Carmel Capital Partners’s UnitedHealth UNH Stock Holding History

Carmel Capital Partners’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	–	Sell	-474	Closed	-$239K	–	662
2023 Q3	$239K	Buy	474 +308	+186%	+$152K	0.11%	133
2023 Q2	$79.8K	Sell	166 -209	-56%	-$102K	0.04%	179
2023 Q1	$177K	Sell	375 -220	-37%	-$106K	0.1%	136
2022 Q4	$315K	Buy	595 +27	+5%	+$14.3K	0.22%	94
2022 Q3	$287K	Hold	568	–	–	0.28%	84
2022 Q2	$292K	Buy	568 +30	+6%	+$15.1K	0.27%	83
2022 Q1	$274K	Sell	538 -6	-1%	-$2.89K	0.23%	90
2021 Q4	$273K	Buy	+544	New	+$246K	0.2%	93

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carmel Capital Partners's UNH Position: Q4 2023 in Review

Carmel Capital Partners sold out of UnitedHealth (UNH) in Q4 2023, closing a stake of 474 shares — an estimated $239K sold.

Carmel Capital Partners first reported a position in UNH in Q4 2021 and held it in 8 quarters. The position peaked at $315K in Q4 2022. 3,411 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

Carmel Capital Partners reported no remaining UnitedHealth position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 474 UnitedHealth shares in Q4 2023, an estimated $239K.
Carmel Capital Partners first reported a position in UnitedHealth in Q4 2021 and held it in 8 quarters.
Carmel Capital Partners's UnitedHealth position peaked at $315K in Q4 2022.
3,411 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.