Hollow Brook Wealth Management’s UnitedHealth UNH Stock Holding History

Hollow Brook 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
2024 Q2	–	Sell	-478	Closed	-$236K	–	84
2024 Q1	$236K	Hold	478	–	–	0.09%	74
2023 Q4	$252K	Hold	478	–	–	0.1%	73
2023 Q3	$241K	Hold	478	–	–	0.1%	76
2023 Q2	$230K	Buy	478 +17	+4%	+$8.31K	0.1%	81
2023 Q1	$218K	Sell	461 -1	-0.2%	-$483	0.1%	78
2022 Q4	$245K	Buy	462 +48	+12%	+$25.4K	0.12%	73
2022 Q3	$209K	Hold	414	–	–	0.12%	72
2022 Q2	$213K	Hold	414	–	–	0.12%	69
2022 Q1	$211K	Hold	414	–	–	0.09%	72
2021 Q4	$208K	Buy	+414	New	+$187K	0.11%	74

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

Hollow Brook Wealth Management's UNH Position: Q2 2024 in Review

Hollow Brook Wealth Management sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 478 shares — an estimated $236K sold.

Hollow Brook Wealth Management first reported a position in UNH in Q4 2021 and held it in 10 quarters. The position peaked at $252K in Q4 2023. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

Hollow Brook Wealth Management reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
Hollow Brook Wealth Management sold 478 UnitedHealth shares in Q2 2024, an estimated $236K.
Hollow Brook Wealth Management first reported a position in UnitedHealth in Q4 2021 and held it in 10 quarters.
Hollow Brook Wealth Management's UnitedHealth position peaked at $252K in Q4 2023.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Hollow Brook Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.