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Stewart & Patten Company’s UnitedHealth UNH Stock Holding History

Stewart & Patten Company’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
Q1 		$18.8M Buy
38,054
+594
+2% +$302K 2.81% 16
2023
Q4 		$19.7M Sell
37,460
-528
-1% -$282K 3.08% 14
2023
Q3 		$19.2M Buy
37,988
+37
+0.1% +$18.2K 3.33% 11
2023
Q2 		$18.2M Sell
37,951
-12
-0% -$5.87K 2.98% 17
2023
Q1 		$17.9M Buy
37,963
+652
+2% +$315K 3.04% 17
2022
Q4 		$19.8M Sell
37,311
-647
-2% -$343K 3.44% 13
2022
Q3 		$19.2M Sell
37,958
-814
-2% -$428K 3.69% 11
2022
Q2 		$19.9M Sell
38,772
-649
-2% -$326K 3.64% 11
2022
Q1 		$20.1M Sell
39,421
-505
-1% -$244K 3.23% 14
2021
Q4 		$20M Buy
39,926
+98
+0.2% +$44.4K 2.99% 15
2021
Q3 		$15.6M Buy
39,828
+503
+1% +$208K 2.54% 19
2021
Q2 		$15.7M Buy
39,325
+142
+0.4% +$56.6K 2.51% 19
2021
Q1 		$14.6M Sell
39,183
-521
-1% -$181K 2.37% 21
2020
Q4 		$13.9M Buy
39,704
+192
+0.5% +$64.4K 2.34% 20
2020
Q3 		$12.3M Sell
39,512
-148
-0.4% -$45.5K 2.22% 21
2020
Q2 		$11.7M Buy
39,660
+103
+0.3% +$29.5K 2.22% 19
2020
Q1 		$9.87M Buy
39,557
+241
+0.6% +$66.3K 2.15% 21
2019
Q4 		$11.6M Buy
39,316
+583
+2% +$153K 1.95% 24
2019
Q3 		$8.42M Buy
38,733
+1,794
+5% +$433K 1.47% 26
2019
Q2 		$9.01M Buy
36,939
+4,213
+13% +$1.01M 1.62% 27
2019
Q1 		$8.09M Buy
32,726
+3,811
+13% +$972K 1.48% 29
2018
Q4 		$7.2M Buy
28,915
+5,635
+24% +$1.49M 1.48% 28
2018
Q3 		$6.19M Buy
23,280
+3,341
+17% +$869K 1.13% 33
2018
Q2 		$4.89M Buy
19,939
+7,670
+63% +$1.84M 0.93% 32
2018
Q1 		$2.63M Buy
12,269
+6,497
+113% +$1.48M 0.51% 33
2017
Q4 		$1.27M Buy
5,772
+2,952
+105% +$626K 0.23% 44
2017
Q3 		$552K Hold
2,820
– – 0.1% 66
2017
Q2 		$523K Sell
2,820
-105
-4% -$18.4K 0.1% 69
2017
Q1 		$480K Buy
+2,925
New +$479K 0.09% 70

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stewart & Patten Company's UNH Position: Q1 2024 in Review

Stewart & Patten Company increased its UnitedHealth (UNH) stake by 1.6% in Q1 2024, buying an estimated $302K and bringing the position to 38,054 shares worth $18.8M. The position accounts for 2.81% of the portfolio, ranked #16.

Stewart & Patten Company first reported a position in UNH in Q1 2017 and has held it in 29 quarters since. The position peaked at $20.1M in Q1 2022. 3,381 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

  • Stewart & Patten Company held 38,054 shares of UnitedHealth worth $18.8M as of Q1 2024.
  • Stewart & Patten Company bought 594 UnitedHealth shares in Q1 2024, an estimated $302K.
  • UnitedHealth made up 2.81% of Stewart & Patten Company's portfolio in Q1 2024, its #16 holding.
  • Stewart & Patten Company first reported a position in UnitedHealth in Q1 2017 and has held it in 29 quarters since.
  • Stewart & Patten Company's UnitedHealth position peaked at $20.1M in Q1 2022.
  • 3,381 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Stewart & Patten Company's 13F filing for Q1 2024, filed 18 Apr 2024.