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Cribstone Capital Management’s UnitedHealth UNH Stock Holding History

Cribstone Capital Management’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
Q4 		$1.91M Buy
3,601
+53
+1% +$28.1K 1.11% 29
2022
Q3 		$1.79M Buy
3,548
+71
+2% +$37.3K 1.11% 24
2022
Q2 		$1.79M Buy
3,477
+33
+1% +$16.6K 1.1% 23
2022
Q1 		$1.76M Sell
3,444
-85
-2% -$41K 0.96% 30
2021
Q4 		$1.77M Buy
3,529
+1
+0% +$453 0.98% 28
2021
Q3 		$1.38M Buy
3,528
+61
+2% +$25.3K 0.82% 35
2021
Q2 		$1.39M Buy
3,467
+371
+12% +$148K 0.84% 34
2021
Q1 		$1.15M Buy
3,096
+173
+6% +$59.9K 0.76% 36
2020
Q4 		$1.02M Buy
2,923
+27
+0.9% +$9.05K 0.7% 35
2020
Q3 		$903K Sell
2,896
-65
-2% -$20K 0.74% 39
2020
Q2 		$873K Buy
2,961
+242
+9% +$69.3K 0.72% 44
2020
Q1 		$678K Buy
2,719
+17
+0.6% +$4.68K 0.72% 41
2019
Q4 		$794K Sell
2,702
-32
-1% -$8.37K 0.71% 45
2019
Q3 		$594K Sell
2,734
-79
-3% -$19.1K 0.36% 65
2019
Q2 		$686K Buy
2,813
+766
+37% +$184K 0.37% 61
2019
Q1 		$506K Buy
2,047
+1,574
+333% +$401K 0.27% 73
2018
Q4 		$118K Sell
473
-66
-12% -$17.4K 0.06% 153
2018
Q3 		$143K Sell
539
-29
-5% -$7.54K 0.07% 146
2018
Q2 		$139K Buy
568
+30
+6% +$7.2K 0.07% 147
2018
Q1 		$115K Buy
538
+5
+0.9% +$1.14K 0.06% 170
2017
Q4 		$118K Sell
533
-255
-32% -$54K 0.06% 193
2017
Q3 		$154K Sell
788
-112
-12% -$21.6K 0.08% 133
2017
Q2 		$167K Buy
900
+222
+33% +$38.9K 0.09% 124
2017
Q1 		$113K Buy
678
+125
+23% +$20.5K 0.06% 180
2016
Q4 		$88K Sell
553
-88
-14% -$13.1K 0.05% 189
2016
Q3 		$86K Sell
641
-62
-9% -$8.68K 0.05% 188
2016
Q2 		$99K Buy
+703
New +$93.7K 0.06% 181

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

Cribstone Capital Management's UNH Position: Q4 2022 in Review

Cribstone Capital Management increased its UnitedHealth (UNH) stake by 1.5% in Q4 2022, buying an estimated $28.1K and bringing the position to 3,601 shares worth $1.91M. The position accounts for 1.11% of the portfolio, ranked #29.

Cribstone Capital Management first reported a position in UNH in Q2 2016 and has held it in 27 quarters since. 3,156 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

  • Cribstone Capital Management held 3,601 shares of UnitedHealth worth $1.91M as of Q4 2022.
  • Cribstone Capital Management bought 53 UnitedHealth shares in Q4 2022, an estimated $28.1K.
  • UnitedHealth made up 1.11% of Cribstone Capital Management's portfolio in Q4 2022, its #29 holding.
  • Cribstone Capital Management first reported a position in UnitedHealth in Q2 2016 and has held it in 27 quarters since.
  • 3,156 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on Cribstone Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.