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Wintrust Investments’s UnitedHealth UNH Stock Holding History

Wintrust Investments’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
Q4 		$269K Sell
532
-44
-8% -$25K 0.24% 66
2024
Q3 		$336K Sell
576
-4,964
-90% -$2.81M 0.25% 72
2024
Q2 		$2.82M Sell
5,540
-1,852
-25% -$908K 0.23% 82
2024
Q1 		$3.66M Sell
7,392
-10
-0.1% -$5.08K 0.32% 58
2023
Q4 		$3.9M Buy
7,402
+206
+3% +$110K 0.38% 52
2023
Q3 		$3.63M Buy
7,196
+825
+13% +$406K 0.38% 55
2023
Q2 		$3.06M Buy
+6,371
New +$3.12M 0.31% 68
2023
Q1 		– Sell
-5,784
Closed -$3.07M – 393
2022
Q4 		$3.07M Buy
5,784
+930
+19% +$493K 0.4% 48
2022
Q3 		$2.45M Sell
4,854
-55
-1% -$28.9K 0.31% 64
2022
Q2 		$2.52M Buy
4,909
+209
+4% +$105K 0.3% 58
2022
Q1 		$2.4M Buy
4,700
+124
+3% +$59.8K 0.23% 74
2021
Q4 		$2.3M Sell
4,576
-160
-3% -$72.4K 0.22% 79
2021
Q3 		$1.85M Buy
4,736
+42
+0.9% +$17.4K 0.25% 78
2021
Q2 		$1.88M Sell
4,694
-203
-4% -$80.9K 0.19% 105
2021
Q1 		$1.78M Buy
+4,897
New +$1.7M 0.18% 112
2020
Q4 		– Sell
-3,615
Closed -$1.13M – 335
2020
Q3 		$1.13M Sell
3,615
-195
-5% -$59.9K 0.15% 120
2020
Q2 		$1.1M Buy
3,810
+429
+13% +$123K 0.15% 111
2020
Q1 		$843K Buy
3,381
+311
+10% +$85.6K 0.14% 121
2019
Q4 		$902K Buy
3,070
+253
+9% +$66.2K 0.13% 131
2019
Q3 		$612K Buy
2,817
+162
+6% +$39.1K 0.09% 179
2019
Q2 		$648K Buy
2,655
+1,159
+77% +$279K 0.1% 166
2019
Q1 		$370K Buy
1,496
+377
+34% +$96.1K 0.06% 246
2018
Q4 		$279K Buy
1,119
+165
+17% +$43.6K 0.05% 273
2018
Q3 		$254K Buy
+954
New +$248K 0.04% 307

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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

Wintrust Investments's UNH Position: Q4 2024 in Review

Wintrust Investments reduced its UnitedHealth (UNH) stake by 7.6% in Q4 2024, selling an estimated $25K and leaving 532 shares worth $269K. The position accounts for 0.24% of the portfolio, ranked #66.

Wintrust Investments first reported a position in UNH in Q3 2018 and has held it in 24 quarters since. The position peaked at $3.9M in Q4 2023. 3,675 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Wintrust Investments held 532 shares of UnitedHealth worth $269K as of Q4 2024.
  • Wintrust Investments sold 44 UnitedHealth shares in Q4 2024, an estimated $25K.
  • UnitedHealth made up 0.24% of Wintrust Investments's portfolio in Q4 2024, its #66 holding.
  • Wintrust Investments first reported a position in UnitedHealth in Q3 2018 and has held it in 24 quarters since.
  • Wintrust Investments's UnitedHealth position peaked at $3.9M in Q4 2023.
  • 3,675 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.