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Carr Financial Group’s UnitedHealth UNH Stock Holding History

Carr Financial Group’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
-610
Closed -$357K – 202
2024
Q3 		$357K Buy
610
+31
+5% +$17.5K 0.1% 137
2024
Q2 		$295K Sell
579
-463
-44% -$227K 0.09% 154
2024
Q1 		$515K Sell
1,042
-120
-10% -$61K 0.17% 102
2023
Q4 		$612K Buy
1,162
+29
+3% +$15.5K 0.23% 74
2023
Q3 		$602K Buy
1,133
+560
+98% +$276K 0.24% 74
2023
Q2 		$275K Buy
+573
New +$280K 0.11% 139

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

Carr Financial Group's UNH Position: Q4 2024 in Review

Carr Financial Group sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 610 shares — an estimated $357K sold.

Carr Financial Group first reported a position in UNH in Q2 2023 and held it in 6 quarters. The position peaked at $612K in Q4 2023. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Carr Financial Group reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
  • Carr Financial Group sold 610 UnitedHealth shares in Q4 2024, an estimated $357K.
  • Carr Financial Group first reported a position in UnitedHealth in Q2 2023 and held it in 6 quarters.
  • Carr Financial Group's UnitedHealth position peaked at $612K in Q4 2023.
  • 3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Carr Financial Group's 13F filing for Q4 2024, filed 21 Jan 2025.