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Northeast Investment Management’s UnitedHealth UNH Stock Holding History

Northeast Investment 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
Q4 		– Sell
-415
Closed -$243K – 190
2024
Q3 		$243K Sell
415
-120
-22% -$67.9K 0.01% 169
2024
Q2 		$272K Sell
535
-1,670
-76% -$819K 0.01% 165
2024
Q1 		$1.09M Sell
2,205
-425
-16% -$216K 0.05% 104
2023
Q4 		$1.38M Sell
2,630
-2,380
-48% -$1.27M 0.07% 93
2023
Q3 		$2.53M Sell
5,010
-4,060
-45% -$2M 0.15% 77
2023
Q2 		$4.36M Sell
9,070
-2,353
-21% -$1.15M 0.25% 65
2023
Q1 		$5.4M Sell
11,423
-165
-1% -$79.6K 0.33% 60
2022
Q4 		$6.14M Buy
11,588
+900
+8% +$477K 0.39% 54
2022
Q3 		$5.4M Buy
10,688
+1,658
+18% +$872K 0.37% 55
2022
Q2 		$4.64M Buy
9,030
+4,729
+110% +$2.37M 0.3% 58
2022
Q1 		$2.19M Buy
4,301
+2,969
+223% +$1.43M 0.12% 83
2021
Q4 		$669K Hold
1,332
– – 0.03% 125
2021
Q3 		$520K Sell
1,332
-70
-5% -$29K 0.03% 132
2021
Q2 		$561K Buy
1,402
+15
+1% +$5.98K 0.03% 132
2021
Q1 		$516K Hold
1,387
– – 0.03% 134
2020
Q4 		$486K Hold
1,387
– – 0.03% 133
2020
Q3 		$432K Buy
+1,387
New +$426K 0.03% 129
2020
Q1 		– Sell
-694
Closed -$204K – 174
2019
Q4 		$204K Sell
694
-253
-27% -$66.2K 0.02% 170
2019
Q3 		$206K Sell
947
-406
-30% -$98K 0.02% 170
2019
Q2 		$330K Buy
1,353
+82
+6% +$19.7K 0.03% 143
2019
Q1 		$314K Sell
1,271
-251
-16% -$64K 0.03% 140
2018
Q4 		$379K Buy
1,522
+349
+30% +$92.2K 0.04% 126
2018
Q3 		$312K Buy
1,173
+92
+9% +$23.9K 0.02% 138
2018
Q2 		$265K Buy
+1,081
New +$260K 0.02% 148

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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

Northeast Investment Management's UNH Position: Q4 2024 in Review

Northeast Investment Management sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 415 shares — an estimated $243K sold.

Northeast Investment Management first reported a position in UNH in Q2 2018 and held it in 24 quarters. The position peaked at $6.14M in Q4 2022. 3,675 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Northeast Investment Management reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
  • Northeast Investment Management sold 415 UnitedHealth shares in Q4 2024, an estimated $243K.
  • Northeast Investment Management first reported a position in UnitedHealth in Q2 2018 and held it in 24 quarters.
  • Northeast Investment Management's UnitedHealth position peaked at $6.14M in Q4 2022.
  • 3,675 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Northeast Investment Management's 13F filing for Q4 2024, filed 28 Jan 2025.