
2023 Q3	–	Hold	0	–	–	–	22
2023 Q2	–	Hold	0	–	–	–	59
2023 Q1	–	Hold	0	–	–	–	54
2022 Q4	–	Hold	0	–	–	–	54
2022 Q3	–	Hold	0	–	–	–	51
2022 Q2	–	Hold	0	–	–	–	46
2022 Q1	–	Hold	0	–	–	–	57
2021 Q4	–	Hold	0	–	–	–	57
2021 Q3	–	Hold	0	–	–	–	55
2021 Q2	–	Hold	0	–	–	–	28
2021 Q1	–	Hold	0	–	–	–	35
2020 Q4	–	Hold	0	–	–	–	29
2020 Q3	–	Hold	0	–	–	–	21
2020 Q2	–	Hold	0	–	–	–	18
2020 Q1	–	Hold	0	–	–	–	21
2019 Q4	–	Hold	0	–	–	–	16
2019 Q3	–	Hold	0	–	–	–	11
2019 Q2	–	Hold	0	–	–	–	17
2019 Q1	–	Hold	0	–	–	–	10
2018 Q4	–	Hold	0	–	–	–	16
2018 Q3	–	Hold	0	–	–	–	10
2018 Q2	–	Hold	0	–	–	–	8

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

SpiderRock Advisors's UNH Position: Q3 2024 in Review

SpiderRock Advisors increased its UnitedHealth (UNH) stake by 13% in Q3 2024, buying an estimated $4.99M and bringing the position to 78,612 shares worth $46M. The position accounts for 0.73% of the portfolio, ranked #21.

SpiderRock Advisors first reported a position in UNH in Q1 2024 and has held it in 3 quarters since. 3,465 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

SpiderRock Advisors held 78,612 shares of UnitedHealth worth $46M as of Q3 2024.
SpiderRock Advisors bought 8,830 UnitedHealth shares in Q3 2024, an estimated $4.99M.
UnitedHealth made up 0.73% of SpiderRock Advisors's portfolio in Q3 2024, its #21 holding.
SpiderRock Advisors first reported a position in UnitedHealth in Q1 2024 and has held it in 3 quarters since.
3,465 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.