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Crescent Capital Consulting’s UnitedHealth UNH Stock Holding History

Crescent Capital Consulting’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
2021
Q4 		$1.19M Sell
2,369
-100
-4% -$45.3K 0.2% 86
2021
Q3 		$964K Sell
2,469
-4
-0.2% -$1.66K 0.18% 90
2021
Q2 		$990K Buy
2,473
+15
+0.6% +$5.98K 0.19% 81
2021
Q1 		$915K Hold
2,458
– – 0.2% 84
2020
Q4 		$862K Buy
+2,458
New +$824K 0.22% 79

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

Crescent Capital Consulting's UNH Position: Q4 2021 in Review

Crescent Capital Consulting reduced its UnitedHealth (UNH) stake by 4.1% in Q4 2021, selling an estimated $45.3K and leaving 2,369 shares worth $1.19M. The position accounts for 0.2% of the portfolio, ranked #86.

Crescent Capital Consulting first reported a position in UNH in Q4 2020 and has held it in 5 quarters since. 2,902 funds tracked by Wall St. Rank hold UNH as of Q4 2021.

  • Crescent Capital Consulting held 2,369 shares of UnitedHealth worth $1.19M as of Q4 2021.
  • Crescent Capital Consulting sold 100 UnitedHealth shares in Q4 2021, an estimated $45.3K.
  • UnitedHealth made up 0.2% of Crescent Capital Consulting's portfolio in Q4 2021, its #86 holding.
  • Crescent Capital Consulting first reported a position in UnitedHealth in Q4 2020 and has held it in 5 quarters since.
  • 2,902 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.