Clearview Wealth Advisors’s UnitedHealth UNH Stock Holding History

Clearview 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
2023 Q3	–	Sell	-198	Closed	-$95K	–	606
2023 Q2	$95K	Buy	198 +2	+1%	+$978	0.1%	145
2023 Q1	$93K	Hold	196	–	–	0.09%	151
2022 Q4	$104K	Buy	196 +8	+4%	+$4.24K	0.08%	116
2022 Q3	$95K	Hold	188	–	–	0.08%	121
2022 Q2	$97K	Buy	188 +1	+0.5%	+$502	0.07%	128
2022 Q1	$96K	Sell	187 -37	-17%	-$17.8K	0.06%	138
2021 Q4	$113K	Hold	224	–	–	0.07%	143
2021 Q3	$88K	Buy	224 +1	+0.4%	+$414	0.06%	176
2021 Q2	$90K	Hold	223	–	–	0.06%	175
2021 Q1	$83K	Buy	223 +1	+0.5%	+$347	0.05%	182
2020 Q4	$78K	Buy	+222	New	+$74.4K	0.05%	158

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Clearview Wealth Advisors's UNH Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of UnitedHealth (UNH) in Q3 2023, closing a stake of 198 shares — an estimated $95K sold.

Clearview Wealth Advisors first reported a position in UNH in Q4 2020 and held it in 11 quarters. The position peaked at $113K in Q4 2021. 3,137 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

Clearview Wealth Advisors reported no remaining UnitedHealth position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 198 UnitedHealth shares in Q3 2023, an estimated $95K.
Clearview Wealth Advisors first reported a position in UnitedHealth in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's UnitedHealth position peaked at $113K in Q4 2021.
3,137 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.