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Pine Haven Investment Counsel’s UnitedHealth UNH Stock Holding History

Pine Haven Investment Counsel’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
-380
Closed -$222K – 114
2024
Q3 		$222K Buy
+380
New +$215K 0.18% 105
2024
Q1 		– Sell
-380
Closed -$200K – 109
2023
Q4 		$200K Buy
+380
New +$203K 0.19% 103
2023
Q1 		– Sell
-385
Closed -$204K – 102
2022
Q4 		$204K Buy
+385
New +$204K 0.22% 99

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

Pine Haven Investment Counsel's UNH Position: Q4 2024 in Review

Pine Haven Investment Counsel sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 380 shares — an estimated $222K sold.

Pine Haven Investment Counsel first reported a position in UNH in Q4 2022 and held it in 3 quarters. The position peaked at $222K in Q3 2024. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Pine Haven Investment Counsel reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
  • Pine Haven Investment Counsel sold 380 UnitedHealth shares in Q4 2024, an estimated $222K.
  • Pine Haven Investment Counsel first reported a position in UnitedHealth in Q4 2022 and held it in 3 quarters.
  • Pine Haven Investment Counsel's UnitedHealth position peaked at $222K in Q3 2024.
  • 3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Pine Haven Investment Counsel's 13F filing for Q4 2024, filed 16 Jan 2025.