CGFI
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Cypress Growth Fund III’s UnitedHealth UNH Stock Holding History

Cypress Growth Fund III’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
Q3 		$7.82M Hold
20,000
– – 6.57% 1
2021
Q2 		$8.01M Hold
20,000
– – 6.68% 1
2021
Q1 		$7.44M Hold
20,000
– – 6.42% 1
2020
Q4 		$7.01M Buy
+20,000
New +$6.7M 6.04% 3

Other funds holding UNH

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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

Cypress Growth Fund III's UNH Position: Q3 2021 in Review

Cypress Growth Fund III held its UnitedHealth (UNH) position steady in Q3 2021 at 20,000 shares worth $7.82M. The position accounts for 6.57% of the portfolio, ranked #1.

Cypress Growth Fund III first reported a position in UNH in Q4 2020 and has held it in 4 quarters since. The position peaked at $8.01M in Q2 2021. 2,564 funds tracked by Wall St. Rank hold UNH as of Q3 2021.

  • Cypress Growth Fund III held 20,000 shares of UnitedHealth worth $7.82M as of Q3 2021.
  • Cypress Growth Fund III left its UnitedHealth share count unchanged in Q3 2021.
  • UnitedHealth made up 6.57% of Cypress Growth Fund III's portfolio in Q3 2021, its #1 holding.
  • Cypress Growth Fund III first reported a position in UnitedHealth in Q4 2020 and has held it in 4 quarters since.
  • Cypress Growth Fund III's UnitedHealth position peaked at $8.01M in Q2 2021.
  • 2,564 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2021.

Based on Cypress Growth Fund III's 13F filing for Q3 2021, filed 26 Oct 2021.