SYSTM Wealth Solutions’s UnitedHealth UNH Stock Holding History

SYSTM Wealth Solutions’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	$173K	Sell	296 -16,517	-98%	-$9.34M	5.25%	1
2024 Q2	$8.56M	Sell	16,813 -904	-5%	-$443K	1.91%	3
2024 Q1	$8.76M	Sell	17,717 -849	-5%	-$432K	1.11%	12
2023 Q4	$9.77M	Sell	18,566 -1,229	-6%	-$655K	1.35%	7
2023 Q3	$9.98M	Sell	19,795 -2,980	-13%	-$1.47M	1.53%	7
2023 Q2	$10.9M	Buy	22,775 +3,638	+19%	+$1.78M	1.48%	8
2023 Q1	$9.04M	Sell	19,137 -3,804	-17%	-$1.84M	1.39%	7
2022 Q4	$12.2M	Buy	+22,941	New	+$12.2M	1.51%	3

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

SYSTM Wealth Solutions's UNH Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its UnitedHealth (UNH) stake by 98% in Q3 2024, selling an estimated $9.34M and leaving 296 shares worth $173K. The position accounts for 5.25% of the portfolio, ranked #1.

SYSTM Wealth Solutions first reported a position in UNH in Q4 2022 and has held it in 8 quarters since. The position peaked at $12.2M in Q4 2022. 3,465 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

SYSTM Wealth Solutions held 296 shares of UnitedHealth worth $173K as of Q3 2024.
SYSTM Wealth Solutions sold 16,517 UnitedHealth shares in Q3 2024, an estimated $9.34M.
UnitedHealth made up 5.25% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #1 holding.
SYSTM Wealth Solutions first reported a position in UnitedHealth in Q4 2022 and has held it in 8 quarters since.
SYSTM Wealth Solutions's UnitedHealth position peaked at $12.2M in Q4 2022.
3,465 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.