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Van Leeuwen & Company’s UnitedHealth UNH Stock Holding History

Van Leeuwen & Company’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
Q1 		$1.8M Sell
3,641
-2,980
-45% -$1.51M 0.91% 46
2023
Q4 		$3.49M Buy
6,621
+938
+17% +$500K 2.03% 12
2023
Q3 		$2.87M Buy
5,683
+2,881
+103% +$1.42M 1.78% 19
2023
Q2 		$1.34M Buy
2,802
+177
+7% +$86.5K 0.84% 38
2023
Q1 		$1.24M Sell
2,625
-683
-21% -$330K 0.83% 36
2022
Q4 		$1.75M Sell
3,308
-38
-1% -$20.1K 1.21% 25
2022
Q3 		$1.69M Sell
3,346
-437
-12% -$230K 1.35% 25
2022
Q2 		$1.94M Buy
3,783
+21
+0.6% +$10.5K 1.63% 20
2022
Q1 		$1.92M Sell
3,762
-554
-13% -$267K 1.41% 19
2021
Q4 		$2.17M Buy
4,316
+30
+0.7% +$13.6K 1.22% 31
2021
Q3 		$1.68M Buy
4,286
+1,606
+60% +$665K 1.03% 33
2021
Q2 		$1.08M Sell
2,680
-118
-4% -$47.1K 0.64% 44
2021
Q1 		$1.04M Sell
2,798
-437
-14% -$151K 0.68% 40
2020
Q4 		$1.13M Sell
3,235
-964
-23% -$323K 0.76% 40
2020
Q3 		$1.31M Sell
4,199
-13,676
-77% -$4.2M 1.02% 37
2020
Q2 		$5.27M Buy
17,875
+6,012
+51% +$1.72M 4.09% 4
2020
Q1 		$2.96M Buy
11,863
+8,719
+277% +$2.4M 2.84% 11
2019
Q4 		$924K Buy
3,144
+103
+3% +$26.9K 0.77% 46
2019
Q3 		$661K Buy
3,041
+78
+3% +$18.8K 0.62% 49
2019
Q2 		$723K Sell
2,963
-27
-0.9% -$6.49K 0.65% 52
2019
Q1 		$739K Buy
2,990
+455
+18% +$116K 0.69% 50
2018
Q4 		$632K Buy
2,535
+101
+4% +$26.7K 0.63% 49
2018
Q3 		$648K Buy
+2,434
New +$633K 0.6% 52

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Van Leeuwen & Company's UNH Position: Q1 2024 in Review

Van Leeuwen & Company reduced its UnitedHealth (UNH) stake by 45% in Q1 2024, selling an estimated $1.51M and leaving 3,641 shares worth $1.8M. The position accounts for 0.91% of the portfolio, ranked #46.

Van Leeuwen & Company first reported a position in UNH in Q3 2018 and has held it in 23 quarters since. The position peaked at $5.27M in Q2 2020. 3,375 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

  • Van Leeuwen & Company held 3,641 shares of UnitedHealth worth $1.8M as of Q1 2024.
  • Van Leeuwen & Company sold 2,980 UnitedHealth shares in Q1 2024, an estimated $1.51M.
  • UnitedHealth made up 0.91% of Van Leeuwen & Company's portfolio in Q1 2024, its #46 holding.
  • Van Leeuwen & Company first reported a position in UnitedHealth in Q3 2018 and has held it in 23 quarters since.
  • Van Leeuwen & Company's UnitedHealth position peaked at $5.27M in Q2 2020.
  • 3,375 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Van Leeuwen & Company's 13F filing for Q1 2024, filed 10 May 2024.