Cascadia Advisory Services’s UnitedHealth UNH Stock Holding History

Cascadia Advisory Services’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	$3.35M	Buy	8,563 +82	+1%	+$34K	0.68%	37
2021 Q2	$3.4M	Sell	8,481 -105	-1%	-$41.9K	0.73%	31
2021 Q1	$3.19M	Buy	+8,586	New	+$2.98M	0.71%	36
2020 Q3	$2.58M	Sell	8,263 -341	-4%	-$105K	0.72%	30
2020 Q2	$2.54M	Buy	+8,604	New	+$2.47M	0.78%	21
2019 Q4	$2.37M	Buy	+8,052	New	+$2.11M	0.67%	29

Other funds holding UNH

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

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

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cascadia Advisory Services's UNH Position: Q3 2021 in Review

Cascadia Advisory Services increased its UnitedHealth (UNH) stake by 0.97% in Q3 2021, buying an estimated $34K and bringing the position to 8,563 shares worth $3.35M. The position accounts for 0.68% of the portfolio, ranked #37.

Cascadia Advisory Services first reported a position in UNH in Q4 2019 and has held it in 6 quarters since. The position peaked at $3.4M in Q2 2021. 2,565 funds tracked by Wall St. Rank hold UNH as of Q3 2021.

Cascadia Advisory Services held 8,563 shares of UnitedHealth worth $3.35M as of Q3 2021.
Cascadia Advisory Services bought 82 UnitedHealth shares in Q3 2021, an estimated $34K.
UnitedHealth made up 0.68% of Cascadia Advisory Services's portfolio in Q3 2021, its #37 holding.
Cascadia Advisory Services first reported a position in UnitedHealth in Q4 2019 and has held it in 6 quarters since.
Cascadia Advisory Services's UnitedHealth position peaked at $3.4M in Q2 2021.
2,565 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.