Claraphi Advisory Network’s UnitedHealth UNH Stock Holding History

Claraphi Advisory Network’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
2022 Q4	$2.67M	Buy	5,028 +2,130	+73%	+$1.13M	1.06%	23
2022 Q3	$1.46M	Sell	2,898 -4,061	-58%	-$2.14M	0.79%	25
2022 Q2	$3.57M	Buy	6,959 +508	+8%	+$255K	1.26%	11
2022 Q1	$3.29M	Buy	6,451 +3,720	+136%	+$1.79M	0.95%	16
2021 Q4	$1.37M	Sell	2,731 -359	-12%	-$163K	0.48%	46
2021 Q3	$1.21M	Sell	3,090 -203	-6%	-$84.1K	0.43%	47
2021 Q2	$1.32M	Sell	3,293 -50	-1%	-$19.9K	0.4%	44
2021 Q1	$1.24M	Buy	3,343 +394	+13%	+$137K	0.34%	60
2020 Q4	$1.03M	Sell	2,949 -4	-0.1%	-$1.34K	0.28%	67
2020 Q3	$921K	Sell	2,953 -118	-4%	-$36.2K	0.33%	52
2020 Q2	$906K	Buy	3,071 +44	+1%	+$12.6K	0.39%	50
2020 Q1	$755K	Sell	3,027 -600	-17%	-$165K	0.36%	49
2019 Q4	$1.07M	Sell	3,627 -290	-7%	-$75.9K	0.65%	28
2019 Q3	$852K	Buy	3,917 +40	+1%	+$9.65K	0.52%	39
2019 Q2	$946K	Buy	3,877 +328	+9%	+$78.9K	0.55%	41
2019 Q1	$877K	Sell	3,549 -1,674	-32%	-$427K	0.55%	35
2018 Q4	$1.3M	Sell	5,223 -445	-8%	-$118K	0.99%	21
2018 Q3	$1.51M	Sell	5,668 -425	-7%	-$111K	0.84%	22
2018 Q2	$1.5M	Sell	6,093 -408	-6%	-$98K	0.96%	19
2018 Q1	$1.39M	Buy	6,501 +652	+11%	+$149K	0.99%	18
2017 Q4	$1.29M	Buy	+5,849	New	+$1.24M	1%	17

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Claraphi Advisory Network's UNH Position: Q4 2022 in Review

Claraphi Advisory Network increased its UnitedHealth (UNH) stake by 73% in Q4 2022, buying an estimated $1.13M and bringing the position to 5,028 shares worth $2.67M. The position accounts for 1.06% of the portfolio, ranked #23.

Claraphi Advisory Network first reported a position in UNH in Q4 2017 and has held it in 21 quarters since. The position peaked at $3.57M in Q2 2022. 3,156 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

Claraphi Advisory Network held 5,028 shares of UnitedHealth worth $2.67M as of Q4 2022.
Claraphi Advisory Network bought 2,130 UnitedHealth shares in Q4 2022, an estimated $1.13M.
UnitedHealth made up 1.06% of Claraphi Advisory Network's portfolio in Q4 2022, its #23 holding.
Claraphi Advisory Network first reported a position in UnitedHealth in Q4 2017 and has held it in 21 quarters since.
Claraphi Advisory Network's UnitedHealth position peaked at $3.57M in Q2 2022.
3,156 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.