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Comerica Securities’s UnitedHealth UNH Stock Holding History

Comerica Securities’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 		$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
2015
Q4 		– Sell
-3,223
Closed -$374K – 209
2015
Q3 		$374K Buy
3,223
+266
+9% +$31.8K 0.22% 100
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

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 30 quarters since. The position peaked at $16.4M in Q4 2021. 3,137 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 30 quarters since.
  • Comerica Securities's UnitedHealth position peaked at $16.4M in Q4 2021.
  • 3,137 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.