AIA
UNH icon

Alera Investment Advisors’s UnitedHealth UNH Stock Holding History

Alera Investment 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 		$1.92M Buy
3,287
+338
+11% +$191K 0.23% 53
2024
Q2 		$1.5M Sell
2,949
-446
-13% -$219K 0.18% 61
2024
Q1 		$1.68M Buy
3,395
+46
+1% +$23.4K 0.23% 34
2023
Q4 		$1.76M Buy
3,349
+16
+0.5% +$8.53K 0.23% 33
2023
Q3 		$1.68M Sell
3,333
-15
-0.4% -$7.38K 0.28% 24
2023
Q2 		$1.61M Buy
3,348
+152
+5% +$74.3K 0.35% 27
2023
Q1 		$1.51M Sell
3,196
-238
-7% -$115K 0.35% 28
2022
Q4 		$1.82M Buy
3,434
+22
+0.6% +$11.7K 0.43% 27
2022
Q3 		$1.72M Buy
3,412
+550
+19% +$289K 0.49% 23
2022
Q2 		$1.47M Buy
2,862
+1,253
+78% +$629K 0.41% 29
2022
Q1 		$821K Buy
1,609
+1,113
+224% +$537K 0.19% 74
2021
Q4 		$249K Buy
+496
New +$225K 0.07% 89
2019
Q4 		– Sell
-1,397
Closed -$304K – 78
2019
Q3 		$304K Sell
1,397
-292
-17% -$70.5K 0.15% 55
2019
Q2 		$412K Buy
1,689
+45
+3% +$10.8K 0.21% 43
2019
Q1 		$406K Sell
1,644
-355
-18% -$90.5K 0.2% 44
2018
Q4 		$498K Buy
+1,999
New +$528K 0.3% 44

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

Alera Investment Advisors's UNH Position: Q3 2024 in Review

Alera Investment Advisors increased its UnitedHealth (UNH) stake by 11% in Q3 2024, buying an estimated $191K and bringing the position to 3,287 shares worth $1.92M. The position accounts for 0.23% of the portfolio, ranked #53.

Alera Investment Advisors first reported a position in UNH in Q4 2018 and has held it in 16 quarters since. 3,465 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • Alera Investment Advisors held 3,287 shares of UnitedHealth worth $1.92M as of Q3 2024.
  • Alera Investment Advisors bought 338 UnitedHealth shares in Q3 2024, an estimated $191K.
  • UnitedHealth made up 0.23% of Alera Investment Advisors's portfolio in Q3 2024, its #53 holding.
  • Alera Investment Advisors first reported a position in UnitedHealth in Q4 2018 and has held it in 16 quarters since.
  • 3,465 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.