Claret Asset Management’s UnitedHealth UNH Stock Holding History

Claret Asset Management’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
2023 Q1	–	Sell	-408	Closed	-$216K	–	159
2022 Q4	$216K	Buy	408 +9	+2%	+$4.77K	0.05%	127
2022 Q3	$202K	Sell	399 -10	-2%	-$5.26K	0.05%	128
2022 Q2	$210K	Sell	409 -115	-22%	-$57.8K	0.05%	129
2022 Q1	$267K	Buy	524 +58	+12%	+$28K	0.05%	127
2021 Q4	$234K	Buy	+466	New	+$211K	0.04%	139
2020 Q1	–	Sell	-745	Closed	-$219K	–	199
2019 Q4	$219K	Sell	745 -226	-23%	-$59.1K	0.04%	176
2019 Q3	$211K	Buy	+971	New	+$234K	0.04%	175

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

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

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

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

Claret Asset Management's UNH Position: Q1 2023 in Review

Claret Asset Management sold out of UnitedHealth (UNH) in Q1 2023, closing a stake of 408 shares — an estimated $216K sold.

Claret Asset Management first reported a position in UNH in Q3 2019 and held it in 7 quarters. The position peaked at $267K in Q1 2022. 3,109 funds tracked by Wall St. Rank hold UNH as of Q1 2023.

Claret Asset Management reported no remaining UnitedHealth position as of Q1 2023 after selling out during the quarter.
Claret Asset Management sold 408 UnitedHealth shares in Q1 2023, an estimated $216K.
Claret Asset Management first reported a position in UnitedHealth in Q3 2019 and held it in 7 quarters.
Claret Asset Management's UnitedHealth position peaked at $267K in Q1 2022.
3,109 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2023.

Based on Claret Asset Management's 13F filing for Q1 2023, filed 18 Apr 2023.