Bank of the West’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $15.6M | Sell |
29,504
-905
| -3% | -$479K | 1.84% | 11 |
|
|
2022
Q3 | $15.4M | Sell |
30,409
-751
| -2% | -$395K | 2% | 8 |
|
|
2022
Q2 | $16M | Sell |
31,160
-346
| -1% | -$174K | 2.03% | 6 |
|
|
2022
Q1 | $16.1M | Sell |
31,506
-1,270
| -4% | -$613K | 1.66% | 9 |
|
|
2021
Q4 | $16.5M | Sell |
32,776
-425
| -1% | -$192K | 1.56% | 12 |
|
|
2021
Q3 | $13M | Buy |
33,201
+656
| +2% | +$272K | 1.36% | 15 |
|
|
2021
Q2 | $13M | Sell |
32,545
-5,992
| -16% | -$2.39M | 1.33% | 16 |
|
|
2021
Q1 | $14.3M | Sell |
38,537
-7,319
| -16% | -$2.54M | 1.61% | 12 |
|
|
2020
Q4 | $16.1M | Buy |
45,856
+739
| +2% | +$248K | 1.88% | 10 |
|
|
2020
Q3 | $14.1M | Sell |
45,117
-3,332
| -7% | -$1.02M | 1.89% | 10 |
|
|
2020
Q2 | $14.3M | Sell |
48,449
-1,558
| -3% | -$446K | 1.93% | 10 |
|
|
2020
Q1 | $12.5M | Sell |
50,007
-784
| -2% | -$216K | 1.94% | 10 |
|
|
2019
Q4 | $14.9M | Buy |
50,791
+4,241
| +9% | +$1.11M | 1.75% | 11 |
|
|
2019
Q3 | $10.1M | Buy |
46,550
+3,133
| +7% | +$756K | 1.22% | 17 |
|
|
2019
Q2 | $10.6M | Buy |
43,417
+1,053
| +2% | +$253K | 1.24% | 15 |
|
|
2019
Q1 | $10.5M | Sell |
42,364
-645
| -1% | -$164K | 1.22% | 20 |
|
|
2018
Q4 | $10.7M | Sell |
43,009
-1,331
| -3% | -$352K | 1.29% | 16 |
|
|
2018
Q3 | $11.8M | Sell |
44,340
-353
| -0.8% | -$91.8K | 1.38% | 11 |
|
|
2018
Q2 | $11M | Buy |
44,693
+588
| +1% | +$141K | 1.35% | 11 |
|
|
2018
Q1 | $9.44M | Buy |
44,105
+759
| +2% | +$173K | 1.18% | 16 |
|
|
2017
Q4 | $9.56M | Buy |
43,346
+2,528
| +6% | +$536K | 1.2% | 13 |
|
|
2017
Q3 | $7.99M | Sell |
40,818
-327
| -0.8% | -$63.2K | 1.01% | 23 |
|
|
2017
Q2 | $7.63M | Buy |
41,145
+7,192
| +21% | +$1.26M | 0.98% | 25 |
|
|
2017
Q1 | $5.57M | Sell |
33,953
-278
| -0.8% | -$45.5K | 0.7% | 45 |
|
|
2016
Q4 | $5.48M | Buy |
34,231
+3,197
| +10% | +$478K | 0.76% | 40 |
|
|
2016
Q3 | $4.34M | Buy |
31,034
+12,900
| +71% | +$1.81M | 0.6% | 53 |
|
|
2016
Q2 | $2.56M | Sell |
18,134
-13,795
| -43% | -$1.84M | 0.36% | 79 |
|
|
2016
Q1 | $4.12M | Buy |
31,929
+419
| +1% | +$49.6K | 0.57% | 53 |
|
|
2015
Q4 | $3.71M | Buy |
31,510
+12,101
| +62% | +$1.41M | 0.52% | 62 |
|
|
2015
Q3 | $2.25M | Buy |
19,409
+3,242
| +20% | +$388K | 0.36% | 83 |
|
|
2015
Q2 | $1.97M | Buy |
16,167
+13,918
| +619% | +$1.65M | 0.28% | 104 |
|
|
2015
Q1 | $266K | Buy |
2,249
+150
| +7% | +$16.7K | 0.04% | 250 |
|
|
2014
Q4 | $212K | Buy |
+2,099
| New | +$199K | 0.03% | 276 |
|
Other funds holding UNH
Bank of the West's UNH Position: Q4 2022 in Review
Bank of the West reduced its UnitedHealth (UNH) stake by 3% in Q4 2022, selling an estimated $479K and leaving 29,504 shares worth $15.6M. The position accounts for 1.84% of the portfolio, ranked #11.
Bank of the West first reported a position in UNH in Q4 2014 and has held it in 33 quarters since. The position peaked at $16.5M in Q4 2021. 3,157 funds tracked by Wall St. Rank hold UNH as of Q4 2022.
- Bank of the West held 29,504 shares of UnitedHealth worth $15.6M as of Q4 2022.
- Bank of the West sold 905 UnitedHealth shares in Q4 2022, an estimated $479K.
- UnitedHealth made up 1.84% of Bank of the West's portfolio in Q4 2022, its #11 holding.
- Bank of the West first reported a position in UnitedHealth in Q4 2014 and has held it in 33 quarters since.
- Bank of the West's UnitedHealth position peaked at $16.5M in Q4 2021.
- 3,157 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.
Based on Bank of the West's 13F filing for Q4 2022, filed 1 Feb 2023.