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Trademark Financial Management’s UnitedHealth UNH Stock Holding History

Trademark Financial 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
-405
Closed -$237K – 101
2024
Q3 		$237K Sell
405
-17
-4% -$9.62K 0.19% 82
2024
Q2 		$215K Buy
+422
New +$207K 0.18% 82

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

Trademark Financial Management's UNH Position: Q4 2024 in Review

Trademark Financial Management sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 405 shares — an estimated $237K sold.

Trademark Financial Management first reported a position in UNH in Q2 2024 and held it in 2 quarters. The position peaked at $237K in Q3 2024. 3,675 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Trademark Financial Management reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
  • Trademark Financial Management sold 405 UnitedHealth shares in Q4 2024, an estimated $237K.
  • Trademark Financial Management first reported a position in UnitedHealth in Q2 2024 and held it in 2 quarters.
  • Trademark Financial Management's UnitedHealth position peaked at $237K in Q3 2024.
  • 3,675 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Trademark Financial Management's 13F filing for Q4 2024, filed 30 Jan 2025.