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USA Financial Formulas’s UnitedHealth UNH Stock Holding History

USA Financial Formulas’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
-254
Closed -$129K – 366
2024
Q2 		$129K Buy
254
+60
+31% +$29.4K 0.02% 183
2024
Q1 		$96K Buy
194
+28
+17% +$14.2K 0.02% 209
2023
Q4 		$87.4K Buy
+166
New +$88.5K 0.02% 175
2022
Q3 		$17K Buy
34
+23
+209% +$12.1K 0.03% 101
2022
Q2 		$6K Sell
11
-147
-93% -$73.8K 0.01% 153
2022
Q1 		$81K Buy
+158
New +$76.2K 0.09% 108
2021
Q4 		– Sell
-2,212
Closed -$864K – 493
2021
Q3 		$864K Sell
2,212
-150
-6% -$62.1K 0.77% 64
2021
Q2 		$946K Sell
2,362
-1,498
-39% -$597K 0.79% 60
2021
Q1 		$1.44M Sell
3,860
-4,240
-52% -$1.47M 1.17% 13
2020
Q4 		$2.84M Buy
8,100
+1,841
+29% +$617K 2.25% 3
2020
Q3 		$1.95M Buy
+6,259
New +$1.92M 1.47% 26
2018
Q3 		– Sell
-12,921
Closed -$2.77M – 399
2018
Q2 		$2.77M Sell
12,921
-30
-0.2% -$7.2K 0.67% 71
2018
Q1 		$2.77M Sell
12,951
-13,549
-51% -$3.09M 0.67% 72
2017
Q4 		$5.84M Sell
26,500
-11,748
-31% -$2.49M 1.39% 15
2017
Q3 		$7.49M Buy
+38,248
New +$7.39M 1.79% 6
2017
Q2 		– Sell
-43,979
Closed -$7.21M – 319
2017
Q1 		$7.21M Buy
+43,979
New +$7.2M 1.74% 15
2015
Q3 		– Sell
-125,211
Closed -$15.3M – 201
2015
Q2 		$15.3M Sell
125,211
-1,555
-1% -$184K 4.69% 2
2015
Q1 		$15M Buy
126,766
+17,675
+16% +$1.96M 4.89% 1
2014
Q4 		$11M Buy
+109,091
New +$10.3M 3.78% 4

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

USA Financial Formulas's UNH Position: Q3 2024 in Review

USA Financial Formulas sold out of UnitedHealth (UNH) in Q3 2024, closing a stake of 254 shares — an estimated $129K sold.

USA Financial Formulas first reported a position in UNH in Q4 2014 and held it in 19 quarters. The position peaked at $15.3M in Q2 2015. 3,466 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • USA Financial Formulas reported no remaining UnitedHealth position as of Q3 2024 after selling out during the quarter.
  • USA Financial Formulas sold 254 UnitedHealth shares in Q3 2024, an estimated $129K.
  • USA Financial Formulas first reported a position in UnitedHealth in Q4 2014 and held it in 19 quarters.
  • USA Financial Formulas's UnitedHealth position peaked at $15.3M in Q2 2015.
  • 3,466 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on USA Financial Formulas's 13F filing for Q3 2024, filed 8 Oct 2024.