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UNH icon

HoyleCohen’s UnitedHealth UNH Stock Holding History

HoyleCohen’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 		$616K Sell
1,210
-73
-6% -$35.8K 0.05% 174
2024
Q1 		$635K Buy
1,283
+2
+0.2% +$1.02K 0.05% 185
2023
Q4 		$674K Buy
1,281
+4
+0.3% +$2.13K 0.06% 174
2023
Q3 		$643K Buy
1,277
+114
+10% +$56.1K 0.06% 164
2023
Q2 		$559K Sell
1,163
-24
-2% -$11.7K 0.05% 179
2023
Q1 		$561K Buy
1,187
+24
+2% +$11.6K 0.05% 175
2022
Q4 		$617K Sell
1,163
-179
-13% -$94.8K 0.06% 169
2022
Q3 		$678K Sell
1,342
-103
-7% -$54.2K 0.07% 152
2022
Q2 		$742K Sell
1,445
-51
-3% -$25.6K 0.08% 153
2022
Q1 		$763K Buy
1,496
+109
+8% +$52.6K 0.07% 161
2021
Q4 		$696K Buy
1,387
+189
+16% +$85.6K 0.06% 171
2021
Q3 		$468K Hold
1,198
– – 0.04% 189
2021
Q2 		$480 Buy
1,198
+49
+4% +$19.5K 0.04% 189
2021
Q1 		$428K Buy
1,149
+95
+9% +$32.9K 0.04% 188
2020
Q4 		$370K Hold
1,054
– – 0.04% 182
2020
Q3 		$329K Buy
1,054
+108
+11% +$33.2K 0.05% 166
2020
Q2 		$279K Buy
946
+24
+3% +$6.88K 0.05% 160
2020
Q1 		$230K Buy
+922
New +$254K 0.05% 163

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HoyleCohen's UNH Position: Q2 2024 in Review

HoyleCohen reduced its UnitedHealth (UNH) stake by 5.7% in Q2 2024, selling an estimated $35.8K and leaving 1,210 shares worth $616K. The position accounts for 0.05% of the portfolio, ranked #174.

HoyleCohen first reported a position in UNH in Q1 2020 and has held it in 18 quarters since. The position peaked at $763K in Q1 2022. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

  • HoyleCohen held 1,210 shares of UnitedHealth worth $616K as of Q2 2024.
  • HoyleCohen sold 73 UnitedHealth shares in Q2 2024, an estimated $35.8K.
  • UnitedHealth made up 0.05% of HoyleCohen's portfolio in Q2 2024, its #174 holding.
  • HoyleCohen first reported a position in UnitedHealth in Q1 2020 and has held it in 18 quarters since.
  • HoyleCohen's UnitedHealth position peaked at $763K in Q1 2022.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.