Cowen Prime Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $248K | Hold |
517
| – | – | 0.09% | 77 |
|
|
2023
Q1 | $254K | Buy |
517
+17
| +3% | +$8.2K | 0.1% | 78 |
|
|
2022
Q4 | $265K | Hold |
500
| – | – | 0.11% | 74 |
|
|
2022
Q3 | $253K | Hold |
500
| – | – | 0.15% | 67 |
|
|
2022
Q2 | $257K | Hold |
500
| – | – | 0.15% | 67 |
|
|
2022
Q1 | $255K | Hold |
500
| – | – | 0.11% | 80 |
|
|
2021
Q4 | $251K | Hold |
500
| – | – | 0.09% | 75 |
|
|
2021
Q3 | $195K | Hold |
500
| – | – | 0.07% | 82 |
|
|
2021
Q2 | $200K | Hold |
500
| – | – | 0.07% | 78 |
|
|
2021
Q1 | $186K | Hold |
500
| – | – | 0.07% | 80 |
|
|
2020
Q4 | $175K | Hold |
500
| – | – | 0.08% | 74 |
|
|
2020
Q3 | $156K | Hold |
500
| – | – | 0.08% | 77 |
|
|
2020
Q2 | $257K | Hold |
500
| – | – | 0.15% | 67 |
|
|
2020
Q1 | $125K | Hold |
500
| – | – | 0.08% | 81 |
|
|
2019
Q4 | $147K | Hold |
500
| – | – | 0.07% | 80 |
|
|
2019
Q3 | $109K | Hold |
500
| – | – | 0.06% | 87 |
|
|
2019
Q2 | $122K | Hold |
500
| – | – | 0.06% | 86 |
|
|
2019
Q1 | $124K | Hold |
500
| – | – | 0.06% | 82 |
|
|
2018
Q4 | $125K | Hold |
500
| – | – | 0.08% | 82 |
|
|
2018
Q3 | $133K | Hold |
500
| – | – | 0.06% | 98 |
|
|
2018
Q2 | $123K | Hold |
500
| – | – | 0.06% | 96 |
|
|
2018
Q1 | $107K | Hold |
500
| – | – | 0.06% | 102 |
|
|
2017
Q4 | $110K | Hold |
500
| – | – | 0.05% | 111 |
|
|
2017
Q3 | $98K | Hold |
500
| – | – | 0.05% | 105 |
|
|
2017
Q2 | $93K | Hold |
500
| – | – | 0.04% | 110 |
|
|
2017
Q1 | $82K | Hold |
500
| – | – | 0.04% | 114 |
|
|
2016
Q4 | $80K | Sell |
500
-2
| -0.4% | -$299 | 0.04% | 110 |
|
|
2016
Q3 | $70K | Hold |
502
| – | – | 0.03% | 149 |
|
|
2016
Q2 | $71K | Hold |
502
| – | – | 0.03% | 131 |
|
|
2016
Q1 | $65K | Hold |
502
| – | – | 0.03% | 136 |
|
|
2015
Q4 | $59K | Hold |
502
| – | – | 0.03% | 140 |
|
|
2015
Q3 | $58K | Buy |
502
+500
| +25,000% | +$59.8K | 0.03% | 145 |
|
|
2015
Q2 | $0 | Sell |
2
-50
| -96% | -$5.92K | ﹤0.01% | 297 |
|
|
2015
Q1 | $6K | Hold |
52
| – | – | ﹤0.01% | 268 |
|
|
2014
Q4 | $5K | Hold |
52
| – | – | ﹤0.01% | 283 |
|
|
2014
Q3 | $4K | Hold |
52
| – | – | ﹤0.01% | 279 |
|
|
2014
Q2 | $4K | Hold |
52
| – | – | ﹤0.01% | 241 |
|
|
2014
Q1 | $4K | Buy |
52
+50
| +2,500% | +$3.76K | ﹤0.01% | 253 |
|
|
2013
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 280 |
|
|
2013
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 297 |
|
|
2013
Q2 | $0 | Buy |
+2
| New | +$124 | ﹤0.01% | 278 |
|
Other funds holding UNH
Cowen Prime Advisors's UNH Position: Q2 2023 in Review
Cowen Prime Advisors held its UnitedHealth (UNH) position steady in Q2 2023 at 517 shares worth $248K. The position accounts for 0.09% of the portfolio, ranked #77.
Cowen Prime Advisors first reported a position in UNH in Q2 2013 and has held it in 41 quarters since. The position peaked at $265K in Q4 2022. 3,129 funds tracked by Wall St. Rank hold UNH as of Q2 2023.
- Cowen Prime Advisors held 517 shares of UnitedHealth worth $248K as of Q2 2023.
- Cowen Prime Advisors left its UnitedHealth share count unchanged in Q2 2023.
- UnitedHealth made up 0.09% of Cowen Prime Advisors's portfolio in Q2 2023, its #77 holding.
- Cowen Prime Advisors first reported a position in UnitedHealth in Q2 2013 and has held it in 41 quarters since.
- Cowen Prime Advisors's UnitedHealth position peaked at $265K in Q4 2022.
- 3,129 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.
Based on Cowen Prime Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.