BWM
UNH icon

Baystate Wealth Management’s UnitedHealth UNH Stock Holding History

Baystate Wealth Management’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
2023
Q4 		$715K Buy
1,358
+13
+1% +$6.93K 0.05% 118
2023
Q3 		$678K Sell
1,345
-11
-0.8% -$5.41K 0.06% 108
2023
Q2 		$652K Buy
1,356
+7
+0.5% +$3.42K 0.05% 114
2023
Q1 		$638K Buy
1,349
+57
+4% +$27.5K 0.06% 115
2022
Q4 		$685K Buy
1,292
+40
+3% +$21.2K 0.06% 120
2022
Q3 		$633K Buy
1,252
+3
+0.2% +$1.58K 0.07% 108
2022
Q2 		$642K Buy
1,249
+426
+52% +$214K 0.06% 103
2022
Q1 		$420K Sell
823
-3
-0.4% -$1.45K 0.04% 127
2021
Q4 		$415K Buy
826
+37
+5% +$16.7K 0.04% 124
2021
Q3 		$309K Buy
789
+37
+5% +$15.3K 0.03% 126
2021
Q2 		$301K Buy
752
+8
+1% +$3.19K 0.03% 121
2021
Q1 		$277K Buy
744
+3
+0.4% +$1.04K 0.03% 119
2020
Q4 		$260K Buy
741
+101
+16% +$33.9K 0.03% 113
2020
Q3 		$199K Buy
640
+54
+9% +$16.6K 0.02% 117
2020
Q2 		$173K Buy
586
+129
+28% +$37K 0.02% 122
2020
Q1 		$114K Buy
457
+28
+7% +$7.71K 0.02% 137
2019
Q4 		$126K Sell
429
-14
-3% -$3.66K 0.02% 145
2019
Q3 		$96K Sell
443
-32
-7% -$7.72K 0.01% 154
2019
Q2 		$116K Sell
475
-149
-24% -$35.8K 0.02% 141
2019
Q1 		$144K Buy
624
+16
+3% +$4.08K 0.02% 118
2018
Q4 		$162K Buy
608
+137
+29% +$36.2K 0.02% 108
2018
Q3 		$124K Buy
471
+1
+0.2% +$260 0.02% 111
2018
Q2 		$120K Buy
470
+45
+11% +$10.8K 0.02% 114
2018
Q1 		$100K Sell
425
-337
-44% -$77K 0.02% 125
2017
Q4 		$186K Buy
762
+300
+65% +$63.6K 0.03% 90
2017
Q3 		$91K Buy
462
+41
+10% +$7.92K 0.02% 131
2017
Q2 		$78K Buy
421
+2
+0.5% +$351 0.01% 137
2017
Q1 		$69K Buy
419
+17
+4% +$2.78K 0.01% 154
2016
Q4 		$65K Buy
+402
New +$60K 0.01% 135

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baystate Wealth Management's UNH Position: Q4 2023 in Review

Baystate Wealth Management increased its UnitedHealth (UNH) stake by 0.97% in Q4 2023, buying an estimated $6.93K and bringing the position to 1,358 shares worth $715K. The position accounts for 0.05% of the portfolio, ranked #118.

Baystate Wealth Management first reported a position in UNH in Q4 2016 and has held it in 29 quarters since. 3,411 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

  • Baystate Wealth Management held 1,358 shares of UnitedHealth worth $715K as of Q4 2023.
  • Baystate Wealth Management bought 13 UnitedHealth shares in Q4 2023, an estimated $6.93K.
  • UnitedHealth made up 0.05% of Baystate Wealth Management's portfolio in Q4 2023, its #118 holding.
  • Baystate Wealth Management first reported a position in UnitedHealth in Q4 2016 and has held it in 29 quarters since.
  • 3,411 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.