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	–	Hold	0	–	–	–	344
2024 Q2	–	Hold	0	–	–	–	339
2021 Q4	–	Sell	-600	Closed	-$234K	–	836
2021 Q3	$234K	Hold	600	–	–	0.12%	151
2021 Q2	$240K	Hold	600	–	–	0.12%	145
2021 Q1	$223K	Hold	600	–	–	0.12%	148
2020 Q4	$210K	Hold	600	–	–	0.12%	142
2020 Q3	$187K	Hold	600	–	–	0.12%	141
2020 Q2	$177K	Hold	600	–	–	0.13%	135
2020 Q1	$150K	Hold	600	–	–	0.13%	131
2019 Q4	$176K	Buy	+600	New	+$157K	0.12%	140

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.