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Pathstone Family Office’s UnitedHealth UNH Stock Holding History

Pathstone Family Office’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
2019
Q3 		– Sell
-213
Closed -$1K – 708
2019
Q2 		$1K Buy
+213
New +$51.2K ﹤0.01% 621

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Family Office's UNH Position: Q3 2023 in Review

Pathstone Family Office increased its UnitedHealth (UNH) stake by 76% in Q3 2023, buying an estimated $13.3M and bringing the position to 62,932 shares worth $32.2M. The position accounts for 0.25% of the portfolio, ranked #69.

Pathstone Family Office first reported a position in UNH in Q3 2014 and has held it in 31 quarters since. The position peaked at $221M in Q4 2022. 3,137 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

  • Pathstone Family Office held 62,932 shares of UnitedHealth worth $32.2M as of Q3 2023.
  • Pathstone Family Office bought 27,083 UnitedHealth shares in Q3 2023, an estimated $13.3M.
  • UnitedHealth made up 0.25% of Pathstone Family Office's portfolio in Q3 2023, its #69 holding.
  • Pathstone Family Office first reported a position in UnitedHealth in Q3 2014 and has held it in 31 quarters since.
  • Pathstone Family Office's UnitedHealth position peaked at $221M in Q4 2022.
  • 3,137 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.