Zimmermann Investment Management & Planning’s UnitedHealth UNH Stock Holding History

Zimmermann Investment Management & Planning’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	-667	Closed	-$390K	–	124
2024 Q3	$390K	Sell	667 -153	-19%	-$86.5K	0.12%	96
2024 Q2	$418K	Sell	820 -872	-52%	-$427K	0.14%	89
2024 Q1	$837K	Buy	1,692 +6	+0.4%	+$3.05K	0.3%	63
2023 Q4	$888K	Buy	1,686 +25	+2%	+$13.3K	0.36%	53
2023 Q3	$837K	Buy	1,661 +84	+5%	+$41.3K	0.4%	52
2023 Q2	$758K	Buy	1,577 +176	+13%	+$86.1K	0.35%	47
2023 Q1	$662K	Buy	1,401 +21	+2%	+$10.1K	0.35%	56
2022 Q4	$732K	Buy	1,380 +29	+2%	+$15.4K	0.42%	45
2022 Q3	$682K	Buy	1,351 +832	+160%	+$437K	0.42%	41
2022 Q2	$267K	Buy	+519	New	+$261K	0.18%	77

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

Zimmermann Investment Management & Planning's UNH Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 667 shares — an estimated $390K sold.

Zimmermann Investment Management & Planning first reported a position in UNH in Q2 2022 and held it in 10 quarters. The position peaked at $888K in Q4 2023. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

Zimmermann Investment Management & Planning reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 667 UnitedHealth shares in Q4 2024, an estimated $390K.
Zimmermann Investment Management & Planning first reported a position in UnitedHealth in Q2 2022 and held it in 10 quarters.
Zimmermann Investment Management & Planning's UnitedHealth position peaked at $888K in Q4 2023.
3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.