CBFP
UNH icon

Cedar Brook Financial Partners’s UnitedHealth UNH Stock Holding History

Cedar Brook Financial 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
2024
Q3 		– Sell
-427
Closed -$217K – 27
2024
Q2 		$217K Sell
427
-2,768
-87% -$1.36M 1.64% 22
2024
Q1 		$1.58M Sell
3,195
-141
-4% -$71.7K 0.31% 77
2023
Q4 		$1.8M Buy
3,336
+312
+10% +$166K 0.4% 58
2023
Q3 		$1.52M Sell
3,024
-162
-5% -$79.7K 0.4% 64
2023
Q2 		$1.53M Sell
3,186
-23
-0.7% -$11.2K 0.36% 70
2023
Q1 		$1.52M Buy
3,209
+11
+0.3% +$5.31K 0.39% 64
2022
Q4 		$1.7M Buy
3,198
+148
+5% +$78.4K 0.48% 51
2022
Q3 		$1.54M Buy
3,050
+106
+4% +$55.7K 0.5% 48
2022
Q2 		$1.51M Buy
2,944
+90
+3% +$45.2K 0.47% 53
2022
Q1 		$1.46M Sell
2,854
-5
-0.2% -$2.41K 0.38% 67
2021
Q4 		$1.44M Buy
2,859
+114
+4% +$51.6K 0.37% 67
2021
Q3 		$1.07M Sell
2,745
-29
-1% -$12K 0.32% 81
2021
Q2 		$1.11M Buy
2,774
+139
+5% +$55.4K 0.32% 84
2021
Q1 		$980K Sell
2,635
-339
-11% -$117K 0.34% 74
2020
Q4 		$1.04M Buy
2,974
+23
+0.8% +$7.71K 0.37% 72
2020
Q3 		$920K Buy
2,951
+5
+0.2% +$1.54K 0.36% 74
2020
Q2 		$869K Hold
2,946
– – 0.39% 70
2020
Q1 		$735K Buy
2,946
+205
+7% +$56.4K 0.41% 73
2019
Q4 		$806K Buy
2,741
+64
+2% +$16.7K 0.34% 82
2019
Q3 		$582K Buy
2,677
+96
+4% +$23.2K 0.26% 121
2019
Q2 		$630K Buy
2,581
+214
+9% +$51.5K 0.29% 111
2019
Q1 		$585K Buy
2,367
+78
+3% +$19.9K 0.28% 111
2018
Q4 		$570K Buy
+2,289
New +$605K 0.35% 93

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cedar Brook Financial Partners's UNH Position: Q3 2024 in Review

Cedar Brook Financial Partners sold out of UnitedHealth (UNH) in Q3 2024, closing a stake of 427 shares — an estimated $217K sold.

Cedar Brook Financial Partners first reported a position in UNH in Q4 2018 and held it in 23 quarters. The position peaked at $1.8M in Q4 2023. 3,465 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • Cedar Brook Financial Partners reported no remaining UnitedHealth position as of Q3 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 427 UnitedHealth shares in Q3 2024, an estimated $217K.
  • Cedar Brook Financial Partners first reported a position in UnitedHealth in Q4 2018 and held it in 23 quarters.
  • Cedar Brook Financial Partners's UnitedHealth position peaked at $1.8M in Q4 2023.
  • 3,465 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q3 2024, filed 21 Oct 2024.