Unionview LLC’s UnitedHealth UNH Stock Holding History

Unionview LLC’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	$525K	Buy	1,038 +1	+0.1%	+$568	0.38%	41
2024 Q3	$606K	Buy	1,037 +14	+1%	+$7.92K	0.47%	39
2024 Q2	$521K	Sell	1,023 -13	-1%	-$6.37K	0.43%	42
2024 Q1	$513K	Sell	1,036 -40	-4%	-$20.3K	0.42%	41
2023 Q4	$566K	Sell	1,076 -7	-0.6%	-$3.73K	0.51%	40
2023 Q3	$546K	Buy	1,083 +10	+0.9%	+$4.92K	0.52%	38
2023 Q2	$516K	Sell	1,073 -2	-0.2%	-$978	0.47%	42
2023 Q1	$508K	Buy	1,075 +15	+1%	+$7.24K	0.48%	40
2022 Q4	$562K	Sell	1,060 -36	-3%	-$19.1K	0.56%	35
2022 Q3	$554K	Sell	1,096 -2	-0.2%	-$1.05K	0.63%	31
2022 Q2	$564K	Sell	1,098 -321	-23%	-$161K	0.63%	30
2022 Q1	$724K	Sell	1,419 -3	-0.2%	-$1.45K	0.68%	26
2021 Q4	$714K	Buy	+1,422	New	+$644K	0.67%	28

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Unionview LLC's UNH Position: Q4 2024 in Review

Unionview LLC increased its UnitedHealth (UNH) stake by 0.1% in Q4 2024, buying an estimated $568 and bringing the position to 1,038 shares worth $525K. The position accounts for 0.38% of the portfolio, ranked #41.

Unionview LLC first reported a position in UNH in Q4 2021 and has held it in 13 quarters since. The position peaked at $724K in Q1 2022. 3,675 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

Unionview LLC held 1,038 shares of UnitedHealth worth $525K as of Q4 2024.
Unionview LLC bought 1 UnitedHealth share in Q4 2024, an estimated $568.
UnitedHealth made up 0.38% of Unionview LLC's portfolio in Q4 2024, its #41 holding.
Unionview LLC first reported a position in UnitedHealth in Q4 2021 and has held it in 13 quarters since.
Unionview LLC's UnitedHealth position peaked at $724K in Q1 2022.
3,675 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.