Halpern Financial’s UnitedHealth UNH Stock Holding History

Halpern Financial’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	$62.8K	Buy	106 +6	+6%	+$3.39K	0.02%	86
2024 Q2	$50.9K	Sell	100 -50	-33%	-$24.5K	0.01%	92
2024 Q1	$69K	Sell	150 -35	-19%	-$17.8K	0.02%	83
2023 Q4	$100K	Sell	185 -31	-14%	-$16.5K	0.03%	70
2023 Q3	$109K	Buy	216 +89	+70%	+$43.8K	0.04%	59
2023 Q2	$61K	Buy	127 +27	+27%	+$13.2K	0.02%	74
2023 Q1	$47.3K	Hold	100	–	–	0.02%	80
2022 Q4	$53K	Hold	100	–	–	0.02%	80
2022 Q3	$50.5K	Sell	100 -22	-18%	-$11.6K	0.02%	79
2022 Q2	$62.7K	Sell	122 -3	-2%	-$1.51K	0.02%	79
2022 Q1	$63.7K	Sell	125 -73	-37%	-$35.2K	0.02%	89
2021 Q4	$99.4K	Buy	198 +125	+171%	+$56.6K	0.04%	58
2021 Q3	$28.5K	Hold	73	–	–	0.01%	98
2021 Q2	$29.2K	Hold	73	–	–	0.01%	89
2021 Q1	$27.2K	Sell	73 -6	-8%	-$2.08K	0.01%	83
2020 Q4	$27.7K	Hold	79	–	–	0.01%	71
2020 Q3	$24.6K	Hold	79	–	–	0.01%	69
2020 Q2	$23.3K	Buy	79 +40	+103%	+$11.5K	0.02%	68
2020 Q1	$9.73K	Hold	39	–	–	0.01%	87
2019 Q4	$11.5K	Buy	+39	New	+$10.2K	0.01%	108

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

Halpern Financial's UNH Position: Q3 2024 in Review

Halpern Financial increased its UnitedHealth (UNH) stake by 6% in Q3 2024, buying an estimated $3.39K and bringing the position to 106 shares worth $62.8K. The position accounts for 0.02% of the portfolio, ranked #86.

Halpern Financial first reported a position in UNH in Q4 2019 and has held it in 20 quarters since. The position peaked at $109K in Q3 2023. 3,466 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

Halpern Financial held 106 shares of UnitedHealth worth $62.8K as of Q3 2024.
Halpern Financial bought 6 UnitedHealth shares in Q3 2024, an estimated $3.39K.
UnitedHealth made up 0.02% of Halpern Financial's portfolio in Q3 2024, its #86 holding.
Halpern Financial first reported a position in UnitedHealth in Q4 2019 and has held it in 20 quarters since.
Halpern Financial's UnitedHealth position peaked at $109K in Q3 2023.
3,466 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.