Cipher Capital’s UnitedHealth UNH Stock Holding History

Cipher 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
2024 Q1	$425K	Buy	860 +239	+38%	+$122K	0.2%	193
2023 Q4	$327K	Sell	621 -1,167	-65%	-$622K	0.11%	303
2023 Q3	$901K	Buy	+1,788	New	+$880K	0.64%	38
2022 Q4	–	Sell	-6,156	Closed	-$3.11M	–	656
2022 Q3	$3.11M	Buy	+6,156	New	+$3.24M	0.5%	59
2020 Q4	–	Sell	-5,321	Closed	-$1.66M	–	644
2020 Q3	$1.66M	Buy	+5,321	New	+$1.63M	0.22%	144
2019 Q1	–	Sell	-16,190	Closed	-$4.03M	–	684
2018 Q4	$4.03M	Buy	16,190 +3,129	+24%	+$827K	0.57%	37
2018 Q3	$3.48M	Buy	+13,061	New	+$3.4M	0.65%	30
2018 Q2	–	Sell	-14,806	Closed	-$3.17M	–	661
2018 Q1	$3.17M	Buy	+14,806	New	+$3.38M	0.38%	68
2017 Q2	–	Sell	-20,446	Closed	-$3.35M	–	694
2017 Q1	$3.35M	Buy	20,446 +4,145	+25%	+$679K	0.25%	146
2016 Q4	$2.61M	Buy	+16,301	New	+$2.43M	0.17%	227
2016 Q3	–	Sell	-20,759	Closed	-$2.93M	–	769
2016 Q2	$2.93M	Buy	+20,759	New	+$2.77M	0.21%	166
2015 Q3	–	Sell	-25,587	Closed	-$3.12M	–	629
2015 Q2	$3.12M	Sell	25,587 -2,168	-8%	-$256K	0.43%	63
2015 Q1	$3.28M	Buy	+27,755	New	+$3.08M	0.54%	34

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Cipher Capital's UNH Position: Q1 2024 in Review

Cipher Capital increased its UnitedHealth (UNH) stake by 38% in Q1 2024, buying an estimated $122K and bringing the position to 860 shares worth $425K. The position accounts for 0.2% of the portfolio, ranked #193.

Cipher Capital first reported a position in UNH in Q1 2015 and has held it in 13 quarters since. The position peaked at $4.03M in Q4 2018. 3,374 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

Cipher Capital held 860 shares of UnitedHealth worth $425K as of Q1 2024.
Cipher Capital bought 239 UnitedHealth shares in Q1 2024, an estimated $122K.
UnitedHealth made up 0.2% of Cipher Capital's portfolio in Q1 2024, its #193 holding.
Cipher Capital first reported a position in UnitedHealth in Q1 2015 and has held it in 13 quarters since.
Cipher Capital's UnitedHealth position peaked at $4.03M in Q4 2018.
3,374 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Cipher Capital's 13F filing for Q1 2024, filed 15 May 2024.