Alexandria Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $6.68M | Buy |
17,100
+584
| +4% | +$242K | 0.62% | 58 |
|
|
2021
Q2 | $6.61M | Sell |
16,516
-28
| -0.2% | -$11.2K | 0.61% | 61 |
|
|
2021
Q1 | $6.16M | Sell |
16,544
-56
| -0.3% | -$19.4K | 0.62% | 62 |
|
|
2020
Q4 | $5.82M | Buy |
16,600
+144
| +0.9% | +$48.3K | 0.62% | 61 |
|
|
2020
Q3 | $5.13M | Sell |
16,456
-36
| -0.2% | -$11.1K | 0.61% | 57 |
|
|
2020
Q2 | $4.86M | Buy |
16,492
+197
| +1% | +$56.4K | 0.63% | 51 |
|
|
2020
Q1 | $4.06M | Buy |
16,295
+161
| +1% | +$44.3K | 0.67% | 46 |
|
|
2019
Q4 | $4.74M | Buy |
16,134
+1,220
| +8% | +$319K | 0.63% | 46 |
|
|
2019
Q3 | $3.24M | Buy |
14,914
+1,634
| +12% | +$394K | 0.48% | 73 |
|
|
2019
Q2 | $3.24M | Buy |
13,280
+1,641
| +14% | +$395K | 0.46% | 74 |
|
|
2019
Q1 | $2.88M | Sell |
11,639
-164
| -1% | -$41.8K | 0.42% | 83 |
|
|
2018
Q4 | $2.94M | Sell |
11,803
-292
| -2% | -$77.1K | 0.48% | 75 |
|
|
2018
Q3 | $3.22M | Sell |
12,095
-6
| -0% | -$1.56K | 0.47% | 75 |
|
|
2018
Q2 | $2.97M | Sell |
12,101
-397
| -3% | -$95.3K | 0.45% | 80 |
|
|
2018
Q1 | $2.67M | Hold |
12,498
| – | – | 0.4% | 85 |
|
|
2017
Q4 | $2.75M | Buy |
12,498
+12,267
| +5,310% | +$2.6M | 0.4% | 79 |
|
|
2017
Q3 | $45K | Buy |
231
+1
| +0.4% | +$193 | 0.01% | 253 |
|
|
2017
Q2 | $43K | Hold |
230
| – | – | 0.01% | 250 |
|
|
2017
Q1 | $38K | Hold |
230
| – | – | 0.01% | 269 |
|
|
2016
Q4 | $37K | Hold |
230
| – | – | 0.01% | 280 |
|
|
2016
Q3 | $32K | Sell |
230
-1
| -0.4% | -$140 | 0.01% | 298 |
|
|
2016
Q2 | $33K | Buy |
231
+21
| +10% | +$2.8K | 0.01% | 294 |
|
|
2016
Q1 | $27K | Hold |
210
| – | – | ﹤0.01% | 314 |
|
|
2015
Q4 | $25K | Buy |
210
+200
| +2,000% | +$23.4K | 0.01% | 341 |
|
|
2015
Q3 | $1K | Sell |
10
-143
| -93% | -$17.1K | ﹤0.01% | 574 |
|
|
2015
Q2 | $19K | Sell |
153
-24
| -14% | -$2.84K | ﹤0.01% | 347 |
|
|
2015
Q1 | $21K | Sell |
177
-15
| -8% | -$1.67K | 0.01% | 313 |
|
|
2014
Q4 | $19K | Hold |
192
| – | – | 0.01% | 298 |
|
|
2014
Q3 | $17K | Sell |
192
-25
| -12% | -$2.11K | 0.01% | 298 |
|
|
2014
Q2 | $18K | Sell |
217
-4
| -2% | -$315 | 0.01% | 303 |
|
|
2014
Q1 | $18K | Sell |
221
-34
| -13% | -$2.56K | 0.01% | 305 |
|
|
2013
Q4 | $19K | Buy |
255
+23
| +10% | +$1.65K | 0.01% | 302 |
|
|
2013
Q3 | $17K | Sell |
232
-171
| -42% | -$12.2K | 0.01% | 320 |
|
|
2013
Q2 | $26K | Buy |
+403
| New | +$25.1K | 0.01% | 295 |
|
Other funds holding UNH
WA
Alexandria Capital's UNH Position: Q3 2021 in Review
Alexandria Capital increased its UnitedHealth (UNH) stake by 3.5% in Q3 2021, buying an estimated $242K and bringing the position to 17,100 shares worth $6.68M. The position accounts for 0.62% of the portfolio, ranked #58.
Alexandria Capital first reported a position in UNH in Q2 2013 and has held it in 34 quarters since. 2,565 funds tracked by Wall St. Rank hold UNH as of Q3 2021.
- Alexandria Capital held 17,100 shares of UnitedHealth worth $6.68M as of Q3 2021.
- Alexandria Capital bought 584 UnitedHealth shares in Q3 2021, an estimated $242K.
- UnitedHealth made up 0.62% of Alexandria Capital's portfolio in Q3 2021, its #58 holding.
- Alexandria Capital first reported a position in UnitedHealth in Q2 2013 and has held it in 34 quarters since.
- 2,565 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2021.
Based on Alexandria Capital's 13F filing for Q3 2021, filed 2 Dec 2021.