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HighTower Trust’s UnitedHealth UNH Stock Holding History

HighTower Trust’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
Q1 		$15.8M Buy
34,426
+146
+0.4% +$70.5K 1.55% 8
2022
Q4 		$18.1M Sell
34,280
-756
-2% -$400K 1.75% 6
2022
Q3 		$17.7M Buy
+35,036
New +$18.4M 1.95% 6
2022
Q2 		– Sell
-33,958
Closed -$17.3M – 314
2022
Q1 		$17.3M Buy
33,958
+67
+0.2% +$32.3K 1.65% 10
2021
Q4 		$17M Buy
33,891
+430
+1% +$195K 1.66% 11
2021
Q3 		$13.1M Buy
33,461
+88
+0.3% +$36.4K 1.61% 12
2021
Q2 		$13.4M Buy
33,373
+22
+0.1% +$8.77K 1.63% 12
2021
Q1 		$12.4M Buy
33,351
+246
+0.7% +$85.2K 1.66% 12
2020
Q4 		$11.6M Sell
33,105
-60
-0.2% -$20.1K 1.66% 12
2020
Q3 		$10.3M Buy
33,165
+918
+3% +$282K 1.63% 14
2020
Q2 		$9.51M Buy
32,247
+4,506
+16% +$1.29M 1.45% 15
2020
Q1 		$6.92M Buy
27,741
+554
+2% +$152K 1.2% 19
2019
Q4 		$7.99M Buy
27,187
+650
+2% +$170K 0.99% 24
2019
Q3 		$5.77M Buy
26,537
+1,942
+8% +$469K 0.73% 29
2019
Q2 		$6M Buy
+24,595
New +$5.92M 0.76% 26

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

HighTower Trust's UNH Position: Q1 2023 in Review

HighTower Trust increased its UnitedHealth (UNH) stake by 0.43% in Q1 2023, buying an estimated $70.5K and bringing the position to 34,426 shares worth $15.8M. The position accounts for 1.55% of the portfolio, ranked #8.

HighTower Trust first reported a position in UNH in Q2 2019 and has held it in 15 quarters since. The position peaked at $18.1M in Q4 2022. 3,109 funds tracked by Wall St. Rank hold UNH as of Q1 2023.

  • HighTower Trust held 34,426 shares of UnitedHealth worth $15.8M as of Q1 2023.
  • HighTower Trust bought 146 UnitedHealth shares in Q1 2023, an estimated $70.5K.
  • UnitedHealth made up 1.55% of HighTower Trust's portfolio in Q1 2023, its #8 holding.
  • HighTower Trust first reported a position in UnitedHealth in Q2 2019 and has held it in 15 quarters since.
  • HighTower Trust's UnitedHealth position peaked at $18.1M in Q4 2022.
  • 3,109 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2023.

Based on HighTower Trust's 13F filing for Q1 2023, filed 21 Apr 2023.