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 Q4	–	Sell	-1,000	Closed	-$585K	–	160
2024 Q3	$585K	Sell	1,000 -1,300	-57%	-$735K	0.17%	100
2024 Q2	$1.17M	Sell	2,300 -900	-28%	-$441K	0.21%	80
2024 Q1	$1.58M	Sell	3,200 -2,700	-46%	-$1.37M	0.05%	105
2023 Q4	$3.11M	Buy	5,900 +100	+2%	+$53.3K	0.12%	85
2023 Q3	$2.92M	Sell	5,800 -14,400	-71%	-$7.09M	0.23%	67
2023 Q2	$9.71M	Buy	20,200 +11,500	+132%	+$5.62M	0.47%	21
2023 Q1	$4.11M	Sell	8,700 -4,600	-35%	-$2.22M	0.11%	48
2022 Q4	$7.05M	Buy	+13,300	New	+$7.05M	0.69%	25
2022 Q1	–	Sell	-7,600	Closed	-$352K	–	525
2021 Q4	$352K	Buy	+7,600	New	+$3.44M	0.03%	134
2019 Q4	–	Sell	-18,100	Closed	-$39K	–	311
2019 Q3	$39K	Buy	+18,100	New	+$4.37M	0.01%	172
2019 Q1	–	Sell	-22,600	Closed	-$132K	–	417
2018 Q4	$132K	Buy	+22,600	New	+$5.97M	0.06%	155

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. 3,465 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.
3,465 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.