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St. Denis J. Villere & Co’s UnitedHealth UNH Stock Holding History

St. Denis J. Villere & Co’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 		– Sell
-351
Closed -$205K – 90
2024
Q3 		$205K Buy
+351
New +$199K 0.02% 82

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

St. Denis J. Villere & Co's UNH Position: Q4 2024 in Review

St. Denis J. Villere & Co sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 351 shares — an estimated $205K sold.

St. Denis J. Villere & Co first reported a position in UNH in Q3 2024 and held it in 1 quarter. The position peaked at $205K in Q3 2024. 3,675 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • St. Denis J. Villere & Co reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
  • St. Denis J. Villere & Co sold 351 UnitedHealth shares in Q4 2024, an estimated $205K.
  • St. Denis J. Villere & Co first reported a position in UnitedHealth in Q3 2024 and held it in 1 quarter.
  • St. Denis J. Villere & Co's UnitedHealth position peaked at $205K in Q3 2024.
  • 3,675 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on St. Denis J. Villere & Co's 13F filing for Q4 2024, filed 30 Jan 2025.