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CIBC Bank USA’s UnitedHealth UNH Stock Holding History

CIBC Bank USA’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
2019
Q4 		$2.65M Buy
9,025
+127
+1% +$33.2K 0.35% 44
2019
Q3 		$1.93M Buy
8,898
+285
+3% +$68.8K 0.27% 53
2019
Q2 		$2.1M Buy
8,613
+641
+8% +$154K 0.29% 52
2019
Q1 		$1.97M Buy
7,972
+259
+3% +$66.1K 0.28% 53
2018
Q4 		$1.92M Sell
7,713
-400
-5% -$106K 0.31% 48
2018
Q3 		$2.16M Buy
8,113
+519
+7% +$135K 0.29% 49
2018
Q2 		$1.86M Sell
7,594
-2,406
-24% -$578K 0.26% 52
2018
Q1 		$2.14M Sell
10,000
-132
-1% -$30.1K 0.29% 45
2017
Q4 		$2.23M Sell
10,132
-140
-1% -$29.7K 0.28% 46
2017
Q3 		$2.01M Sell
10,272
-280
-3% -$54.1K 0.26% 50
2017
Q2 		$1.96M Buy
10,552
+692
+7% +$121K 0.26% 48
2017
Q1 		$1.62M Buy
9,860
+770
+8% +$126K 0.22% 58
2016
Q4 		$1.46M Sell
9,090
-1,126
-11% -$168K 0.21% 63
2016
Q3 		$1.43M Sell
10,216
-2,647
-21% -$371K 0.22% 69
2016
Q2 		$1.82M Buy
12,863
+479
+4% +$63.9K 0.28% 53
2016
Q1 		$1.6M Sell
12,384
-2,535
-17% -$300K 0.28% 52
2015
Q4 		$1.76M Buy
14,919
+189
+1% +$22.1K 0.31% 53
2015
Q3 		$1.71M Buy
14,730
+2,477
+20% +$296K 0.31% 51
2015
Q2 		$1.5M Sell
12,253
-2,724
-18% -$322K 0.25% 63
2015
Q1 		$1.77M Buy
14,977
+420
+3% +$46.6K 0.31% 50
2014
Q4 		$1.47M Buy
14,557
+2,160
+17% +$205K 0.26% 65
2014
Q3 		$1.07M Sell
12,397
-175
-1% -$14.8K 0.21% 83
2014
Q2 		$1.03M Sell
12,572
-4,233
-25% -$333K 0.19% 88
2014
Q1 		$1.38M Buy
16,805
+3,305
+24% +$249K 0.29% 65
2013
Q4 		$1.02M Sell
13,500
-2,205
-14% -$158K 0.23% 97
2013
Q3 		$1.13M Sell
15,705
-55,555
-78% -$3.98M 0.27% 81
2013
Q2 		$4.67M Buy
+71,260
New +$4.43M 0.27% 68

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIBC Bank USA's UNH Position: Q4 2019 in Review

CIBC Bank USA increased its UnitedHealth (UNH) stake by 1.4% in Q4 2019, buying an estimated $33.2K and bringing the position to 9,025 shares worth $2.65M. The position accounts for 0.35% of the portfolio, ranked #44.

CIBC Bank USA first reported a position in UNH in Q2 2013 and has held it in 27 quarters since. The position peaked at $4.67M in Q2 2013. 2,161 funds tracked by Wall St. Rank hold UNH as of Q4 2019.

  • CIBC Bank USA held 9,025 shares of UnitedHealth worth $2.65M as of Q4 2019.
  • CIBC Bank USA bought 127 UnitedHealth shares in Q4 2019, an estimated $33.2K.
  • UnitedHealth made up 0.35% of CIBC Bank USA's portfolio in Q4 2019, its #44 holding.
  • CIBC Bank USA first reported a position in UnitedHealth in Q2 2013 and has held it in 27 quarters since.
  • CIBC Bank USA's UnitedHealth position peaked at $4.67M in Q2 2013.
  • 2,161 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2019.

Based on CIBC Bank USA's 13F filing for Q4 2019, filed 29 Jan 2020.