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Tandem Capital Management’s UnitedHealth UNH Stock Holding History

Tandem 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
Q4 		– Sell
-1,000
Closed -$585K – 119
2024
Q3 		$585K Sell
1,000
-1,275
-56% -$721K 0.31% 74
2024
Q2 		$1.11M Sell
2,275
-340
-13% -$167K 0.61% 48
2024
Q1 		$1.29M Buy
2,615
+11
+0.4% +$5.59K 0.73% 43
2023
Q4 		$1.37M Sell
2,604
-91
-3% -$48.5K 0.85% 44
2023
Q3 		$1.36M Sell
2,695
-121
-4% -$59.5K 0.93% 42
2023
Q2 		$1.35M Hold
2,816
– – 0.88% 42
2023
Q1 		$1.33M Hold
2,816
– – 0.94% 42
2022
Q4 		$1.49M Buy
2,816
+9
+0.3% +$4.77K 1.18% 34
2022
Q3 		$1.5M Sell
2,807
-48
-2% -$25.2K 1.26% 28
2022
Q2 		$1.47M Hold
2,855
– – 1.17% 31
2022
Q1 		$1.49M Buy
2,855
+12
+0.4% +$5.79K 1.03% 34
2021
Q4 		$1.43M Buy
2,843
+36
+1% +$16.3K 0.82% 40
2021
Q3 		$1.1M Buy
2,807
+114
+4% +$47.2K 0.69% 43
2021
Q2 		$1.08M Buy
2,693
+25
+0.9% +$9.97K 0.68% 48
2021
Q1 		$993K Hold
2,668
– – 0.69% 48
2020
Q4 		$936K Hold
2,668
– – 0.7% 47
2020
Q3 		$832K Hold
2,668
– – 0.73% 47
2020
Q2 		$787K Sell
2,668
-108
-4% -$30.9K 0.77% 46
2020
Q1 		$692K Buy
2,776
+466
+20% +$128K 0.78% 44
2019
Q4 		$679K Buy
+2,310
New +$604K 0.58% 51

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

Tandem Capital Management's UNH Position: Q4 2024 in Review

Tandem Capital Management sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 1,000 shares — an estimated $585K sold.

Tandem Capital Management first reported a position in UNH in Q4 2019 and held it in 20 quarters. The position peaked at $1.5M in Q3 2022. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Tandem Capital Management reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
  • Tandem Capital Management sold 1,000 UnitedHealth shares in Q4 2024, an estimated $585K.
  • Tandem Capital Management first reported a position in UnitedHealth in Q4 2019 and held it in 20 quarters.
  • Tandem Capital Management's UnitedHealth position peaked at $1.5M in Q3 2022.
  • 3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Tandem Capital Management's 13F filing for Q4 2024, filed 27 Jan 2025.