Team Hewins’s UnitedHealth UNH Stock Holding History

Team Hewins’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	-427	Closed	-$217K	–	42
2024 Q2	$217K	Buy	+427	New	+$209K	0.09%	33
2023 Q4	–	Sell	-4,788	Closed	-$2.41M	–	49
2023 Q3	$2.41M	Buy	+4,788	New	+$2.36M	0.55%	26

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

Team Hewins's UNH Position: Q3 2024 in Review

Team Hewins sold out of UnitedHealth (UNH) in Q3 2024, closing a stake of 427 shares — an estimated $217K sold.

Team Hewins first reported a position in UNH in Q3 2023 and held it in 2 quarters. The position peaked at $2.41M in Q3 2023. 3,465 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

Team Hewins reported no remaining UnitedHealth position as of Q3 2024 after selling out during the quarter.
Team Hewins sold 427 UnitedHealth shares in Q3 2024, an estimated $217K.
Team Hewins first reported a position in UnitedHealth in Q3 2023 and held it in 2 quarters.
Team Hewins's UnitedHealth position peaked at $2.41M in Q3 2023.
3,465 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Team Hewins's 13F filing for Q3 2024, filed 12 Nov 2024.