Cannell & Co’s UnitedHealth UNH Stock Holding History

Cannell & Co’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 Q4	$1.16M	Buy	2,205 +45	+2%	+$24K	0.04%	164
2023 Q3	$1.09M	Buy	2,160 +380	+21%	+$187K	0.04%	158
2023 Q2	$856K	Hold	1,780	–	–	0.03%	177
2023 Q1	$841K	Hold	1,780	–	–	0.03%	178
2022 Q4	$944K	Buy	1,780 +477	+37%	+$253K	0.03%	171
2022 Q3	$658K	Sell	1,303 -225	-15%	-$118K	0.03%	189
2022 Q2	$785K	Sell	1,528 -25	-2%	-$12.6K	0.03%	181
2022 Q1	$792K	Sell	1,553 -910	-37%	-$439K	0.02%	194
2021 Q4	$1.24M	Buy	2,463 +700	+40%	+$317K	0.04%	170
2021 Q3	$689K	Sell	1,763 -2,605	-60%	-$1.08M	0.02%	202
2021 Q2	$1.75M	Sell	4,368 -455	-9%	-$181K	0.05%	155
2021 Q1	$1.79M	Buy	4,823 +1,160	+32%	+$402K	0.06%	150
2020 Q4	$1.28M	Sell	3,663 -700	-16%	-$235K	0.04%	156
2020 Q3	$1.36M	Sell	4,363 -189	-4%	-$58.1K	0.05%	133
2020 Q2	$1.34M	Buy	+4,552	New	+$1.3M	0.05%	131

Other funds holding UNH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cannell & Co's UNH Position: Q4 2023 in Review

Cannell & Co increased its UnitedHealth (UNH) stake by 2.1% in Q4 2023, buying an estimated $24K and bringing the position to 2,205 shares worth $1.16M. The position accounts for 0.04% of the portfolio, ranked #164.

Cannell & Co first reported a position in UNH in Q2 2020 and has held it in 15 quarters since. The position peaked at $1.79M in Q1 2021. 3,417 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

Cannell & Co held 2,205 shares of UnitedHealth worth $1.16M as of Q4 2023.
Cannell & Co bought 45 UnitedHealth shares in Q4 2023, an estimated $24K.
UnitedHealth made up 0.04% of Cannell & Co's portfolio in Q4 2023, its #164 holding.
Cannell & Co first reported a position in UnitedHealth in Q2 2020 and has held it in 15 quarters since.
Cannell & Co's UnitedHealth position peaked at $1.79M in Q1 2021.
3,417 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on Cannell & Co's 13F filing for Q4 2023, filed 5 Feb 2024.