Red Cedar Investment Management’s UnitedHealth UNH Stock Holding History

Red Cedar Investment 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
2025 Q1	–	Sell	-5,195	Closed	-$2.63M	–	83
2024 Q4	$2.63M	Hold	5,195	–	–	0.33%	41
2024 Q3	$3.04M	Hold	5,195	–	–	0.39%	39
2024 Q2	$2.65M	Hold	5,195	–	–	0.36%	39
2024 Q1	$2.57M	Sell	5,195 -1,378	-21%	-$701K	0.32%	51
2023 Q4	$3.46M	Buy	6,573 +306	+5%	+$163K	0.5%	34
2023 Q3	$3.16M	Buy	6,267 +58	+0.9%	+$28.5K	0.48%	37
2023 Q2	$2.98M	Hold	6,209	–	–	0.45%	37
2023 Q1	$2.93M	Buy	6,209 +1,180	+23%	+$569K	0.45%	36
2022 Q4	$2.67M	Sell	5,029 -474	-9%	-$251K	0.42%	28
2022 Q3	$2.78M	Buy	5,503 +580	+12%	+$305K	0.47%	26
2022 Q2	$2.53M	Hold	4,923	–	–	0.41%	28
2022 Q1	$2.51M	Buy	4,923 +658	+15%	+$317K	0.35%	31
2021 Q4	$2.14M	Buy	4,265 +862	+25%	+$390K	0.26%	42
2021 Q3	$1.33M	Sell	3,403 -1,610	-32%	-$667K	0.17%	49
2021 Q2	$2.01M	Hold	5,013	–	–	0.27%	33
2021 Q1	$1.86M	Sell	5,013 -863	-15%	-$299K	0.24%	39
2020 Q4	$2.06M	Hold	5,876	–	–	0.31%	32
2020 Q3	$1.83M	Buy	5,876 +1,479	+34%	+$454K	0.33%	32
2020 Q2	$1.3M	Buy	+4,397	New	+$1.26M	0.3%	22

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

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Red Cedar Investment Management's UNH Position: Q1 2025 in Review

Red Cedar Investment Management sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 5,195 shares — an estimated $2.63M sold.

Red Cedar Investment Management first reported a position in UNH in Q2 2020 and held it in 19 quarters. The position peaked at $3.46M in Q4 2023. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

Red Cedar Investment Management reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
Red Cedar Investment Management sold 5,195 UnitedHealth shares in Q1 2025, an estimated $2.63M.
Red Cedar Investment Management first reported a position in UnitedHealth in Q2 2020 and held it in 19 quarters.
Red Cedar Investment Management's UnitedHealth position peaked at $3.46M in Q4 2023.
3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Red Cedar Investment Management's 13F filing for Q1 2025, filed 25 Apr 2025.