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CLA (CliftonLarsonAllen) Wealth Advisors’s UnitedHealth UNH Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2021
Q4 		– Sell
-1,753
Closed -$685K – 287
2021
Q3 		$685K Buy
1,753
+8
+0.5% +$3.31K 0.03% 184
2021
Q2 		$699K Buy
+1,745
New +$696K 0.03% 187
2015
Q3 		– Sell
-4,070
Closed -$497K – 154
2015
Q2 		$497K Buy
+4,070
New +$481K 0.1% 109

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's UNH Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of UnitedHealth (UNH) in Q4 2021, closing a stake of 1,753 shares — an estimated $685K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in UNH in Q2 2015 and held it in 3 quarters. The position peaked at $699K in Q2 2021. 2,902 funds tracked by Wall St. Rank hold UNH as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining UnitedHealth position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 1,753 UnitedHealth shares in Q4 2021, an estimated $685K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in UnitedHealth in Q2 2015 and held it in 3 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's UnitedHealth position peaked at $699K in Q2 2021.
  • 2,902 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.