Cadence Bank NA’s UnitedHealth UNH Stock Holding History

Cadence Bank NA’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
2022 Q3	–	Sell	-2,650	Closed	-$1.36M	–	183
2022 Q2	$1.36M	Buy	2,650 +22	+0.8%	+$11K	0.44%	64
2022 Q1	$1.34M	Buy	2,628 +376	+17%	+$181K	0.37%	67
2021 Q4	$1.13M	Sell	2,252 -209	-8%	-$94.6K	0.31%	78
2021 Q3	$962K	Sell	2,461 -69	-3%	-$28.6K	0.29%	87
2021 Q2	$1.01M	Sell	2,530 -145	-5%	-$57.8K	0.3%	83
2021 Q1	$996K	Sell	2,675 -8	-0.3%	-$2.77K	0.31%	84
2020 Q4	$941K	Hold	2,683	–	–	0.33%	82
2020 Q3	$836K	Sell	2,683 -98	-4%	-$30.1K	0.33%	78
2020 Q2	$821K	Hold	2,781	–	–	0.35%	76
2020 Q1	$693K	Buy	2,781 +10	+0.4%	+$2.75K	0.35%	73
2019 Q4	$814K	Sell	2,771 -190	-6%	-$49.7K	0.3%	95
2019 Q3	$644K	Sell	2,961 -285	-9%	-$68.8K	0.25%	103
2019 Q2	$792K	Sell	3,246 -190	-6%	-$45.7K	0.31%	93
2019 Q1	$849K	Sell	3,436 -70	-2%	-$17.9K	0.33%	92
2018 Q4	$873K	Sell	3,506 -321	-8%	-$84.8K	0.39%	75
2018 Q3	$1.02M	Sell	3,827 -103	-3%	-$26.8K	0.39%	78
2018 Q2	$964K	Sell	3,930 -82	-2%	-$19.7K	0.39%	74
2018 Q1	$858K	Hold	4,012	–	–	0.34%	82
2017 Q4	$885K	Sell	4,012 -79	-2%	-$16.7K	0.32%	86
2017 Q3	$802K	Sell	4,091 -12	-0.3%	-$2.32K	0.3%	91
2017 Q2	$761K	Buy	4,103 +155	+4%	+$27.2K	0.35%	72
2017 Q1	$648K	Sell	3,948 -625	-14%	-$102K	0.3%	71
2016 Q4	$731K	Buy	4,573 +503	+12%	+$75.1K	0.34%	68
2016 Q3	$570K	Sell	4,070 -190	-4%	-$26.6K	0.26%	70
2016 Q2	$602K	Sell	4,260 -59	-1%	-$7.87K	0.3%	70
2016 Q1	$557K	Buy	4,319 +184	+4%	+$21.8K	0.29%	75
2015 Q4	$486K	Hold	4,135	–	–	0.26%	79
2015 Q3	$480K	Hold	4,135	–	–	0.28%	78
2015 Q2	$505K	Buy	4,135 +377	+10%	+$44.6K	0.33%	59
2015 Q1	$445K	Buy	3,758 +260	+7%	+$28.9K	0.25%	84
2014 Q4	$354K	Hold	3,498	–	–	0.19%	104
2014 Q3	$301K	Buy	3,498 +341	+11%	+$28.8K	0.16%	119
2014 Q2	$258K	Hold	3,157	–	–	0.14%	128
2014 Q1	$259K	Sell	3,157 -175	-5%	-$13.2K	0.15%	110
2013 Q4	$251K	Buy	+3,332	New	+$239K	0.14%	132

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cadence Bank NA's UNH Position: Q3 2022 in Review

Cadence Bank NA sold out of UnitedHealth (UNH) in Q3 2022, closing a stake of 2,650 shares — an estimated $1.36M sold.

Cadence Bank NA first reported a position in UNH in Q4 2013 and held it in 35 quarters. The position peaked at $1.36M in Q2 2022. 2,993 funds tracked by Wall St. Rank hold UNH as of Q3 2022.

Cadence Bank NA reported no remaining UnitedHealth position as of Q3 2022 after selling out during the quarter.
Cadence Bank NA sold 2,650 UnitedHealth shares in Q3 2022, an estimated $1.36M.
Cadence Bank NA first reported a position in UnitedHealth in Q4 2013 and held it in 35 quarters.
Cadence Bank NA's UnitedHealth position peaked at $1.36M in Q2 2022.
2,993 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2022.

Based on Cadence Bank NA's 13F filing for Q3 2022, filed 27 Oct 2022.