WealthTrust Asset Management’s UnitedHealth UNH Stock Holding History

WealthTrust Asset Management’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	–	Sell	-2,009	Closed	-$1.06M	–	98
2023 Q4	$1.06M	Sell	2,009 -173	-8%	-$92.3K	0.89%	28
2023 Q3	$1.1M	Sell	2,182 -43	-2%	-$21.2K	1.02%	26
2023 Q2	$1.07M	Sell	2,225 -789	-26%	-$386K	0.97%	28
2023 Q1	$1.42M	Sell	3,014 -248	-8%	-$120K	1.36%	17
2022 Q4	$1.73M	Sell	3,262 -1,941	-37%	-$1.03M	1.67%	17
2022 Q3	$2.63M	Sell	5,203 -200	-4%	-$105K	2.77%	8
2022 Q2	$2.77M	Buy	5,403 +1,917	+55%	+$963K	2.62%	10
2022 Q1	$1.78M	Buy	+3,486	New	+$1.68M	1.27%	25

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

WealthTrust Asset Management's UNH Position: Q1 2024 in Review

WealthTrust Asset Management sold out of UnitedHealth (UNH) in Q1 2024, closing a stake of 2,009 shares — an estimated $1.06M sold.

WealthTrust Asset Management first reported a position in UNH in Q1 2022 and held it in 8 quarters. The position peaked at $2.77M in Q2 2022. 3,375 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

WealthTrust Asset Management reported no remaining UnitedHealth position as of Q1 2024 after selling out during the quarter.
WealthTrust Asset Management sold 2,009 UnitedHealth shares in Q1 2024, an estimated $1.06M.
WealthTrust Asset Management first reported a position in UnitedHealth in Q1 2022 and held it in 8 quarters.
WealthTrust Asset Management's UnitedHealth position peaked at $2.77M in Q2 2022.
3,375 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on WealthTrust Asset Management's 13F filing for Q1 2024, filed 3 May 2024.