Pacific Global Investment Management’s UnitedHealth UNH Stock Holding History

Pacific Global 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	-560	Closed	-$327K	–	195
2024 Q3	$327K	Hold	560	–	–	0.06%	174
2024 Q2	$285K	Hold	560	–	–	0.05%	175
2024 Q1	$277K	Sell	560 -7	-1%	-$3.56K	0.05%	178
2023 Q4	$298K	Buy	567 +7	+1%	+$3.73K	0.06%	174
2023 Q3	$282K	Hold	560	–	–	0.06%	179
2023 Q2	$269K	Buy	560 +10	+2%	+$4.89K	0.06%	185
2023 Q1	$260K	Sell	550 -20	-4%	-$9.65K	0.06%	190
2022 Q4	$302K	Buy	570 +46	+9%	+$24.4K	0.07%	179
2022 Q3	$265K	Sell	524 -51	-9%	-$26.8K	0.06%	178
2022 Q2	$296K	Buy	575 +21	+4%	+$10.5K	0.07%	170
2022 Q1	$283K	Hold	554	–	–	0.06%	186
2021 Q4	$278K	Hold	554	–	–	0.05%	188
2021 Q3	$217K	Hold	554	–	–	0.04%	205
2021 Q2	$222K	Hold	554	–	–	0.04%	200
2021 Q1	$206K	Buy	+554	New	+$192K	0.04%	200

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Pacific Global Investment Management's UNH Position: Q4 2024 in Review

Pacific Global Investment Management sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 560 shares — an estimated $327K sold.

Pacific Global Investment Management first reported a position in UNH in Q1 2021 and held it in 15 quarters. The position peaked at $327K in Q3 2024. 3,675 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

Pacific Global Investment Management reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
Pacific Global Investment Management sold 560 UnitedHealth shares in Q4 2024, an estimated $327K.
Pacific Global Investment Management first reported a position in UnitedHealth in Q1 2021 and held it in 15 quarters.
Pacific Global Investment Management's UnitedHealth position peaked at $327K in Q3 2024.
3,675 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Pacific Global Investment Management's 13F filing for Q4 2024, filed 6 Feb 2025.