VitalStone Financial’s UnitedHealth UNH Stock Holding History

VitalStone Financial’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	$531K	Buy	908 +838	+1,197%	+$474K	0.36%	57
2024 Q2	$35.6K	Buy	70 +60	+600%	+$29.4K	0.03%	188
2024 Q1	$5K	Sell	10 -39	-80%	-$19.8K	﹤0.01%	337
2023 Q4	$26K	Sell	49 -788	-94%	-$420K	0.02%	206
2023 Q3	$453K	Buy	837 +832	+16,640%	+$409K	0.38%	47
2023 Q2	$2K	Sell	5 -36	-88%	-$17.6K	﹤0.01%	809
2023 Q1	$21K	Sell	41 -3,299	-99%	-$1.59M	0.02%	167
2022 Q4	$1.8M	Buy	+3,340	New	+$1.77M	1.23%	15

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

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

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

VitalStone Financial's UNH Position: Q3 2024 in Review

VitalStone Financial increased its UnitedHealth (UNH) stake by 1,197% in Q3 2024, buying an estimated $474K and bringing the position to 908 shares worth $531K. The position accounts for 0.36% of the portfolio, ranked #57.

VitalStone Financial first reported a position in UNH in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.8M in Q4 2022. 3,466 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

VitalStone Financial held 908 shares of UnitedHealth worth $531K as of Q3 2024.
VitalStone Financial bought 838 UnitedHealth shares in Q3 2024, an estimated $474K.
UnitedHealth made up 0.36% of VitalStone Financial's portfolio in Q3 2024, its #57 holding.
VitalStone Financial first reported a position in UnitedHealth in Q4 2022 and has held it in 8 quarters since.
VitalStone Financial's UnitedHealth position peaked at $1.8M in Q4 2022.
3,466 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.