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Cedar Capital’s UnitedHealth UNH Stock Holding History

Cedar Capital’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
2020
Q4 		– Sell
-19,219
Closed -$5.99M – 165
2020
Q3 		$5.99M Buy
19,219
+6,046
+46% +$1.86M 1.98% 6
2020
Q2 		$3.88M Buy
13,173
+299
+2% +$85.7K 1.49% 19
2020
Q1 		$3.21M Sell
12,874
-823
-6% -$226K 1.52% 21
2019
Q4 		$4.03M Buy
13,697
+2,460
+22% +$644K 1.85% 7
2019
Q3 		$2.44M Buy
11,237
+2,192
+24% +$529K 1.14% 21
2019
Q2 		$2.21M Sell
9,045
-503
-5% -$121K 0.94% 26
2019
Q1 		$2.36M Buy
9,548
+480
+5% +$122K 1.04% 20
2018
Q4 		$2.26M Sell
9,068
-1,987
-18% -$525K 1.14% 15
2018
Q3 		$2.94M Buy
11,055
+1,541
+16% +$401K 1.14% 17
2018
Q2 		$2.33M Buy
9,514
+2,407
+34% +$578K 1.03% 17
2018
Q1 		$1.52M Buy
7,107
+3,502
+97% +$800K 0.71% 24
2017
Q4 		$795K Buy
3,605
+400
+12% +$84.8K 0.38% 41
2017
Q3 		$628K Buy
3,205
+419
+15% +$80.9K 0.3% 36
2017
Q2 		$517K Buy
2,786
+433
+18% +$75.9K 0.23% 36
2017
Q1 		$386K Sell
2,353
-143
-6% -$23.4K 0.16% 49
2016
Q4 		$399K Sell
2,496
-608
-20% -$90.8K 0.16% 51
2016
Q3 		$435K Sell
3,104
-682
-18% -$95.5K 0.16% 49
2016
Q2 		$535K Sell
3,786
-143
-4% -$19.1K 0.18% 49
2016
Q1 		$506K Sell
3,929
-182
-4% -$21.5K 0.15% 48
2015
Q4 		$484K Buy
+4,111
New +$480K 0.11% 51

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cedar Capital's UNH Position: Q4 2020 in Review

Cedar Capital sold out of UnitedHealth (UNH) in Q4 2020, closing a stake of 19,219 shares — an estimated $5.99M sold.

Cedar Capital first reported a position in UNH in Q4 2015 and held it in 20 quarters. The position peaked at $5.99M in Q3 2020. 2,466 funds tracked by Wall St. Rank hold UNH as of Q4 2020.

  • Cedar Capital reported no remaining UnitedHealth position as of Q4 2020 after selling out during the quarter.
  • Cedar Capital sold 19,219 UnitedHealth shares in Q4 2020, an estimated $5.99M.
  • Cedar Capital first reported a position in UnitedHealth in Q4 2015 and held it in 20 quarters.
  • Cedar Capital's UnitedHealth position peaked at $5.99M in Q3 2020.
  • 2,466 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2020.

Based on Cedar Capital's 13F filing for Q4 2020, filed 5 Feb 2021.