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Boston Mountain Money Management’s UnitedHealth UNH Stock Holding History

Boston Mountain Money 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
2024
Q3 		$689K Sell
1,178
-53
-4% -$30K 0.4% 28
2024
Q2 		$627K Sell
1,231
-21
-2% -$10.3K 0.41% 27
2024
Q1 		$619K Buy
+1,252
New +$636K 0.42% 28

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

Boston Mountain Money Management's UNH Position: Q3 2024 in Review

Boston Mountain Money Management reduced its UnitedHealth (UNH) stake by 4.3% in Q3 2024, selling an estimated $30K and leaving 1,178 shares worth $689K. The position accounts for 0.4% of the portfolio, ranked #28.

Boston Mountain Money Management first reported a position in UNH in Q1 2024 and has held it in 3 quarters since. 3,465 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • Boston Mountain Money Management held 1,178 shares of UnitedHealth worth $689K as of Q3 2024.
  • Boston Mountain Money Management sold 53 UnitedHealth shares in Q3 2024, an estimated $30K.
  • UnitedHealth made up 0.4% of Boston Mountain Money Management's portfolio in Q3 2024, its #28 holding.
  • Boston Mountain Money Management first reported a position in UnitedHealth in Q1 2024 and has held it in 3 quarters since.
  • 3,465 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Boston Mountain Money Management's 13F filing for Q3 2024, filed 11 Oct 2024.