HBC Financial Services’s UnitedHealth UNH Stock Holding History

HBC Financial Services’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	$8K	Hold	17	–	–	﹤0.01%	124
2024 Q3	$9K	Buy	17 +9	+113%	+$5.09K	0.01%	123
2024 Q2	$4K	Hold	8	–	–	﹤0.01%	130
2024 Q1	$3K	Hold	8	–	–	﹤0.01%	136
2023 Q4	$4K	Hold	8	–	–	﹤0.01%	127
2023 Q3	$4K	Hold	8	–	–	﹤0.01%	135
2023 Q2	$4K	Hold	8	–	–	﹤0.01%	130
2023 Q1	$4K	Hold	8	–	–	﹤0.01%	145
2022 Q4	$4K	Hold	8	–	–	﹤0.01%	130
2022 Q3	$4K	Hold	8	–	–	﹤0.01%	133
2022 Q2	$4K	Hold	8	–	–	﹤0.01%	141
2022 Q1	$4K	Buy	+8	New	+$3.86K	﹤0.01%	138
2020 Q2	–	Sell	-40	Closed	-$9K	–	173
2020 Q1	$9K	Sell	40 -65	-62%	-$17.9K	0.01%	117
2019 Q4	$30K	Buy	+105	New	+$27.5K	0.03%	93

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HBC Financial Services's UNH Position: Q4 2024 in Review

HBC Financial Services held its UnitedHealth (UNH) position steady in Q4 2024 at 17 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #124.

HBC Financial Services first reported a position in UNH in Q4 2019 and has held it in 14 quarters since. The position peaked at $30K in Q4 2019. 3,681 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

HBC Financial Services held 17 shares of UnitedHealth worth $8K as of Q4 2024.
HBC Financial Services left its UnitedHealth share count unchanged in Q4 2024.
UnitedHealth made up ﹤0.01% of HBC Financial Services's portfolio in Q4 2024, its #124 holding.
HBC Financial Services first reported a position in UnitedHealth in Q4 2019 and has held it in 14 quarters since.
HBC Financial Services's UnitedHealth position peaked at $30K in Q4 2019.
3,681 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.