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Curi Wealth Management’s UnitedHealth UNH Stock Holding History

Curi Wealth 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
2024
Q1 		– Sell
-23,498
Closed -$12.4M – 142
2023
Q4 		$12.4M Sell
23,498
-2,486
-10% -$1.33M 1.71% 17
2023
Q3 		$13.1M Sell
25,984
-1,926
-7% -$948K 2.01% 13
2023
Q2 		$13.4M Sell
27,910
-1,584
-5% -$775K 1.81% 15
2023
Q1 		$13.9M Sell
29,494
-3,915
-12% -$1.89M 2% 15
2022
Q4 		$17.7M Sell
33,409
-1,391
-4% -$737K 2.48% 9
2022
Q3 		$17.6M Sell
34,800
-3,656
-10% -$1.92M 2.91% 5
2022
Q2 		$19.8M Buy
38,456
+480
+1% +$241K 3.8% 3
2022
Q1 		$19.4M Sell
37,976
-2,712
-7% -$1.31M 3.35% 3
2021
Q4 		$20.4M Buy
40,688
+39,462
+3,219% +$17.9M 3.53% 5
2021
Q3 		$479K Buy
1,226
+6
+0.5% +$2.48K 0.22% 43
2021
Q2 		$488K Buy
1,220
+1
+0.1% +$399 0.24% 44
2021
Q1 		$453K Buy
1,219
+120
+11% +$41.6K 0.29% 41
2020
Q4 		$385K Buy
+1,099
New +$368K 0.28% 45

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

Curi Wealth Management's UNH Position: Q1 2024 in Review

Curi Wealth Management sold out of UnitedHealth (UNH) in Q1 2024, closing a stake of 23,498 shares — an estimated $12.4M sold.

Curi Wealth Management first reported a position in UNH in Q4 2020 and held it in 13 quarters. The position peaked at $20.4M in Q4 2021. 3,375 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

  • Curi Wealth Management reported no remaining UnitedHealth position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 23,498 UnitedHealth shares in Q1 2024, an estimated $12.4M.
  • Curi Wealth Management first reported a position in UnitedHealth in Q4 2020 and held it in 13 quarters.
  • Curi Wealth Management's UnitedHealth position peaked at $20.4M in Q4 2021.
  • 3,375 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.