Northwest Investment Counselors’s UnitedHealth UNH Stock Holding History

Northwest Investment Counselors’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 Q3	$224K	Buy	+383	New	+$217K	0.05%	145
2024 Q2	–	Sell	-378	Closed	-$187K	–	476
2024 Q1	$187K	Buy	+378	New	+$192K	0.05%	144
2023 Q4	–	Sell	-413	Closed	-$208K	–	508
2023 Q3	$208K	Buy	413 +20	+5%	+$9.84K	0.06%	149
2023 Q2	$189K	Hold	393	–	–	0.05%	150
2023 Q1	$186K	Hold	393	–	–	0.05%	157
2022 Q4	$208K	Hold	393	–	–	0.06%	153
2022 Q3	$198K	Sell	393 -22	-5%	-$11.6K	0.06%	144
2022 Q2	$213K	Hold	415	–	–	0.07%	140
2022 Q1	$212K	Buy	415 +23	+6%	+$11.1K	0.06%	143
2021 Q4	$197K	Buy	+392	New	+$177K	0.05%	145
2021 Q2	–	Sell	-398	Closed	-$148K	–	422
2021 Q1	$148K	Buy	+398	New	+$138K	0.04%	148
2020 Q4	–	Sell	-397	Closed	-$124K	–	414
2020 Q3	$124K	Buy	+397	New	+$122K	0.04%	144
2019 Q4	–	Sell	-352	Closed	-$77K	–	473
2019 Q3	$77K	Buy	+352	New	+$84.9K	0.03%	189
2017 Q4	–	Sell	-34	Closed	-$7K	–	299
2017 Q3	$7K	Hold	34	–	–	﹤0.01%	312
2017 Q2	$6K	Buy	+34	New	+$5.96K	﹤0.01%	283

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Northwest Investment Counselors's UNH Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in UnitedHealth (UNH) in Q3 2024: 383 shares worth $224K. The stake represents 0.05% of the portfolio and ranks #145 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in UNH as recently as Q1 2024.

Northwest Investment Counselors first reported a position in UNH in Q2 2017 and has held it in 15 quarters since. 3,466 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

Northwest Investment Counselors held 383 shares of UnitedHealth worth $224K as of Q3 2024.
UnitedHealth was a new Northwest Investment Counselors position in Q3 2024.
UnitedHealth made up 0.05% of Northwest Investment Counselors's portfolio in Q3 2024, its #145 holding.
Northwest Investment Counselors first reported a position in UnitedHealth in Q2 2017 and has held it in 15 quarters since.
3,466 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.