Virtus Investment Advisers’s UnitedHealth UNH Stock Holding History

Virtus Investment Advisers’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 Q2	–	Sell	-324	Closed	-$160K	–	376
2024 Q1	$160K	Sell	324 -114	-26%	-$58K	0.11%	209
2023 Q4	$231K	Buy	438 +80	+22%	+$42.7K	0.17%	164
2023 Q3	$181K	Buy	358 +115	+47%	+$56.6K	0.12%	186
2023 Q2	$117K	Hold	243	–	–	0.08%	237
2023 Q1	$115K	Hold	243	–	–	0.08%	238
2022 Q4	$129K	Hold	243	–	–	0.09%	253
2022 Q3	$123K	Buy	+243	New	+$128K	0.06%	266
2018 Q1	–	Sell	-23,573	Closed	-$5.2M	–	411
2017 Q4	$5.2M	Sell	23,573 -3,477	-13%	-$737K	0.57%	48
2017 Q3	$5.3M	Sell	27,050 -4,036	-13%	-$780K	0.56%	49
2017 Q2	$5.76M	Sell	31,086 -7,086	-19%	-$1.24M	0.56%	53
2017 Q1	$6.26M	Sell	38,172 -1,384	-3%	-$227K	0.55%	51
2016 Q4	$6.33M	Sell	39,556 -36,051	-48%	-$5.39M	0.49%	58
2016 Q3	$10.6M	Buy	+75,607	New	+$10.6M	0.68%	31

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Virtus Investment Advisers's UNH Position: Q2 2024 in Review

Virtus Investment Advisers sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 324 shares — an estimated $160K sold.

Virtus Investment Advisers first reported a position in UNH in Q3 2016 and held it in 13 quarters. The position peaked at $10.6M in Q3 2016. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

Virtus Investment Advisers reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
Virtus Investment Advisers sold 324 UnitedHealth shares in Q2 2024, an estimated $160K.
Virtus Investment Advisers first reported a position in UnitedHealth in Q3 2016 and held it in 13 quarters.
Virtus Investment Advisers's UnitedHealth position peaked at $10.6M in Q3 2016.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Virtus Investment Advisers's 13F filing for Q2 2024, filed 14 Aug 2024.