InterOcean Capital Group’s UnitedHealth UNH Stock Holding History

InterOcean Capital Group’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 Q1	$1.69M	Sell	3,425 -1,479	-30%	-$752K	0.04%	162
2023 Q4	$2.58M	Buy	4,904 +573	+13%	+$306K	0.07%	139
2023 Q3	$2.18M	Buy	4,331 +343	+9%	+$169K	0.07%	134
2023 Q2	$1.92M	Sell	3,988 -566	-12%	-$277K	0.06%	129
2023 Q1	$2.15M	Sell	4,554 -44	-1%	-$21.2K	0.07%	126
2022 Q4	$2.44M	Sell	4,598 -534	-10%	-$283K	0.09%	120
2022 Q3	$2.59M	Buy	5,132 +200	+4%	+$105K	0.11%	105
2022 Q2	$2.53M	Buy	4,932 +3,458	+235%	+$1.74M	0.1%	106
2022 Q1	$752K	Sell	1,474 -104	-7%	-$50.2K	0.03%	142
2021 Q4	$792K	Buy	1,578 +75	+5%	+$34K	0.03%	137
2021 Q3	$587K	Buy	1,503 +45	+3%	+$18.6K	0.03%	145
2021 Q2	$584K	Buy	1,458 +31	+2%	+$12.4K	0.03%	145
2021 Q1	$531K	Sell	1,427 -141	-9%	-$48.9K	0.03%	145
2020 Q4	$550K	Buy	+1,568	New	+$526K	0.03%	125

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

InterOcean Capital Group's UNH Position: Q1 2024 in Review

InterOcean Capital Group reduced its UnitedHealth (UNH) stake by 30% in Q1 2024, selling an estimated $752K and leaving 3,425 shares worth $1.69M. The position accounts for 0.04% of the portfolio, ranked #162.

InterOcean Capital Group first reported a position in UNH in Q4 2020 and has held it in 14 quarters since. The position peaked at $2.59M in Q3 2022. 3,375 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

InterOcean Capital Group held 3,425 shares of UnitedHealth worth $1.69M as of Q1 2024.
InterOcean Capital Group sold 1,479 UnitedHealth shares in Q1 2024, an estimated $752K.
UnitedHealth made up 0.04% of InterOcean Capital Group's portfolio in Q1 2024, its #162 holding.
InterOcean Capital Group first reported a position in UnitedHealth in Q4 2020 and has held it in 14 quarters since.
InterOcean Capital Group's UnitedHealth position peaked at $2.59M in Q3 2022.
3,375 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.