Clio Asset Management’s UnitedHealth UNH Stock Holding History

Clio 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 Q3	–	Sell	-12,038	Closed	-$5.79M	–	13
2023 Q2	$5.79M	Buy	+12,038	New	+$5.89M	5.36%	10

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

Clio Asset Management's UNH Position: Q3 2023 in Review

Clio Asset Management sold out of UnitedHealth (UNH) in Q3 2023, closing a stake of 12,038 shares — an estimated $5.79M sold.

Clio Asset Management first reported a position in UNH in Q2 2023 and held it in 1 quarter. The position peaked at $5.79M in Q2 2023. 3,138 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

Clio Asset Management reported no remaining UnitedHealth position as of Q3 2023 after selling out during the quarter.
Clio Asset Management sold 12,038 UnitedHealth shares in Q3 2023, an estimated $5.79M.
Clio Asset Management first reported a position in UnitedHealth in Q2 2023 and held it in 1 quarter.
Clio Asset Management's UnitedHealth position peaked at $5.79M in Q2 2023.
3,138 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Clio Asset Management's 13F filing for Q3 2023, filed 6 Nov 2023.