Caliber Wealth Management (Utah)’s UnitedHealth UNH Stock Holding History

Caliber Wealth Management (Utah)’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	$2.61M	Buy	5,275 +131	+3%	+$66.6K	1.39%	30
2023 Q4	$2.71M	Buy	5,144 +84	+2%	+$44.8K	1.59%	24
2023 Q3	$2.55M	Buy	5,060 +161	+3%	+$79.2K	1.72%	14
2023 Q2	$2.35M	Buy	4,899 +3	+0.1%	+$1.47K	1.58%	19
2023 Q1	$2.31M	Buy	4,896 +324	+7%	+$156K	1.73%	13
2022 Q4	$2.42M	Buy	4,572 +19	+0.4%	+$10.1K	1.85%	11
2022 Q3	$2.3M	Buy	4,553 +171	+4%	+$89.9K	1.82%	18
2022 Q2	$2.25M	Buy	4,382 +1,369	+45%	+$688K	1.75%	22
2022 Q1	$1.54M	Buy	3,013 +287	+11%	+$138K	0.98%	48
2021 Q4	$1.28M	Buy	+2,726	New	+$1.23M	0.88%	49
2021 Q1	–	Sell	-2,542	Closed	-$891K	–	77
2020 Q4	$891K	Buy	+2,542	New	+$852K	0.87%	49

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Caliber Wealth Management (Utah)'s UNH Position: Q1 2024 in Review

Caliber Wealth Management (Utah) increased its UnitedHealth (UNH) stake by 2.5% in Q1 2024, buying an estimated $66.6K and bringing the position to 5,275 shares worth $2.61M. The position accounts for 1.39% of the portfolio, ranked #30.

Caliber Wealth Management (Utah) first reported a position in UNH in Q4 2020 and has held it in 11 quarters since. The position peaked at $2.71M in Q4 2023. 3,374 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

Caliber Wealth Management (Utah) held 5,275 shares of UnitedHealth worth $2.61M as of Q1 2024.
Caliber Wealth Management (Utah) bought 131 UnitedHealth shares in Q1 2024, an estimated $66.6K.
UnitedHealth made up 1.39% of Caliber Wealth Management (Utah)'s portfolio in Q1 2024, its #30 holding.
Caliber Wealth Management (Utah) first reported a position in UnitedHealth in Q4 2020 and has held it in 11 quarters since.
Caliber Wealth Management (Utah)'s UnitedHealth position peaked at $2.71M in Q4 2023.
3,374 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2024, filed 25 Apr 2024.