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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
-6,600
Closed -$3.86M – 161
2024
Q3 		$3.86M Sell
6,600
-500
-7% -$283K 1.13% 21
2024
Q2 		$3.62M Buy
7,100
+2,700
+61% +$1.32M 0.66% 27
2024
Q1 		$2.18M Buy
4,400
+200
+5% +$102K 0.07% 79
2023
Q4 		$2.21M Sell
4,200
-400
-9% -$213K 0.08% 111
2023
Q3 		$2.32M Buy
4,600
+1,500
+48% +$738K 0.18% 87
2023
Q2 		$1.49M Sell
3,100
-7,200
-70% -$3.52M 0.07% 117
2023
Q1 		$4.87M Buy
10,300
+4,900
+91% +$2.36M 0.13% 44
2022
Q4 		$2.86M Buy
+5,400
New +$2.86M 0.28% 65
2020
Q4 		– Sell
-12,300
Closed -$49K – 488
2020
Q3 		$49K Buy
+12,300
New +$3.78M ﹤0.01% 183
2019
Q2 		– Sell
-13,900
Closed -$19K – 367
2019
Q1 		$19K Sell
13,900
-11,400
-45% -$2.91M ﹤0.01% 228
2018
Q4 		$96K Buy
+25,300
New +$6.68M 0.04% 169

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

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.