ZF
UNH icon

Zega Financial’s UnitedHealth UNH Stock Holding History

Zega Financial’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 		$5.88M Buy
10,052
+2,184
+28% +$1.24M 0.89% 15
2024
Q2 		$4.01M Sell
7,868
-23
-0.3% -$11.3K 0.71% 19
2024
Q1 		$3.9M Sell
7,891
-12
-0.2% -$6.1K 1.34% 13
2023
Q4 		$4.16M Buy
+7,903
New +$4.21M 1.33% 13

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
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
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

Zega Financial's UNH Position: Q3 2024 in Review

Zega Financial increased its UnitedHealth (UNH) stake by 28% in Q3 2024, buying an estimated $1.24M and bringing the position to 10,052 shares worth $5.88M. The position accounts for 0.89% of the portfolio, ranked #15.

Zega Financial first reported a position in UNH in Q4 2023 and has held it in 4 quarters since. 3,466 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • Zega Financial held 10,052 shares of UnitedHealth worth $5.88M as of Q3 2024.
  • Zega Financial bought 2,184 UnitedHealth shares in Q3 2024, an estimated $1.24M.
  • UnitedHealth made up 0.89% of Zega Financial's portfolio in Q3 2024, its #15 holding.
  • Zega Financial first reported a position in UnitedHealth in Q4 2023 and has held it in 4 quarters since.
  • 3,466 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Zega Financial's 13F filing for Q3 2024, filed 14 Nov 2024.