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KLR Investment Advisors’s UnitedHealth UNH Stock Holding History

KLR Investment Advisors’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 		$270K Sell
549
-253
-32% -$129K 0.2% 150
2023
Q4 		$422K Buy
802
+198
+33% +$106K 0.31% 95
2023
Q3 		$285K Sell
604
-56
-8% -$27.6K 0.26% 130
2023
Q2 		$317K Buy
660
+56
+9% +$27.4K 0.26% 128
2023
Q1 		$285K Sell
604
-495
-45% -$239K 0.25% 135
2022
Q4 		$583K Buy
+1,099
New +$582K 0.48% 57

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

KLR Investment Advisors's UNH Position: Q1 2024 in Review

KLR Investment Advisors reduced its UnitedHealth (UNH) stake by 32% in Q1 2024, selling an estimated $129K and leaving 549 shares worth $270K. The position accounts for 0.2% of the portfolio, ranked #150.

KLR Investment Advisors first reported a position in UNH in Q4 2022 and has held it in 6 quarters since. The position peaked at $583K in Q4 2022. 3,374 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

  • KLR Investment Advisors held 549 shares of UnitedHealth worth $270K as of Q1 2024.
  • KLR Investment Advisors sold 253 UnitedHealth shares in Q1 2024, an estimated $129K.
  • UnitedHealth made up 0.2% of KLR Investment Advisors's portfolio in Q1 2024, its #150 holding.
  • KLR Investment Advisors first reported a position in UnitedHealth in Q4 2022 and has held it in 6 quarters since.
  • KLR Investment Advisors's UnitedHealth position peaked at $583K in Q4 2022.
  • 3,374 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.