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Well Done LLC’s UnitedHealth UNH Stock Holding History

Well Done LLC’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
-475
Closed -$235K – 190
2024
Q1 		$235K Buy
+475
New +$241K 0.05% 169
2023
Q2 		– Sell
-591
Closed -$279K – 181
2023
Q1 		$279K Sell
591
-32
-5% -$15.4K 0.06% 139
2022
Q4 		$330K Sell
623
-1
-0.2% -$530 0.07% 131
2022
Q3 		$315K Buy
624
+57
+10% +$30K 0.08% 120
2022
Q2 		$291K Sell
567
-16
-3% -$8.04K 0.06% 132
2022
Q1 		$297K Sell
583
-52
-8% -$25.1K 0.06% 145
2021
Q4 		$319K Buy
635
+37
+6% +$16.7K 0.06% 134
2021
Q3 		$234K Buy
+598
New +$248K 0.05% 157
2021
Q2 		– Sell
-305
Closed -$113K – 177
2021
Q1 		$113K Buy
+305
New +$106K 0.03% 167
2019
Q1 		– Sell
-370
Closed -$92K – 616
2018
Q4 		$92K Buy
+370
New +$97.7K 0.03% 211
2018
Q2 		– Sell
-153
Closed -$33K – 491
2018
Q1 		$33K Buy
+153
New +$34.9K 0.01% 268

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

Well Done LLC's UNH Position: Q2 2024 in Review

Well Done LLC sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 475 shares — an estimated $235K sold.

Well Done LLC first reported a position in UNH in Q1 2018 and held it in 11 quarters. The position peaked at $330K in Q4 2022. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

  • Well Done LLC reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
  • Well Done LLC sold 475 UnitedHealth shares in Q2 2024, an estimated $235K.
  • Well Done LLC first reported a position in UnitedHealth in Q1 2018 and held it in 11 quarters.
  • Well Done LLC's UnitedHealth position peaked at $330K in Q4 2022.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Well Done LLC's 13F filing for Q2 2024, filed 18 Jul 2024.