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Suncoast Equity Management’s UnitedHealth UNH Stock Holding History

Suncoast Equity 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
Q4 		– Sell
-58,876
Closed -$34.4M – 82
2024
Q3 		$34.4M Sell
58,876
-6,713
-10% -$3.8M 3.92% 13
2024
Q2 		$33.4M Buy
65,589
+1,187
+2% +$582K 3.7% 13
2024
Q1 		$31.9M Buy
64,402
+1,872
+3% +$952K 3.74% 14
2023
Q4 		$32.9M Buy
62,530
+864
+1% +$461K 4.35% 10
2023
Q3 		$31.1M Buy
61,666
+1,140
+2% +$561K 4.7% 10
2023
Q2 		$29.1M Buy
60,526
+1,692
+3% +$827K 4.37% 9
2023
Q1 		$27.8M Buy
58,834
+12,012
+26% +$5.8M 4.67% 9
2022
Q4 		$24.8M Sell
46,822
-1,211
-3% -$641K 4.56% 10
2022
Q3 		$24.3M Buy
48,033
+9,918
+26% +$5.22M 4.74% 7
2022
Q2 		$19.6M Buy
38,115
+384
+1% +$193K 3.46% 12
2022
Q1 		$19.2M Sell
37,731
-1,572
-4% -$758K 2.85% 17
2021
Q4 		$19.7M Buy
39,303
+34,547
+726% +$15.6M 2.5% 17
2021
Q3 		$1.86M Buy
4,756
+320
+7% +$133K 0.26% 21
2021
Q2 		$1.78M Buy
4,436
+196
+5% +$78.2K 0.23% 22
2021
Q1 		$1.58M Buy
4,240
+22
+0.5% +$7.62K 0.23% 22
2020
Q4 		$1.48M Buy
4,218
+276
+7% +$92.5K 0.23% 22
2020
Q3 		$1.23M Buy
3,942
+422
+12% +$130K 0.22% 22
2020
Q2 		$1.04M Buy
3,520
+380
+12% +$109K 0.19% 21
2020
Q1 		$783K Buy
3,140
+366
+13% +$101K 0.19% 21
2019
Q4 		$816K Sell
2,774
-17
-0.6% -$4.45K 0.16% 22
2019
Q3 		$606K Buy
2,791
+750
+37% +$181K 0.13% 24
2019
Q2 		$498K Buy
2,041
+506
+33% +$122K 0.1% 24
2019
Q1 		$379K Buy
+1,535
New +$391K 0.08% 25

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

Suncoast Equity Management's UNH Position: Q4 2024 in Review

Suncoast Equity Management sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 58,876 shares — an estimated $34.4M sold.

Suncoast Equity Management first reported a position in UNH in Q1 2019 and held it in 23 quarters. The position peaked at $34.4M in Q3 2024. 3,675 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Suncoast Equity Management reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
  • Suncoast Equity Management sold 58,876 UnitedHealth shares in Q4 2024, an estimated $34.4M.
  • Suncoast Equity Management first reported a position in UnitedHealth in Q1 2019 and held it in 23 quarters.
  • Suncoast Equity Management's UnitedHealth position peaked at $34.4M in Q3 2024.
  • 3,675 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Suncoast Equity Management's 13F filing for Q4 2024, filed 3 Feb 2025.