Charles Carroll Financial Partners’s UnitedHealth UNH Stock Holding History

Charles Carroll Financial 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	$3M	Buy	5,706 +250	+5%	+$133K	3.23%	10
2023 Q3	$2.75M	Sell	5,456 -2,500	-31%	-$1.23M	3.42%	11
2023 Q2	$3.82M	Buy	7,956 +50	+0.6%	+$24.4K	4.88%	8
2023 Q1	$3.74M	Buy	7,906 +405	+5%	+$195K	5.73%	8
2022 Q4	$3.98M	Hold	7,501	–	–	6.15%	6
2022 Q3	$3.79M	Buy	7,501 +1,330	+22%	+$699K	6.11%	5
2022 Q2	$3.17M	Buy	6,171 +535	+9%	+$269K	4.14%	9
2022 Q1	$2.87M	Buy	5,636 +985	+21%	+$475K	2.98%	11
2021 Q4	$2.33M	Buy	+4,651	New	+$2.11M	2.32%	13

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

Charles Carroll Financial Partners's UNH Position: Q4 2023 in Review

Charles Carroll Financial Partners increased its UnitedHealth (UNH) stake by 4.6% in Q4 2023, buying an estimated $133K and bringing the position to 5,706 shares worth $3M. The position accounts for 3.23% of the portfolio, ranked #10.

Charles Carroll Financial Partners first reported a position in UNH in Q4 2021 and has held it in 9 quarters since. The position peaked at $3.98M in Q4 2022. 3,412 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

Charles Carroll Financial Partners held 5,706 shares of UnitedHealth worth $3M as of Q4 2023.
Charles Carroll Financial Partners bought 250 UnitedHealth shares in Q4 2023, an estimated $133K.
UnitedHealth made up 3.23% of Charles Carroll Financial Partners's portfolio in Q4 2023, its #10 holding.
Charles Carroll Financial Partners first reported a position in UnitedHealth in Q4 2021 and has held it in 9 quarters since.
Charles Carroll Financial Partners's UnitedHealth position peaked at $3.98M in Q4 2022.
3,412 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on Charles Carroll Financial Partners's 13F filing for Q4 2023, filed 6 Feb 2024.