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Cambridge Trust Co

SEC CIK
0001074272
Latest filing
May 30, 2024

UNH holding history

UnitedHealth Group Inc in every 13F filed by Cambridge Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNH overviewAll 13F holders of UNHFull Q1 2024 holdings

Shares (Q1 2024)
88,210
Value
$43.6M
% of portfolio
1.7%
Quarters held
13
Since Q1 2021
Holdings of UNH by Cambridge Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202488,210$43.6M1.7%+3,707+4.4%AddedHolders
Q4 202384,503$44.5M1.9%+187+0.2%AddedHolders
Q3 202384,316$42.5M2.0%−792−0.9%ReducedHolders
Q2 202385,108$40.9M1.9%−4,943−5.5%ReducedHolders
Q1 202390,051$42.6M2.0%−43,627−32.6%ReducedHolders
Q4 2022133,678$70.9M3.2%−2,080−1.5%ReducedHolders
Q3 2022135,758$68.6M3.3%−3,871−2.8%ReducedHolders
Q2 2022139,629$71.7M3.1%−2,554−1.8%ReducedHolders
Q1 2022142,183$72.5M2.5%−1,518−1.1%ReducedHolders
Q4 2021143,701$72.2M2.3%+347+0.2%AddedHolders
Q3 2021143,354$56.0M2.1%−775−0.5%ReducedHolders
Q2 2021144,129$57.7M2.2%−1,623−1.1%ReducedHolders
Q1 2021145,752$54.2M2.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.