High Pines Wealth Management’s UnitedHealth UNH Stock Holding History

High Pines Wealth Management’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	$472K	Buy	897 +35	+4%	+$18.7K	0.72%	21
2023 Q3	$435K	Buy	862 +238	+38%	+$117K	0.72%	18
2023 Q2	$300K	Hold	624	–	–	0.46%	24
2023 Q1	$295K	Buy	624 +36	+6%	+$17.4K	0.49%	26
2022 Q4	$312K	Buy	588 +1	+0.2%	+$530	0.55%	22
2022 Q3	$296K	Buy	587 +96	+20%	+$50.5K	0.57%	20
2022 Q2	$252K	Sell	491 -8,182	-94%	-$4.11M	0.47%	22
2022 Q1	$4.42M	Sell	8,673 -2	-0%	-$965	3.25%	14
2021 Q4	$4.36M	Sell	8,675 -710	-8%	-$321K	3.04%	17
2021 Q3	$3.67M	Buy	9,385 +1,003	+12%	+$415K	2.52%	22
2021 Q2	$3.36M	Sell	8,382 -128	-2%	-$51K	2.53%	19
2021 Q1	$3.17M	Buy	8,510 +115	+1%	+$39.8K	2.8%	18
2020 Q4	$2.94M	Buy	+8,395	New	+$2.81M	2.72%	17

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

High Pines Wealth Management's UNH Position: Q4 2023 in Review

High Pines Wealth Management increased its UnitedHealth (UNH) stake by 4.1% in Q4 2023, buying an estimated $18.7K and bringing the position to 897 shares worth $472K. The position accounts for 0.72% of the portfolio, ranked #21.

High Pines Wealth Management first reported a position in UNH in Q4 2020 and has held it in 13 quarters since. The position peaked at $4.42M in Q1 2022. 3,411 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

High Pines Wealth Management held 897 shares of UnitedHealth worth $472K as of Q4 2023.
High Pines Wealth Management bought 35 UnitedHealth shares in Q4 2023, an estimated $18.7K.
UnitedHealth made up 0.72% of High Pines Wealth Management's portfolio in Q4 2023, its #21 holding.
High Pines Wealth Management first reported a position in UnitedHealth in Q4 2020 and has held it in 13 quarters since.
High Pines Wealth Management's UnitedHealth position peaked at $4.42M in Q1 2022.
3,411 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on High Pines Wealth Management's 13F filing for Q4 2023, filed 12 Jan 2024.