BHC
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Bowen Hanes & Co’s UnitedHealth UNH Stock Holding History

Bowen Hanes & Co’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
-2,561
Closed -$1.5M – 159
2024
Q3 		$1.5M Hold
2,561
– – 0.04% 104
2024
Q2 		$1.3M Sell
2,561
-2,175
-46% -$1.07M 0.04% 107
2024
Q1 		$2.34M Sell
4,736
-4,270
-47% -$2.17M 0.07% 91
2023
Q4 		$4.74M Sell
9,006
-37
-0.4% -$19.7K 0.14% 69
2023
Q3 		$4.56M Sell
9,043
-875
-9% -$431K 0.15% 68
2023
Q2 		$4.77M Sell
9,918
-84,951
-90% -$41.5M 0.15% 70
2023
Q1 		$44.8M Buy
94,869
+4,405
+5% +$2.13M 1.54% 32
2022
Q4 		$48M Buy
90,464
+40
+0% +$21.2K 1.7% 26
2022
Q3 		$45.7M Buy
90,424
+55
+0.1% +$28.9K 1.77% 25
2022
Q2 		$46.4M Buy
90,369
+12,219
+16% +$6.14M 1.68% 28
2022
Q1 		$39.9M Sell
78,150
-8,685
-10% -$4.19M 1.19% 39
2021
Q4 		$43.6M Buy
86,835
+4,950
+6% +$2.24M 1.23% 35
2021
Q3 		$32M Buy
81,885
+68,960
+534% +$28.6M 0.98% 44
2021
Q2 		$5.18M Buy
+12,925
New +$5.15M 0.16% 81
2019
Q3 		– Sell
-75,173
Closed -$18.3M – 145
2019
Q2 		$18.3M Buy
+75,173
New +$18.1M 0.79% 55
2019
Q1 		– Sell
-85,410
Closed -$21.3M – 182
2018
Q4 		$21.3M Buy
+85,410
New +$22.6M 1.07% 47

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

Bowen Hanes & Co's UNH Position: Q4 2024 in Review

Bowen Hanes & Co sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 2,561 shares — an estimated $1.5M sold.

Bowen Hanes & Co first reported a position in UNH in Q4 2018 and held it in 16 quarters. The position peaked at $48M in Q4 2022. 3,675 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Bowen Hanes & Co reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
  • Bowen Hanes & Co sold 2,561 UnitedHealth shares in Q4 2024, an estimated $1.5M.
  • Bowen Hanes & Co first reported a position in UnitedHealth in Q4 2018 and held it in 16 quarters.
  • Bowen Hanes & Co's UnitedHealth position peaked at $48M in Q4 2022.
  • 3,675 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Bowen Hanes & Co's 13F filing for Q4 2024, filed 10 Feb 2025.