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Vantage Consulting Group’s UnitedHealth UNH Stock Holding History

Vantage Consulting Group’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
-505
Closed -$257K – 173
2024
Q2 		$257K Sell
505
-29
-5% -$14.2K 0.19% 90
2024
Q1 		$264K Buy
534
+79
+17% +$40.2K 0.17% 91
2023
Q4 		$240K Sell
455
-91
-17% -$48.5K 0.16% 143
2023
Q3 		$275K Buy
546
+21
+4% +$10.3K 0.18% 95
2023
Q2 		$252K Sell
525
-64
-11% -$31.3K 0.15% 120
2023
Q1 		$278K Buy
589
+78
+15% +$37.6K 0.16% 93
2022
Q4 		$271K Sell
511
-48
-9% -$25.4K 0.16% 94
2022
Q3 		$282K Sell
559
-2
-0.4% -$1.05K 0.16% 89
2022
Q2 		$288K Buy
561
+23
+4% +$11.6K 0.16% 90
2022
Q1 		$274K Sell
538
-233
-30% -$112K 0.11% 102
2021
Q4 		$387K Sell
771
-85
-10% -$38.5K 0.1% 69
2021
Q3 		$334K Buy
856
+166
+24% +$68.8K 0.07% 77
2021
Q2 		$276K Buy
690
+153
+28% +$61K 0.05% 95
2021
Q1 		$200K Buy
537
+158
+42% +$54.7K 0.04% 90
2020
Q4 		$133K Buy
+379
New +$127K 0.01% 96

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

Vantage Consulting Group's UNH Position: Q3 2024 in Review

Vantage Consulting Group sold out of UnitedHealth (UNH) in Q3 2024, closing a stake of 505 shares — an estimated $257K sold.

Vantage Consulting Group first reported a position in UNH in Q4 2020 and held it in 15 quarters. The position peaked at $387K in Q4 2021. 3,465 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • Vantage Consulting Group reported no remaining UnitedHealth position as of Q3 2024 after selling out during the quarter.
  • Vantage Consulting Group sold 505 UnitedHealth shares in Q3 2024, an estimated $257K.
  • Vantage Consulting Group first reported a position in UnitedHealth in Q4 2020 and held it in 15 quarters.
  • Vantage Consulting Group's UnitedHealth position peaked at $387K in Q4 2021.
  • 3,465 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Vantage Consulting Group's 13F filing for Q3 2024, filed 14 Nov 2024.