Comerica Securities’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $12.7M | Sell |
25,258
-577
| -2% | -$284K | 1.06% | 16 |
|
|
2023
Q2 | $12.4M | Sell |
25,835
-625
| -2% | -$306K | 0.86% | 25 |
|
|
2023
Q1 | $12.5M | Sell |
26,460
-487
| -2% | -$235K | 0.91% | 24 |
|
|
2022
Q4 | $14.3M | Sell |
26,947
-415
| -2% | -$220K | 1.02% | 16 |
|
|
2022
Q3 | $13.8M | Sell |
27,362
-1,370
| -5% | -$720K | 1.14% | 17 |
|
|
2022
Q2 | $14.8M | Sell |
28,732
-3,360
| -10% | -$1.69M | 1.12% | 17 |
|
|
2022
Q1 | $16.4M | Sell |
32,092
-515
| -2% | -$248K | 1.1% | 18 |
|
|
2021
Q4 | $16.4M | Buy |
32,607
+167
| +0.5% | +$75.6K | 1.05% | 20 |
|
|
2021
Q3 | $12.7M | Buy |
32,440
+718
| +2% | +$297K | 0.9% | 24 |
|
|
2021
Q2 | $12.7M | Sell |
31,722
-1,705
| -5% | -$680K | 0.96% | 23 |
|
|
2021
Q1 | $12.4M | Sell |
33,427
-1,209
| -3% | -$419K | 0.95% | 24 |
|
|
2020
Q4 | $12.1M | Sell |
34,636
-750
| -2% | -$251K | 0.97% | 23 |
|
|
2020
Q3 | $11M | Sell |
35,386
-1,561
| -4% | -$479K | 0.99% | 21 |
|
|
2020
Q2 | $10.9M | Buy |
36,947
+295
| +0.8% | +$84.5K | 1.03% | 20 |
|
|
2020
Q1 | $9.14M | Sell |
36,652
-105
| -0.3% | -$28.9K | 1.03% | 22 |
|
|
2019
Q4 | $10.8M | Sell |
36,757
-324
| -0.9% | -$84.8K | 1.03% | 17 |
|
|
2019
Q3 | $8.06M | Buy |
37,081
+1,519
| +4% | +$367K | 0.83% | 24 |
|
|
2019
Q2 | $8.68M | Buy |
35,562
+3,230
| +10% | +$777K | 0.92% | 15 |
|
|
2019
Q1 | $7.99M | Buy |
32,332
+20,396
| +171% | +$5.2M | 0.9% | 15 |
|
|
2018
Q4 | $2.97M | Buy |
11,936
+462
| +4% | +$122K | 0.39% | 65 |
|
|
2018
Q3 | $3.05M | Sell |
11,474
-2,265
| -16% | -$589K | 0.36% | 82 |
|
|
2018
Q2 | $3.37M | Buy |
13,739
+480
| +4% | +$115K | 0.41% | 66 |
|
|
2018
Q1 | $2.84M | Sell |
13,259
-4,940
| -27% | -$1.13M | 0.36% | 82 |
|
|
2017
Q4 | $4.01M | Sell |
18,199
-187
| -1% | -$39.6K | 0.51% | 47 |
|
|
2017
Q3 | $3.6M | Sell |
18,386
-323
| -2% | -$62.4K | 0.5% | 48 |
|
|
2017
Q2 | $3.47M | Sell |
18,709
-84
| -0.4% | -$14.7K | 0.52% | 45 |
|
|
2017
Q1 | $3.08M | Buy |
+18,793
| New | +$3.08M | 0.49% | 49 |
|
|
2016
Q4 | – | Sell |
-10,017
| Closed | -$1.4M | – | 417 |
|
|
2016
Q3 | $1.4M | Buy |
10,017
+1,009
| +11% | +$141K | 0.27% | 103 |
|
|
2016
Q2 | $1.27M | Buy |
9,008
+110
| +1% | +$14.7K | 0.27% | 102 |
|
|
2016
Q1 | $1.15M | Buy |
8,898
+840
| +10% | +$99.4K | 0.27% | 101 |
|
|
2015
Q4 | $948K | Buy |
8,058
+4,835
| +150% | +$565K | 0.24% | 114 |
|
|
2015
Q3 | $374K | Buy |
3,223
+266
| +9% | +$31.8K | 0.1% | 203 |
|
|
2015
Q2 | $361K | Buy |
2,957
+1,070
| +57% | +$127K | 0.09% | 226 |
|
|
2015
Q1 | $223K | Buy |
+1,887
| New | +$210K | 0.06% | 276 |
|
Other funds holding UNH
Comerica Securities's UNH Position: Q3 2023 in Review
Comerica Securities reduced its UnitedHealth (UNH) stake by 2.2% in Q3 2023, selling an estimated $284K and leaving 25,258 shares worth $12.7M. The position accounts for 1.06% of the portfolio, ranked #16.
Comerica Securities first reported a position in UNH in Q1 2015 and has held it in 34 quarters since. The position peaked at $16.4M in Q4 2021. 3,138 funds tracked by Wall St. Rank hold UNH as of Q3 2023.
- Comerica Securities held 25,258 shares of UnitedHealth worth $12.7M as of Q3 2023.
- Comerica Securities sold 577 UnitedHealth shares in Q3 2023, an estimated $284K.
- UnitedHealth made up 1.06% of Comerica Securities's portfolio in Q3 2023, its #16 holding.
- Comerica Securities first reported a position in UnitedHealth in Q1 2015 and has held it in 34 quarters since.
- Comerica Securities's UnitedHealth position peaked at $16.4M in Q4 2021.
- 3,138 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.
Based on Comerica Securities's 13F filing for Q3 2023, filed 26 Oct 2023.