BGIM
Brandywine Global Investment Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-553,211
| Closed | -$290M | – | 634 |
|
|
2025
Q1 | $290M | Buy |
553,211
+357,419
| +183% | +$187M | 2.09% | 3 |
|
|
2024
Q4 | $99M | Buy |
+195,792
| New | +$99M | 0.72% | 35 |
|
|
2021
Q3 | – | Sell |
-799,290
| Closed | -$320M | – | 734 |
|
|
2021
Q2 | $320M | Sell |
799,290
-8,092
| -1% | -$3.24M | 2.37% | 4 |
|
|
2021
Q1 | $300M | Buy |
807,382
+73,249
| +10% | +$27.3M | 2.26% | 4 |
|
|
2020
Q4 | $257M | Buy |
734,133
+298,694
| +69% | +$105M | 2.14% | 5 |
|
|
2020
Q3 | $136M | Buy |
435,439
+435,395
| +989,534% | +$136M | 1.34% | 12 |
|
|
2020
Q2 | $13K | Buy |
+44
| New | +$13K | ﹤0.01% | 684 |
|
|
2019
Q2 | – | Sell |
-248
| Closed | -$62K | – | 888 |
|
|
2019
Q1 | $62K | Buy |
+248
| New | +$62K | ﹤0.01% | 717 |
|
|
2016
Q2 | – | Sell |
-848
| Closed | -$110K | – | 1001 |
|
|
2016
Q1 | $110K | Sell |
848
-950,143
| -100% | -$123M | ﹤0.01% | 761 |
|
|
2015
Q4 | $112M | Sell |
950,991
-79,491
| -8% | -$9.35M | 0.71% | 34 |
|
|
2015
Q3 | $120M | Buy |
1,030,482
+115,157
| +13% | +$13.4M | 0.78% | 28 |
|
|
2015
Q2 | $112M | Buy |
915,325
+27,786
| +3% | +$3.39M | 0.7% | 28 |
|
|
2015
Q1 | $105M | Buy |
887,539
+30,193
| +4% | +$3.57M | 0.68% | 31 |
|
|
2014
Q4 | $86.7M | Buy |
857,346
+156,956
| +22% | +$15.9M | 0.58% | 40 |
|
|
2014
Q3 | $60.4M | Buy |
700,390
+120,553
| +21% | +$10.4M | 0.44% | 55 |
|
|
2014
Q2 | $47.4M | Buy |
579,837
+87,463
| +18% | +$7.15M | 0.37% | 58 |
|
|
2014
Q1 | $40.4M | Buy |
492,374
+7,674
| +2% | +$629K | 0.35% | 59 |
|
|
2013
Q4 | $36.5M | Sell |
484,700
-676,008
| -58% | -$50.9M | 0.33% | 61 |
|
|
2013
Q3 | $83.1M | Buy |
1,160,708
+35,266
| +3% | +$2.53M | 0.83% | 27 |
|
|
2013
Q2 | $73.7M | Buy |
+1,125,442
| New | +$73.7M | 0.76% | 30 |
|