Cerity Partners OCIO’s UnitedHealth UNH Stock Holding History

Cerity Partners OCIO’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
2022 Q4	$3.1M	Buy	5,848 +1,015	+21%	+$538K	0.1%	126
2022 Q3	$2.44M	Buy	4,833 +178	+4%	+$93.6K	0.09%	135
2022 Q2	$2.39M	Buy	4,655 +1,209	+35%	+$607K	0.08%	127
2022 Q1	$1.76M	Sell	3,446 -2,068	-38%	-$997K	0.05%	163
2021 Q4	$2.77M	Buy	5,514 +12	+0.2%	+$5.43K	0.08%	114
2021 Q3	$2.15M	Buy	5,502 +445	+9%	+$184K	0.07%	120
2021 Q2	$2.02M	Buy	5,057 +712	+16%	+$284K	0.07%	121
2021 Q1	$1.62M	Sell	4,345 -52	-1%	-$18K	0.06%	130
2020 Q4	$1.54M	Buy	4,397 +40	+0.9%	+$13.4K	0.06%	134
2020 Q3	$1.36M	Buy	4,357 +212	+5%	+$65.1K	0.06%	132
2020 Q2	$1.22M	Buy	4,145 +188	+5%	+$53.9K	0.06%	140
2020 Q1	$987K	Buy	3,957 +393	+11%	+$108K	0.06%	130
2019 Q4	$1.03M	Buy	3,564 +2,088	+141%	+$546K	0.05%	145
2019 Q3	$321K	Buy	1,476 +588	+66%	+$142K	0.02%	252
2019 Q2	$217K	Buy	+888	New	+$214K	0.01%	299
2018 Q4	–	Sell	-783	Closed	-$208K	–	326
2018 Q3	$208K	Buy	+783	New	+$204K	0.01%	276

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Cerity Partners OCIO's UNH Position: Q4 2022 in Review

Cerity Partners OCIO increased its UnitedHealth (UNH) stake by 21% in Q4 2022, buying an estimated $538K and bringing the position to 5,848 shares worth $3.1M. The position accounts for 0.1% of the portfolio, ranked #126.

Cerity Partners OCIO first reported a position in UNH in Q3 2018 and has held it in 16 quarters since. 3,156 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

Cerity Partners OCIO held 5,848 shares of UnitedHealth worth $3.1M as of Q4 2022.
Cerity Partners OCIO bought 1,015 UnitedHealth shares in Q4 2022, an estimated $538K.
UnitedHealth made up 0.1% of Cerity Partners OCIO's portfolio in Q4 2022, its #126 holding.
Cerity Partners OCIO first reported a position in UnitedHealth in Q3 2018 and has held it in 16 quarters since.
3,156 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on Cerity Partners OCIO's 13F filing for Q4 2022, filed 2 Feb 2023.