CNA Financial’s UnitedHealth UNH Stock Holding History

CNA Financial’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
2023 Q3	–	Sell	-21,500	Closed	-$10.3M	–	19
2023 Q2	$10.3M	Buy	+21,500	New	+$10.5M	6.21%	9
2020 Q2	–	Sell	-50,000	Closed	-$12.5M	–	209
2020 Q1	$12.5M	Buy	+50,000	New	+$13.8M	5.25%	1
2019 Q3	–	Sell	-33,000	Closed	-$8.05M	–	185
2019 Q2	$8.05M	Buy	33,000 +16,500	+100%	+$3.97M	1.67%	10
2019 Q1	$4.08M	Buy	+16,500	New	+$4.21M	0.87%	33

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

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

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

CNA Financial's UNH Position: Q3 2023 in Review

CNA Financial sold out of UnitedHealth (UNH) in Q3 2023, closing a stake of 21,500 shares — an estimated $10.3M sold.

CNA Financial first reported a position in UNH in Q1 2019 and held it in 4 quarters. The position peaked at $12.5M in Q1 2020. 3,138 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

CNA Financial reported no remaining UnitedHealth position as of Q3 2023 after selling out during the quarter.
CNA Financial sold 21,500 UnitedHealth shares in Q3 2023, an estimated $10.3M.
CNA Financial first reported a position in UnitedHealth in Q1 2019 and held it in 4 quarters.
CNA Financial's UnitedHealth position peaked at $12.5M in Q1 2020.
3,138 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on CNA Financial's 13F filing for Q3 2023, filed 13 Nov 2023.