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Steel Grove Capital Advisors’s UnitedHealth UNH Stock Holding History

Steel Grove Capital 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
Q2 		– Sell
-711
Closed -$352K – 216
2024
Q1 		$352K Buy
+711
New +$361K 0.05% 149

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Steel Grove Capital Advisors's UNH Position: Q2 2024 in Review

Steel Grove Capital Advisors sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 711 shares — an estimated $352K sold.

Steel Grove Capital Advisors first reported a position in UNH in Q1 2024 and held it in 1 quarter. The position peaked at $352K in Q1 2024. 3,395 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

  • Steel Grove Capital Advisors reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 711 UnitedHealth shares in Q2 2024, an estimated $352K.
  • Steel Grove Capital Advisors first reported a position in UnitedHealth in Q1 2024 and held it in 1 quarter.
  • Steel Grove Capital Advisors's UnitedHealth position peaked at $352K in Q1 2024.
  • 3,395 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.