TJHA
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Thomas J. Herzfeld Advisors’s UnitedHealth UNH Stock Holding History

Thomas J. Herzfeld Advisors’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 		– Sell
-3
Closed -$1.53K – 240
2024
Q2 		$1.53K Buy
+3
New +$1.47K ﹤0.01% 218
2023
Q2 		– Sell
-195
Closed -$92.2K – 349
2023
Q1 		$92.2K Hold
195
– – 0.04% 91
2022
Q4 		$103K Sell
195
-30
-13% -$15.9K 0.04% 92
2022
Q3 		$114K Hold
225
– – 0.05% 86
2022
Q2 		$116K Hold
225
– – 0.05% 94
2022
Q1 		$115K Hold
225
– – 0.04% 101
2021
Q4 		$113K Hold
225
– – 0.04% 114
2021
Q3 		$88K Hold
225
– – 0.04% 112
2021
Q2 		$90K Hold
225
– – 0.04% 122
2021
Q1 		$84K Hold
225
– – 0.04% 130
2020
Q4 		$79K Hold
225
– – 0.04% 130
2020
Q3 		$69K Hold
225
– – 0.05% 86
2020
Q2 		$68K Sell
225
-36
-14% -$10.3K 0.03% 126
2020
Q1 		$65K Sell
261
-4
-2% -$1.1K 0.03% 120
2019
Q4 		$78K Buy
265
+8
+3% +$2.09K 0.03% 123
2019
Q3 		$56K Hold
257
– – 0.02% 144
2019
Q2 		$63K Buy
257
+214
+498% +$51.5K 0.02% 151
2019
Q1 		$11K Hold
43
– – ﹤0.01% 237
2018
Q4 		$11K Hold
43
– – ﹤0.01% 224
2018
Q3 		$11K Hold
43
– – ﹤0.01% 217
2018
Q2 		$11K Hold
43
– – ﹤0.01% 237
2018
Q1 		$9K Sell
43
-7
-14% -$1.6K ﹤0.01% 267
2017
Q4 		$11K Sell
50
-697
-93% -$148K ﹤0.01% 254
2017
Q3 		$146K Buy
747
+2
+0.3% +$386 0.06% 118
2017
Q2 		$138K Sell
745
-190
-20% -$33.3K 0.06% 123
2017
Q1 		$153K Buy
935
+241
+35% +$39.5K 0.07% 130
2016
Q4 		$111K Buy
694
+2
+0.3% +$299 0.05% 149
2016
Q3 		$97K Buy
692
+3
+0.4% +$420 0.05% 143
2016
Q2 		$97K Buy
+689
New +$91.9K 0.05% 159

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
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
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

Thomas J. Herzfeld Advisors's UNH Position: Q3 2024 in Review

Thomas J. Herzfeld Advisors sold out of UnitedHealth (UNH) in Q3 2024, closing a stake of 3 shares — an estimated $1.53K sold.

Thomas J. Herzfeld Advisors first reported a position in UNH in Q2 2016 and held it in 29 quarters. The position peaked at $153K in Q1 2017. 3,465 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • Thomas J. Herzfeld Advisors reported no remaining UnitedHealth position as of Q3 2024 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 3 UnitedHealth shares in Q3 2024, an estimated $1.53K.
  • Thomas J. Herzfeld Advisors first reported a position in UnitedHealth in Q2 2016 and held it in 29 quarters.
  • Thomas J. Herzfeld Advisors's UnitedHealth position peaked at $153K in Q1 2017.
  • 3,465 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.