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Clear Rock Advisors’s UnitedHealth UNH Stock Holding History

Clear Rock 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
2024
Q2 		$420K Hold
824
– – 0.18% 54
2024
Q1 		$408K Hold
824
– – 0.18% 54
2023
Q4 		$427K Buy
+824
New +$439K 0.19% 54

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clear Rock Advisors's UNH Position: Q2 2024 in Review

Clear Rock Advisors held its UnitedHealth (UNH) position steady in Q2 2024 at 824 shares worth $420K. The position accounts for 0.18% of the portfolio, ranked #54.

Clear Rock Advisors first reported a position in UNH in Q4 2023 and has held it in 3 quarters since. The position peaked at $427K in Q4 2023. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

  • Clear Rock Advisors held 824 shares of UnitedHealth worth $420K as of Q2 2024.
  • Clear Rock Advisors left its UnitedHealth share count unchanged in Q2 2024.
  • UnitedHealth made up 0.18% of Clear Rock Advisors's portfolio in Q2 2024, its #54 holding.
  • Clear Rock Advisors first reported a position in UnitedHealth in Q4 2023 and has held it in 3 quarters since.
  • Clear Rock Advisors's UnitedHealth position peaked at $427K in Q4 2023.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Clear Rock Advisors's 13F filing for Q2 2024, filed 3 Sep 2024.