XR Securities’s UnitedHealth UNH Stock Holding History

XR Securities’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	–	Sell	-895	Closed	-$506K	–	236
2024 Q2	$456K	Sell	895 -556	-38%	-$273K	0.08%	154
2024 Q1	$718K	Buy	1,451 +346	+31%	+$176K	0.02%	169
2023 Q4	$582K	Buy	1,105 +646	+141%	+$345K	0.02%	244
2023 Q3	$231K	Sell	459 -2,032	-82%	-$1M	0.02%	350
2023 Q2	$1.2M	Sell	2,491 -1,144	-31%	-$559K	0.06%	140
2023 Q1	$1.72M	Buy	+3,635	New	+$1.75M	0.04%	128
2022 Q3	–	Sell	-1,018	Closed	-$523K	–	461
2022 Q2	$523K	Buy	+1,018	New	+$511K	0.17%	87
2021 Q4	–	Sell	-849	Closed	-$384K	–	540
2021 Q3	$332K	Buy	+849	New	+$352K	0.15%	128
2021 Q2	–	Sell	-3,670	Closed	-$1.36M	–	562
2021 Q1	$1.36M	Buy	+3,670	New	+$1.27M	0.08%	34
2020 Q4	–	Sell	-957	Closed	-$298K	–	487
2020 Q3	$298K	Buy	957 +234	+32%	+$71.9K	0.02%	94
2020 Q2	$213K	Sell	723 -514	-42%	-$147K	0.02%	134
2020 Q1	$308K	Sell	1,237 -3,063	-71%	-$843K	0.02%	96
2019 Q4	$1.26M	Buy	+4,300	New	+$1.12M	0.17%	32

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

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

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

XR Securities's UNH Position: Q3 2024 in Review

XR Securities sold out of UnitedHealth (UNH) in Q3 2024, closing a stake of 895 shares — an estimated $506K sold.

XR Securities first reported a position in UNH in Q4 2019 and held it in 13 quarters. The position peaked at $1.72M in Q1 2023. 3,466 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

XR Securities reported no remaining UnitedHealth position as of Q3 2024 after selling out during the quarter.
XR Securities sold 895 UnitedHealth shares in Q3 2024, an estimated $506K.
XR Securities first reported a position in UnitedHealth in Q4 2019 and held it in 13 quarters.
XR Securities's UnitedHealth position peaked at $1.72M in Q1 2023.
3,466 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on XR Securities's 13F filing for Q3 2024, filed 25 Oct 2024.