Cadence Capital Management’s UnitedHealth UNH Stock Holding History

Cadence Capital 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
2020 Q3	–	Sell	-1,032	Closed	-$304K	–	391
2020 Q2	$304K	Buy	1,032 +145	+16%	+$41.5K	0.04%	349
2020 Q1	$221K	Sell	887 -52	-6%	-$14.3K	0.04%	391
2019 Q4	$276K	Sell	939 -33	-3%	-$8.63K	0.03%	379
2019 Q3	$211K	Sell	972 -1,133	-54%	-$273K	0.03%	387
2019 Q2	$514K	Sell	2,105 -145	-6%	-$34.9K	0.05%	322
2019 Q1	$556K	Sell	2,250 -102	-4%	-$26K	0.05%	332
2018 Q4	$586K	Sell	2,352 -9,368	-80%	-$2.47M	0.06%	325
2018 Q3	$3.12M	Sell	11,720 -511	-4%	-$133K	0.17%	154
2018 Q2	$3M	Buy	12,231 +134	+1%	+$32.2K	0.18%	131
2018 Q1	$2.59M	Sell	12,097 -1,358	-10%	-$310K	0.17%	134
2017 Q4	$2.97M	Buy	13,455 +123	+0.9%	+$26.1K	0.19%	114
2017 Q3	$2.61M	Buy	13,332 +4,855	+57%	+$938K	0.16%	134
2017 Q2	$1.57M	Buy	8,477 +2,523	+42%	+$442K	0.11%	228
2017 Q1	$977K	Sell	5,954 -3,755	-39%	-$615K	0.07%	366
2016 Q4	$1.55M	Buy	9,709 +1,287	+15%	+$192K	0.11%	233
2016 Q3	$1.18M	Buy	8,422 +1,490	+21%	+$209K	0.09%	271
2016 Q2	$979K	Buy	6,932 +62	+0.9%	+$8.27K	0.07%	293
2016 Q1	$886K	Buy	+6,870	New	+$813K	0.06%	327

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

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

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

Cadence Capital Management's UNH Position: Q3 2020 in Review

Cadence Capital Management sold out of UnitedHealth (UNH) in Q3 2020, closing a stake of 1,032 shares — an estimated $304K sold.

Cadence Capital Management first reported a position in UNH in Q1 2016 and held it in 18 quarters. The position peaked at $3.12M in Q3 2018. 2,238 funds tracked by Wall St. Rank hold UNH as of Q3 2020.

Cadence Capital Management reported no remaining UnitedHealth position as of Q3 2020 after selling out during the quarter.
Cadence Capital Management sold 1,032 UnitedHealth shares in Q3 2020, an estimated $304K.
Cadence Capital Management first reported a position in UnitedHealth in Q1 2016 and held it in 18 quarters.
Cadence Capital Management's UnitedHealth position peaked at $3.12M in Q3 2018.
2,238 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2020.

Based on Cadence Capital Management's 13F filing for Q3 2020, filed 16 Oct 2020.