Cavalier Investments’s UnitedHealth UNH Stock Holding History

Cavalier Investments’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 Q1	–	Sell	-1,479	Closed	-$784K	–	99
2022 Q4	$784K	Sell	1,479 -84	-5%	-$44.5K	0.28%	53
2022 Q3	$789K	Sell	1,563 -504	-24%	-$265K	0.29%	50
2022 Q2	$1.06M	Sell	2,067 -941	-31%	-$473K	0.37%	48
2022 Q1	$1.53M	Sell	3,008 -636	-17%	-$307K	0.4%	53
2021 Q4	$1.83M	Sell	3,644 -193	-5%	-$87.4K	0.48%	59
2021 Q3	$1.5M	Buy	3,837 +161	+4%	+$66.7K	0.47%	80
2021 Q2	$1.47M	Hold	3,676	–	–	0.53%	74
2021 Q1	$1.37M	Hold	3,676	–	–	0.6%	71
2020 Q4	$1.29M	Buy	3,676 +919	+33%	+$308K	0.59%	65
2020 Q3	$860K	Sell	2,757 -1,602	-37%	-$492K	0.58%	50
2020 Q2	$1.29M	Buy	+4,359	New	+$1.25M	0.74%	37

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

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

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

Cavalier Investments's UNH Position: Q1 2023 in Review

Cavalier Investments sold out of UnitedHealth (UNH) in Q1 2023, closing a stake of 1,479 shares — an estimated $784K sold.

Cavalier Investments first reported a position in UNH in Q2 2020 and held it in 11 quarters. The position peaked at $1.83M in Q4 2021. 3,110 funds tracked by Wall St. Rank hold UNH as of Q1 2023.

Cavalier Investments reported no remaining UnitedHealth position as of Q1 2023 after selling out during the quarter.
Cavalier Investments sold 1,479 UnitedHealth shares in Q1 2023, an estimated $784K.
Cavalier Investments first reported a position in UnitedHealth in Q2 2020 and held it in 11 quarters.
Cavalier Investments's UnitedHealth position peaked at $1.83M in Q4 2021.
3,110 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2023.

Based on Cavalier Investments's 13F filing for Q1 2023, filed 10 May 2023.