Spotlight Asset Group’s UnitedHealth UNH Stock Holding History

Spotlight Asset Group’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 Q2	$668K	Buy	1,312 +133	+11%	+$65.2K	0.47%	39
2024 Q1	$583K	Buy	1,179 +307	+35%	+$156K	0.42%	42
2023 Q4	$440K	Hold	872	–	–	0.4%	38
2023 Q3	$440K	Buy	872 +90	+12%	+$44.3K	0.4%	38
2023 Q2	$376K	Buy	782 +275	+54%	+$134K	0.34%	43
2023 Q1	$271K	Buy	+507	New	+$245K	0.27%	62
2022 Q3	$271K	Buy	+507	New	+$267K	0.27%	62
2021 Q3	$321K	Sell	821 -301	-27%	-$125K	0.16%	86
2021 Q2	$449K	Sell	1,122 -514	-31%	-$205K	0.17%	78
2021 Q1	$609K	Sell	1,636 -142	-8%	-$49.2K	0.23%	69
2020 Q4	$624K	Buy	1,778 +255	+17%	+$85.5K	0.23%	65
2020 Q3	$475K	Sell	1,523 -78	-5%	-$24K	0.19%	84
2020 Q2	$472K	Sell	1,601 -564	-26%	-$162K	0.2%	77
2020 Q1	$540K	Sell	2,165 -2	-0.1%	-$550	0.29%	55
2019 Q4	$572K	Buy	+2,167	New	+$567K	0.27%	57

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

Spotlight Asset Group's UNH Position: Q2 2024 in Review

Spotlight Asset Group increased its UnitedHealth (UNH) stake by 11% in Q2 2024, buying an estimated $65.2K and bringing the position to 1,312 shares worth $668K. The position accounts for 0.47% of the portfolio, ranked #39.

Spotlight Asset Group first reported a position in UNH in Q4 2019 and has held it in 15 quarters since. 3,395 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

Spotlight Asset Group held 1,312 shares of UnitedHealth worth $668K as of Q2 2024.
Spotlight Asset Group bought 133 UnitedHealth shares in Q2 2024, an estimated $65.2K.
UnitedHealth made up 0.47% of Spotlight Asset Group's portfolio in Q2 2024, its #39 holding.
Spotlight Asset Group first reported a position in UnitedHealth in Q4 2019 and has held it in 15 quarters since.
3,395 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.