Charles D. Hyman’s UnitedHealth UNH Stock Holding History

Charles D. Hyman’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 Q2	$4.26M	Sell	8,357 -33	-0.4%	-$16.2K	0.24%	66
2024 Q1	$4.15M	Hold	8,390	–	–	0.23%	70
2023 Q4	$4.42M	Buy	8,390 +434	+5%	+$231K	0.26%	64
2023 Q3	$4.01M	Buy	7,956 +117	+1%	+$57.6K	0.26%	65
2023 Q2	$3.77M	Buy	7,839 +55	+0.7%	+$26.9K	0.24%	70
2023 Q1	$3.68M	Buy	7,784 +158	+2%	+$76.2K	0.25%	73
2022 Q4	$4.04M	Hold	7,626	–	–	0.28%	66
2022 Q3	$3.85M	Sell	7,626 -65	-0.8%	-$34.2K	0.3%	62
2022 Q2	$3.95M	Buy	7,691 +415	+6%	+$208K	0.29%	66
2022 Q1	$3.71M	Hold	7,276	–	–	0.23%	70
2021 Q4	$3.65M	Sell	7,276 -9	-0.1%	-$4.07K	0.23%	72
2021 Q3	$2.85M	Buy	7,285 +209	+3%	+$86.6K	0.2%	79
2021 Q2	$2.83M	Sell	7,076 -18	-0.3%	-$7.18K	0.2%	81
2021 Q1	$2.64M	Buy	7,094 +36	+0.5%	+$12.5K	0.19%	80
2020 Q4	$2.48M	Buy	7,058 +144	+2%	+$48.3K	0.2%	80
2020 Q3	$2.16M	Buy	6,914 +971	+16%	+$298K	0.19%	82
2020 Q2	$1.75M	Buy	5,943 +5,022	+545%	+$1.44M	0.17%	85
2020 Q1	$230K	Hold	921	–	–	0.03%	163
2019 Q4	$271K	Buy	+921	New	+$241K	0.03%	178

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

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

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

Charles D. Hyman's UNH Position: Q2 2024 in Review

Charles D. Hyman reduced its UnitedHealth (UNH) stake by 0.39% in Q2 2024, selling an estimated $16.2K and leaving 8,357 shares worth $4.26M. The position accounts for 0.24% of the portfolio, ranked #66.

Charles D. Hyman first reported a position in UNH in Q4 2019 and has held it in 19 quarters since. The position peaked at $4.42M in Q4 2023. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

Charles D. Hyman held 8,357 shares of UnitedHealth worth $4.26M as of Q2 2024.
Charles D. Hyman sold 33 UnitedHealth shares in Q2 2024, an estimated $16.2K.
UnitedHealth made up 0.24% of Charles D. Hyman's portfolio in Q2 2024, its #66 holding.
Charles D. Hyman first reported a position in UnitedHealth in Q4 2019 and has held it in 19 quarters since.
Charles D. Hyman's UnitedHealth position peaked at $4.42M in Q4 2023.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.