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BHK Investment Advisors’s UnitedHealth UNH Stock Holding History

BHK Investment Advisors’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
-1,088
Closed -$636K – 62
2024
Q3 		$636K Buy
1,088
+1
+0.1% +$566 0.24% 36
2024
Q2 		$554K Buy
1,087
+53
+5% +$26K 0.22% 39
2024
Q1 		$512K Buy
1,034
+403
+64% +$205K 0.2% 44
2023
Q4 		$332K Sell
631
-333
-35% -$178K 0.19% 39
2023
Q3 		$486K Sell
964
-85
-8% -$41.8K 0.22% 37
2023
Q2 		$504K Buy
1,049
+88
+9% +$43K 0.22% 40
2023
Q1 		$454K Buy
961
+110
+13% +$53.1K 0.2% 44
2022
Q4 		$451K Sell
851
-85
-9% -$45K 0.25% 35
2022
Q3 		$473K Buy
936
+10
+1% +$5.26K 0.24% 35
2022
Q2 		$475K Buy
926
+95
+11% +$47.7K 0.21% 39
2022
Q1 		$424K Buy
831
+1
+0.1% +$482 0.18% 42
2021
Q4 		$417K Buy
830
+20
+2% +$9.05K 0.16% 46
2021
Q3 		$317K Hold
810
– – 0.13% 57
2021
Q2 		$324K Buy
810
+75
+10% +$29.9K 0.13% 56
2021
Q1 		$258K Hold
735
– – 0.12% 59
2020
Q4 		$258K Buy
735
+10
+1% +$3.35K 0.12% 57
2020
Q3 		$226K Buy
+725
New +$223K 0.13% 57

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

BHK Investment Advisors's UNH Position: Q4 2024 in Review

BHK Investment Advisors sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 1,088 shares — an estimated $636K sold.

BHK Investment Advisors first reported a position in UNH in Q3 2020 and held it in 17 quarters. The position peaked at $636K in Q3 2024. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • BHK Investment Advisors reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
  • BHK Investment Advisors sold 1,088 UnitedHealth shares in Q4 2024, an estimated $636K.
  • BHK Investment Advisors first reported a position in UnitedHealth in Q3 2020 and held it in 17 quarters.
  • BHK Investment Advisors's UnitedHealth position peaked at $636K in Q3 2024.
  • 3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on BHK Investment Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.