Cardan Capital Partners’s UnitedHealth UNH Stock Holding History

Cardan Capital Partners’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
2021 Q3	$325K	Hold	833	–	–	0.04%	193
2021 Q2	$334K	Buy	833 +100	+14%	+$39.9K	0.04%	196
2021 Q1	$273K	Hold	733	–	–	0.03%	194
2020 Q4	$257K	Hold	733	–	–	0.03%	193
2020 Q3	$229K	Hold	733	–	–	0.03%	210
2020 Q2	$216K	Buy	+733	New	+$210K	0.03%	214
2019 Q4	–	Sell	-1,132	Closed	-$246K	–	191
2019 Q3	$246K	Buy	+1,132	New	+$273K	0.04%	174

Other funds holding UNH

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

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

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

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

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

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

Cardan Capital Partners's UNH Position: Q3 2021 in Review

Cardan Capital Partners held its UnitedHealth (UNH) position steady in Q3 2021 at 833 shares worth $325K. The position accounts for 0.04% of the portfolio, ranked #193.

Cardan Capital Partners first reported a position in UNH in Q3 2019 and has held it in 7 quarters since. The position peaked at $334K in Q2 2021. 2,564 funds tracked by Wall St. Rank hold UNH as of Q3 2021.

Cardan Capital Partners held 833 shares of UnitedHealth worth $325K as of Q3 2021.
Cardan Capital Partners left its UnitedHealth share count unchanged in Q3 2021.
UnitedHealth made up 0.04% of Cardan Capital Partners's portfolio in Q3 2021, its #193 holding.
Cardan Capital Partners first reported a position in UnitedHealth in Q3 2019 and has held it in 7 quarters since.
Cardan Capital Partners's UnitedHealth position peaked at $334K in Q2 2021.
2,564 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.