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HTLF Bank’s UnitedHealth UNH Stock Holding History

HTLF Bank’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
Q4 		$720K Sell
1,423
-830
-37% -$472K 0.08% 100
2024
Q3 		$1.32M Sell
2,253
-85
-4% -$48.1K 0.14% 78
2024
Q2 		$1.19M Buy
2,338
+11
+0.5% +$5.39K 0.14% 81
2024
Q1 		$1.15M Sell
2,327
-108
-4% -$54.9K 0.13% 84
2023
Q4 		$1.28M Buy
+2,435
New +$1.3M 0.15% 78

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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

HTLF Bank's UNH Position: Q4 2024 in Review

HTLF Bank reduced its UnitedHealth (UNH) stake by 37% in Q4 2024, selling an estimated $472K and leaving 1,423 shares worth $720K. The position accounts for 0.08% of the portfolio, ranked #100.

HTLF Bank first reported a position in UNH in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.32M in Q3 2024. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • HTLF Bank held 1,423 shares of UnitedHealth worth $720K as of Q4 2024.
  • HTLF Bank sold 830 UnitedHealth shares in Q4 2024, an estimated $472K.
  • UnitedHealth made up 0.08% of HTLF Bank's portfolio in Q4 2024, its #100 holding.
  • HTLF Bank first reported a position in UnitedHealth in Q4 2023 and has held it in 5 quarters since.
  • HTLF Bank's UnitedHealth position peaked at $1.32M in Q3 2024.
  • 3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on HTLF Bank's 13F filing for Q4 2024, filed 28 Jan 2025.