Carmichael Hill & Associates’s UnitedHealth UNH Stock Holding History

Carmichael Hill & Associates’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	$79.5K	Buy	136 +30	+28%	+$17K	0.03%	297
2024 Q2	$54K	Hold	106	–	–	0.02%	329
2024 Q1	$52.4K	Sell	106 -80	-43%	-$40.7K	0.02%	341
2023 Q4	$98.2K	Hold	186	–	–	0.04%	251
2023 Q3	$93.9K	Hold	186	–	–	0.04%	246
2023 Q2	$89.3K	Sell	186 -20	-10%	-$9.78K	0.04%	256
2023 Q1	$97.1K	Buy	206 +21	+11%	+$10.1K	0.05%	237
2022 Q4	$98.2K	Sell	185 -15	-8%	-$7.95K	0.05%	240
2022 Q3	$101K	Hold	200	–	–	0.05%	223
2022 Q2	$103K	Buy	200 +4	+2%	+$2.01K	0.05%	222
2022 Q1	$100K	Buy	196 +1	+0.5%	+$482	0.05%	246
2021 Q4	$98K	Hold	195	–	–	0.04%	255
2021 Q3	$76K	Buy	195 +15	+8%	+$6.21K	0.04%	282
2021 Q2	$72K	Sell	180 -6	-3%	-$2.39K	0.04%	289
2021 Q1	$69K	Buy	186 +1	+0.5%	+$347	0.04%	282
2020 Q4	$65K	Hold	185	–	–	0.04%	281
2020 Q3	$58K	Buy	185 +1	+0.5%	+$307	0.04%	282
2020 Q2	$54K	Hold	184	–	–	0.04%	269
2020 Q1	$46K	Hold	184	–	–	0.04%	267
2019 Q4	$54K	Buy	+184	New	+$48.1K	0.04%	273

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

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

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

Carmichael Hill & Associates's UNH Position: Q3 2024 in Review

Carmichael Hill & Associates increased its UnitedHealth (UNH) stake by 28% in Q3 2024, buying an estimated $17K and bringing the position to 136 shares worth $79.5K. The position accounts for 0.03% of the portfolio, ranked #297.

Carmichael Hill & Associates first reported a position in UNH in Q4 2019 and has held it in 20 quarters since. The position peaked at $103K in Q2 2022. 3,465 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

Carmichael Hill & Associates held 136 shares of UnitedHealth worth $79.5K as of Q3 2024.
Carmichael Hill & Associates bought 30 UnitedHealth shares in Q3 2024, an estimated $17K.
UnitedHealth made up 0.03% of Carmichael Hill & Associates's portfolio in Q3 2024, its #297 holding.
Carmichael Hill & Associates first reported a position in UnitedHealth in Q4 2019 and has held it in 20 quarters since.
Carmichael Hill & Associates's UnitedHealth position peaked at $103K in Q2 2022.
3,465 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.