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Steele Capital Management’s UnitedHealth UNH Stock Holding History

Steele Capital Management’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 		– Sell
-1,074
Closed -$547K – 156
2024
Q2 		$547K Buy
1,074
+5
+0.5% +$2.45K 0.03% 96
2024
Q1 		$529K Hold
1,069
– – 0.03% 94
2023
Q4 		$563K Buy
+1,069
New +$570K 0.04% 84

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
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
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

Steele Capital Management's UNH Position: Q3 2024 in Review

Steele Capital Management sold out of UnitedHealth (UNH) in Q3 2024, closing a stake of 1,074 shares — an estimated $547K sold.

Steele Capital Management first reported a position in UNH in Q4 2023 and held it in 3 quarters. The position peaked at $563K in Q4 2023. 3,465 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • Steele Capital Management reported no remaining UnitedHealth position as of Q3 2024 after selling out during the quarter.
  • Steele Capital Management sold 1,074 UnitedHealth shares in Q3 2024, an estimated $547K.
  • Steele Capital Management first reported a position in UnitedHealth in Q4 2023 and held it in 3 quarters.
  • Steele Capital Management's UnitedHealth position peaked at $563K in Q4 2023.
  • 3,465 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Steele Capital Management's 13F filing for Q3 2024, filed 8 Nov 2024.