Cascade Investment Advisors’s UnitedHealth UNH Stock Holding History

Cascade 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
2023 Q2	–	Sell	-60	Closed	-$28.4K	–	216
2023 Q1	$28.4K	Buy	+60	New	+$29K	0.02%	169
2022 Q3	–	Sell	-60	Closed	-$30.8K	–	209
2022 Q2	$30.8K	Hold	60	–	–	0.02%	173
2022 Q1	$30.6K	Buy	60 +30	+100%	+$14.5K	0.02%	194
2021 Q4	$15.1K	Hold	30	–	–	0.01%	226
2021 Q3	$11.7K	Hold	30	–	–	0.01%	227
2021 Q2	$12K	Hold	30	–	–	0.01%	226
2021 Q1	$11.2K	Hold	30	–	–	0.01%	232
2020 Q4	$10.5K	Hold	30	–	–	0.01%	231
2020 Q3	$9.35K	Hold	30	–	–	0.01%	226
2020 Q2	$8.85K	Buy	+30	New	+$8.6K	0.01%	221
2017 Q1	–	Sell	-225	Closed	-$36K	–	210
2016 Q4	$36K	Buy	+225	New	+$33.6K	0.03%	120
2016 Q2	$31.8K	Buy	+225	New	+$30K	0.03%	115

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cascade Investment Advisors's UNH Position: Q2 2023 in Review

Cascade Investment Advisors sold out of UnitedHealth (UNH) in Q2 2023, closing a stake of 60 shares — an estimated $28.4K sold.

Cascade Investment Advisors first reported a position in UNH in Q2 2016 and held it in 12 quarters. The position peaked at $36K in Q4 2016. 3,128 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

Cascade Investment Advisors reported no remaining UnitedHealth position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 60 UnitedHealth shares in Q2 2023, an estimated $28.4K.
Cascade Investment Advisors first reported a position in UnitedHealth in Q2 2016 and held it in 12 quarters.
Cascade Investment Advisors's UnitedHealth position peaked at $36K in Q4 2016.
3,128 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.