Red Cedar Capital’s UnitedHealth UNH Stock Holding History

Red Cedar Capital’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	$2.16M	Hold	4,066	–	–	1.37%	20
2022 Q3	$2.05M	Hold	4,066	–	–	1.42%	21
2022 Q2	$2.09M	Hold	4,066	–	–	1.41%	21
2022 Q1	$2.07M	Hold	4,066	–	–	1.25%	24
2021 Q4	$2.04M	Hold	4,066	–	–	1.16%	26
2021 Q3	$1.59M	Hold	4,066	–	–	0.97%	27
2021 Q2	$1.63M	Hold	4,066	–	–	1.02%	27
2021 Q1	$1.51M	Buy	4,066 +4	+0.1%	+$1.39K	1.01%	28
2020 Q4	$1.42M	Hold	4,062	–	–	1.04%	26
2020 Q3	$1.27M	Hold	4,062	–	–	1.11%	26
2020 Q2	$1.2M	Hold	4,062	–	–	1.08%	29
2020 Q1	$1.01M	Hold	4,062	–	–	1.02%	29
2019 Q4	$1.19M	Hold	4,062	–	–	0.91%	29
2019 Q3	$883K	Hold	4,062	–	–	0.73%	32
2019 Q2	$991K	Hold	4,062	–	–	0.84%	29
2019 Q1	$1M	Hold	4,062	–	–	0.86%	28
2018 Q4	$1.01M	Hold	4,062	–	–	0.98%	26
2018 Q3	$1.08M	Hold	4,062	–	–	0.95%	27
2018 Q2	$997K	Hold	4,062	–	–	0.9%	27
2018 Q1	$869K	Hold	4,062	–	–	0.79%	29
2017 Q4	$896K	Buy	+4,062	New	+$861K	0.75%	29

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Red Cedar Capital's UNH Position: Q4 2022 in Review

Red Cedar Capital held its UnitedHealth (UNH) position steady in Q4 2022 at 4,066 shares worth $2.16M. The position accounts for 1.37% of the portfolio, ranked #20.

Red Cedar Capital first reported a position in UNH in Q4 2017 and has held it in 21 quarters since. 3,156 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

Red Cedar Capital held 4,066 shares of UnitedHealth worth $2.16M as of Q4 2022.
Red Cedar Capital left its UnitedHealth share count unchanged in Q4 2022.
UnitedHealth made up 1.37% of Red Cedar Capital's portfolio in Q4 2022, its #20 holding.
Red Cedar Capital first reported a position in UnitedHealth in Q4 2017 and has held it in 21 quarters since.
3,156 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on Red Cedar Capital's 13F filing for Q4 2022, filed 6 Feb 2023.