CEDRUS’s UnitedHealth UNH Stock Holding History

CEDRUS’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	$677K	Buy	1,158 +10	+0.9%	+$5.66K	0.25%	81
2024 Q2	$585K	Sell	1,148 -11	-0.9%	-$5.39K	0.29%	66
2024 Q1	$573K	Sell	1,159 -111	-9%	-$56.4K	0.31%	65
2023 Q4	$669K	Sell	1,270 -1	-0.1%	-$533	0.41%	42
2023 Q3	$641K	Sell	1,271 -128	-9%	-$63K	0.46%	41
2023 Q2	$672K	Sell	1,399 -5	-0.4%	-$2.44K	0.47%	38
2023 Q1	$664K	Sell	1,404 -88	-6%	-$42.5K	0.47%	40
2022 Q4	$791K	Sell	1,492 -63	-4%	-$33.4K	0.64%	31
2022 Q3	$785K	Buy	1,555 +46	+3%	+$24.2K	0.74%	29
2022 Q2	$775K	Buy	1,509 +136	+10%	+$68.3K	0.76%	29
2022 Q1	$700K	Sell	1,373 -117	-8%	-$56.4K	0.63%	35
2021 Q4	$749K	Buy	+1,490	New	+$674K	0.72%	35

Other funds holding UNH

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

CEDRUS's UNH Position: Q3 2024 in Review

CEDRUS increased its UnitedHealth (UNH) stake by 0.87% in Q3 2024, buying an estimated $5.66K and bringing the position to 1,158 shares worth $677K. The position accounts for 0.25% of the portfolio, ranked #81.

CEDRUS first reported a position in UNH in Q4 2021 and has held it in 12 quarters since. The position peaked at $791K in Q4 2022. 3,468 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

CEDRUS held 1,158 shares of UnitedHealth worth $677K as of Q3 2024.
CEDRUS bought 10 UnitedHealth shares in Q3 2024, an estimated $5.66K.
UnitedHealth made up 0.25% of CEDRUS's portfolio in Q3 2024, its #81 holding.
CEDRUS first reported a position in UnitedHealth in Q4 2021 and has held it in 12 quarters since.
CEDRUS's UnitedHealth position peaked at $791K in Q4 2022.
3,468 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.