Beach Investment Counsel’s UnitedHealth UNH Stock Holding History

Beach Investment Counsel’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	-300	Closed	-$175K	–	209
2024 Q3	$175K	Hold	300	–	–	0.02%	135
2024 Q2	$153K	Sell	300 -18,758	-98%	-$9.19M	0.02%	138
2024 Q1	$10M	Hold	19,058	–	–	1.24%	24
2023 Q4	$10M	Buy	19,058 +15,858	+496%	+$8.46M	1.24%	24
2023 Q3	$1.61M	Hold	3,200	–	–	0.2%	84
2023 Q2	$1.54M	Sell	3,200 -152	-5%	-$74.3K	0.18%	91
2023 Q1	$1.58M	Sell	3,352 -17,018	-84%	-$8.21M	0.21%	77
2022 Q4	$10.8M	Buy	20,370 +163	+0.8%	+$86.3K	1.35%	21
2022 Q3	$10.2M	Sell	20,207 -26,803	-57%	-$14.1M	1.45%	15
2022 Q2	$24.1M	Sell	47,010 -69	-0.1%	-$34.7K	3.02%	4
2022 Q1	$24M	Sell	47,079 -5,893	-11%	-$2.84M	2.54%	7
2021 Q4	$26.6M	Sell	52,972 -964	-2%	-$436K	3.52%	5
2021 Q3	$21.1M	Sell	53,936 -1,201	-2%	-$497K	2%	14
2021 Q2	$22.1M	Sell	55,137 -15,840	-22%	-$6.32M	1.98%	14
2021 Q1	$26.4M	Buy	70,977 +2,028	+3%	+$703K	2.35%	10
2020 Q4	$24.2M	Buy	68,949 +22,424	+48%	+$7.52M	2.3%	10
2020 Q3	$14.5M	Buy	46,525 +2,071	+5%	+$636K	1.71%	19
2020 Q2	$13.1M	Buy	44,454 +3,790	+9%	+$1.09M	1.75%	17
2020 Q1	$10.1M	Buy	40,664 +37,664	+1,255%	+$10.4M	1.7%	20
2019 Q4	$882K	Hold	3,000	–	–	0.1%	90
2019 Q3	$652K	Hold	3,000	–	–	0.07%	101
2019 Q2	$732K	Hold	3,000	–	–	0.08%	99
2019 Q1	$742K	Hold	3,000	–	–	0.08%	97
2018 Q4	$811K	Hold	3,000	–	–	0.1%	93
2018 Q3	$798K	Hold	3,000	–	–	0.08%	100
2018 Q2	$736K	Hold	3,000	–	–	0.08%	106
2018 Q1	$642K	Hold	3,000	–	–	0.07%	114
2017 Q4	$661K	Hold	3,000	–	–	0.06%	113
2017 Q3	$588K	Hold	3,000	–	–	0.06%	113
2017 Q2	$556K	Hold	3,000	–	–	0.06%	109
2017 Q1	$492K	Hold	3,000	–	–	0.05%	114
2016 Q4	$480K	Hold	3,000	–	–	0.05%	115
2016 Q3	$420K	Hold	3,000	–	–	0.05%	119
2016 Q2	$424K	Hold	3,000	–	–	0.05%	113
2016 Q1	$387K	Hold	3,000	–	–	0.04%	131
2015 Q4	$353K	Hold	3,000	–	–	0.04%	141
2015 Q3	$348K	Hold	3,000	–	–	0.04%	142
2015 Q2	$366K	Hold	3,000	–	–	0.04%	156
2015 Q1	$355K	Hold	3,000	–	–	0.03%	153
2014 Q4	$303K	Hold	3,000	–	–	0.03%	158
2014 Q3	$259K	Hold	3,000	–	–	0.02%	159
2014 Q2	$245K	Hold	3,000	–	–	0.02%	166
2014 Q1	$246K	Hold	3,000	–	–	0.02%	161
2013 Q4	$226K	Hold	3,000	–	–	0.02%	166
2013 Q3	$215K	Sell	3,000 -10,020	-77%	-$717K	0.02%	163
2013 Q2	$853K	Buy	+13,020	New	+$810K	0.09%	100

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

Beach Investment Counsel's UNH Position: Q4 2024 in Review

Beach Investment Counsel sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 300 shares — an estimated $175K sold.

Beach Investment Counsel first reported a position in UNH in Q2 2013 and held it in 46 quarters. The position peaked at $26.6M in Q4 2021. 3,675 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

Beach Investment Counsel reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
Beach Investment Counsel sold 300 UnitedHealth shares in Q4 2024, an estimated $175K.
Beach Investment Counsel first reported a position in UnitedHealth in Q2 2013 and held it in 46 quarters.
Beach Investment Counsel's UnitedHealth position peaked at $26.6M in Q4 2021.
3,675 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Beach Investment Counsel's 13F filing for Q4 2024, filed 27 Jan 2025.