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Trust Company of Oklahoma’s UnitedHealth UNH Stock Holding History

Trust Company of Oklahoma’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
-393
Closed -$200K – 135
2024
Q2 		$200K Sell
393
-13
-3% -$6.37K 0.07% 130
2024
Q1 		$201K Sell
406
-162
-29% -$82.4K 0.07% 132
2023
Q4 		$299K Sell
568
-306
-35% -$163K 0.11% 119
2023
Q3 		$441K Buy
+874
New +$430K 0.18% 96
2021
Q3 		– Sell
-3,527
Closed -$1.41M – 137
2021
Q2 		$1.41M Buy
+3,527
New +$1.41M 0.48% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Trust Company of Oklahoma's UNH Position: Q3 2024 in Review

Trust Company of Oklahoma sold out of UnitedHealth (UNH) in Q3 2024, closing a stake of 393 shares — an estimated $200K sold.

Trust Company of Oklahoma first reported a position in UNH in Q2 2021 and held it in 5 quarters. The position peaked at $1.41M in Q2 2021. 3,466 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • Trust Company of Oklahoma reported no remaining UnitedHealth position as of Q3 2024 after selling out during the quarter.
  • Trust Company of Oklahoma sold 393 UnitedHealth shares in Q3 2024, an estimated $200K.
  • Trust Company of Oklahoma first reported a position in UnitedHealth in Q2 2021 and held it in 5 quarters.
  • Trust Company of Oklahoma's UnitedHealth position peaked at $1.41M in Q2 2021.
  • 3,466 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Trust Company of Oklahoma's 13F filing for Q3 2024, filed 15 Oct 2024.