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CIC Wealth’s UnitedHealth UNH Stock Holding History

CIC Wealth’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 		$2.5M Sell
4,274
-133
-3% -$75.2K 0.65% 34
2024
Q2 		$2.24M Buy
4,407
+186
+4% +$91.2K 0.62% 38
2024
Q1 		$2.09M Buy
4,221
+198
+5% +$101K 0.61% 44
2023
Q4 		$2.12M Sell
4,023
-727
-15% -$388K 0.67% 35
2023
Q3 		$2.39M Buy
4,750
+1,432
+43% +$705K 0.86% 31
2023
Q2 		$1.59M Buy
3,318
+684
+26% +$334K 0.55% 44
2023
Q1 		$1.25M Buy
2,634
+5
+0.2% +$2.41K 0.47% 52
2022
Q4 		$1.39M Buy
+2,629
New +$1.39M 0.58% 50

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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

CIC Wealth's UNH Position: Q3 2024 in Review

CIC Wealth reduced its UnitedHealth (UNH) stake by 3% in Q3 2024, selling an estimated $75.2K and leaving 4,274 shares worth $2.5M. The position accounts for 0.65% of the portfolio, ranked #34.

CIC Wealth first reported a position in UNH in Q4 2022 and has held it in 8 quarters since. 3,471 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • CIC Wealth held 4,274 shares of UnitedHealth worth $2.5M as of Q3 2024.
  • CIC Wealth sold 133 UnitedHealth shares in Q3 2024, an estimated $75.2K.
  • UnitedHealth made up 0.65% of CIC Wealth's portfolio in Q3 2024, its #34 holding.
  • CIC Wealth first reported a position in UnitedHealth in Q4 2022 and has held it in 8 quarters since.
  • 3,471 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.