Stanley-Laman Group’s UnitedHealth UNH Stock Holding History

Stanley-Laman 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	–	Sell	-8,150	Closed	-$4.03M	–	281
2024 Q1	$4.03M	Buy	8,150 +620	+8%	+$315K	0.57%	77
2023 Q4	$3.96M	Sell	7,530 -1,537	-17%	-$820K	0.61%	56
2023 Q3	$4.57M	Sell	9,067 -242	-3%	-$119K	0.78%	37
2023 Q2	$4.47M	Buy	9,309 +47	+0.5%	+$23K	0.74%	41
2023 Q1	$4.38M	Buy	9,262 +624	+7%	+$301K	0.78%	38
2022 Q4	$4.58M	Sell	8,638 -1,027	-11%	-$544K	0.87%	33
2022 Q3	$4.88M	Sell	9,665 -419	-4%	-$220K	0.93%	27
2022 Q2	$5.18M	Buy	10,084 +665	+7%	+$334K	0.92%	26
2022 Q1	$4.8M	Buy	9,419 +207	+2%	+$99.8K	0.67%	37
2021 Q4	$4.63M	Buy	9,212 +1,509	+20%	+$683K	0.54%	47
2021 Q3	$3.01M	Buy	7,703 +861	+13%	+$357K	0.39%	58
2021 Q2	$2.74M	Buy	6,842 +125	+2%	+$49.8K	0.39%	65
2021 Q1	$2.5M	Buy	6,717 +147	+2%	+$50.9K	0.41%	58
2020 Q4	$2.3M	Buy	6,570 +1,145	+21%	+$384K	0.41%	58
2020 Q3	$1.69M	Buy	5,425 +181	+3%	+$55.6K	0.37%	68
2020 Q2	$1.55M	Buy	5,244 +430	+9%	+$123K	0.37%	66
2020 Q1	$1.2M	Sell	4,814 -175	-4%	-$48.2K	0.36%	74
2019 Q4	$1.47M	Sell	4,989 -520	-9%	-$136K	0.35%	88
2019 Q3	$1.2M	Sell	5,509 -381	-6%	-$91.9K	0.3%	101
2019 Q2	$1.44M	Buy	5,890 +234	+4%	+$56.3K	0.34%	82
2019 Q1	$1.4M	Buy	5,656 +252	+5%	+$64.3K	0.34%	83
2018 Q4	$1.35M	Sell	5,404 -308	-5%	-$81.4K	0.37%	80
2018 Q3	$1.52M	Sell	5,712 -1	-0%	-$260	0.37%	88
2018 Q2	$1.4M	Buy	5,713 +216	+4%	+$51.9K	0.31%	94
2018 Q1	$1.18M	Buy	5,497 +485	+10%	+$111K	0.27%	108
2017 Q4	$1.1M	Sell	5,012 -94	-2%	-$19.9K	0.24%	113
2017 Q3	$1M	Buy	5,106 +196	+4%	+$37.9K	0.27%	96
2017 Q2	$910K	Sell	4,910 -34	-0.7%	-$5.96K	0.25%	90
2017 Q1	$811K	Buy	4,944 +329	+7%	+$53.9K	0.22%	113
2016 Q4	$739K	Buy	4,615 +1,957	+74%	+$292K	0.23%	136
2016 Q3	$372K	Buy	2,658 +228	+9%	+$31.9K	0.15%	154
2016 Q2	$343K	Sell	2,430 -3,683	-60%	-$491K	0.13%	172
2016 Q1	$788K	Sell	6,113 -19,690	-76%	-$2.33M	0.15%	140
2015 Q4	$3.04M	Buy	25,803 +9,626	+60%	+$1.13M	0.52%	60
2015 Q3	$1.88M	Buy	16,177 +2,728	+20%	+$327K	0.38%	77
2015 Q2	$1.64M	Buy	13,449 +355	+3%	+$42K	0.3%	94
2015 Q1	$1.55M	Buy	13,094 +2,265	+21%	+$252K	0.28%	96
2014 Q4	$1.09M	Buy	10,829 +2,159	+25%	+$205K	0.21%	118
2014 Q3	$748K	Buy	8,670 +299	+4%	+$25.3K	0.15%	146
2014 Q2	$684K	Buy	+8,371	New	+$659K	0.13%	159

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

Stanley-Laman Group's UNH Position: Q2 2024 in Review

Stanley-Laman Group sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 8,150 shares — an estimated $4.03M sold.

Stanley-Laman Group first reported a position in UNH in Q2 2014 and held it in 40 quarters. The position peaked at $5.18M in Q2 2022. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

Stanley-Laman Group reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
Stanley-Laman Group sold 8,150 UnitedHealth shares in Q2 2024, an estimated $4.03M.
Stanley-Laman Group first reported a position in UnitedHealth in Q2 2014 and held it in 40 quarters.
Stanley-Laman Group's UnitedHealth position peaked at $5.18M in Q2 2022.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Stanley-Laman Group's 13F filing for Q2 2024, filed 18 Jul 2024.