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Cypress Capital Management (Delaware)’s UnitedHealth UNH Stock Holding History

Cypress Capital Management (Delaware)’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 		– Sell
-21,963
Closed -$11.1M – 161
2022
Q3 		$11.1M Sell
21,963
-973
-4% -$512K 2.06% 13
2022
Q2 		$11.8M Sell
22,936
-13,307
-37% -$6.68M 1.75% 15
2022
Q1 		$18.5M Sell
36,243
-97
-0.3% -$46.8K 2.32% 7
2021
Q4 		$18.2M Buy
36,340
+1,565
+5% +$708K 2.06% 11
2021
Q3 		$13.9M Hold
34,775
– – 1.84% 15
2021
Q2 		$13.9M Buy
34,775
+185
+0.5% +$73.8K 1.84% 15
2021
Q1 		$12.9M Sell
34,590
-2,765
-7% -$958K 1.77% 16
2020
Q4 		$13.1M Buy
37,355
+330
+0.9% +$111K 1.79% 17
2020
Q3 		$11.5M Buy
37,025
+260
+0.7% +$79.9K 1.77% 17
2020
Q2 		$10.8M Buy
36,765
+45
+0.1% +$12.9K 1.77% 17
2020
Q1 		$9.16M Buy
36,720
+65
+0.2% +$17.9K 1.8% 18
2019
Q4 		$10.8M Buy
36,655
+3,465
+10% +$907K 1.65% 25
2019
Q3 		$7.21M Buy
33,190
+30,048
+956% +$7.25M 1.18% 33
2019
Q2 		$767K Buy
3,142
+57
+2% +$13.7K 0.13% 95
2019
Q1 		$763K Sell
3,085
-125
-4% -$31.9K 0.14% 90
2018
Q4 		$800K Hold
3,210
– – 0.17% 79
2018
Q3 		$854K Buy
3,210
+150
+5% +$39K 0.15% 82
2018
Q2 		$751K Buy
3,060
+250
+9% +$60K 0.14% 90
2018
Q1 		$601K Sell
2,810
-300
-10% -$68.5K 0.12% 89
2017
Q4 		$686K Buy
3,110
+1,775
+133% +$376K 0.13% 87
2017
Q3 		$261K Hold
1,335
– – 0.06% 118
2017
Q2 		$248K Hold
1,335
– – 0.06% 108
2017
Q1 		$219K Sell
1,335
-100
-7% -$16.4K 0.06% 108
2016
Q4 		$230K Hold
1,435
– – 0.06% 100
2016
Q3 		$201K Buy
+1,435
New +$201K 0.06% 70

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cypress Capital Management (Delaware)'s UNH Position: Q4 2022 in Review

Cypress Capital Management (Delaware) sold out of UnitedHealth (UNH) in Q4 2022, closing a stake of 21,963 shares — an estimated $11.1M sold.

Cypress Capital Management (Delaware) first reported a position in UNH in Q3 2016 and held it in 25 quarters. The position peaked at $18.5M in Q1 2022. 3,157 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

  • Cypress Capital Management (Delaware) reported no remaining UnitedHealth position as of Q4 2022 after selling out during the quarter.
  • Cypress Capital Management (Delaware) sold 21,963 UnitedHealth shares in Q4 2022, an estimated $11.1M.
  • Cypress Capital Management (Delaware) first reported a position in UnitedHealth in Q3 2016 and held it in 25 quarters.
  • Cypress Capital Management (Delaware)'s UnitedHealth position peaked at $18.5M in Q1 2022.
  • 3,157 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on Cypress Capital Management (Delaware)'s 13F filing for Q4 2022.