CCP
UNH icon

Corient Capital Partners’s UnitedHealth UNH Stock Holding History

Corient Capital Partners’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
Q3 		$12.3M Hold
23,893
– – 0.92% 16
2022
Q2 		$12.3M Buy
23,893
+3,434
+17% +$1.72M 0.93% 17
2022
Q1 		$10.4M Buy
20,459
+501
+3% +$242K 0.69% 24
2021
Q4 		$10M Buy
19,958
+767
+4% +$347K 0.66% 28
2021
Q3 		$7.5M Buy
19,191
+1,102
+6% +$456K 0.55% 40
2021
Q2 		$7.24M Buy
18,089
+334
+2% +$133K 0.53% 47
2021
Q1 		$6.61M Buy
17,755
+831
+5% +$288K 0.57% 42
2020
Q4 		$5.93M Sell
16,924
-1,246
-7% -$418K 0.59% 41
2020
Q3 		$5.67M Sell
18,170
-2,302
-11% -$707K 0.65% 39
2020
Q2 		$6.04M Buy
20,472
+3,338
+19% +$956K 0.74% 32
2020
Q1 		$4.27M Buy
17,134
+5,681
+50% +$1.56M 0.67% 36
2019
Q4 		$3.37M Buy
11,453
+1,344
+13% +$352K 0.43% 58
2019
Q3 		$2.2M Buy
10,109
+439
+5% +$106K 0.31% 73
2019
Q2 		$2.36M Sell
9,670
-656
-6% -$158K 0.36% 65
2019
Q1 		$2.55M Buy
10,326
+2,674
+35% +$682K 0.41% 56
2018
Q4 		$1.91M Buy
7,652
+2,803
+58% +$740K 0.34% 83
2018
Q3 		$1.29M Hold
4,849
– – 0.21% 129
2018
Q2 		$1.19M Buy
4,849
+869
+22% +$209K 0.21% 136
2018
Q1 		$851K Sell
3,980
-415
-9% -$94.8K 0.16% 139
2017
Q4 		$969K Buy
4,395
+142
+3% +$30.1K 0.16% 136
2017
Q3 		$832K Buy
4,253
+25
+0.6% +$4.83K 0.16% 136
2017
Q2 		$784K Sell
4,228
-170
-4% -$29.8K 0.12% 160
2017
Q1 		$721K Sell
4,398
-196
-4% -$32.1K 0.11% 170
2016
Q4 		$735K Buy
4,594
+184
+4% +$27.5K 0.13% 163
2016
Q3 		$617K Buy
+4,410
New +$618K 0.11% 172

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Corient Capital Partners's UNH Position: Q3 2022 in Review

Corient Capital Partners held its UnitedHealth (UNH) position steady in Q3 2022 at 23,893 shares worth $12.3M. The position accounts for 0.92% of the portfolio, ranked #16.

Corient Capital Partners first reported a position in UNH in Q3 2016 and has held it in 25 quarters since. 2,993 funds tracked by Wall St. Rank hold UNH as of Q3 2022.

  • Corient Capital Partners held 23,893 shares of UnitedHealth worth $12.3M as of Q3 2022.
  • Corient Capital Partners left its UnitedHealth share count unchanged in Q3 2022.
  • UnitedHealth made up 0.92% of Corient Capital Partners's portfolio in Q3 2022, its #16 holding.
  • Corient Capital Partners first reported a position in UnitedHealth in Q3 2016 and has held it in 25 quarters since.
  • 2,993 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2022.

Based on Corient Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.