Brinker Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $21.6M | Buy |
73,064
+18,366
| +34% | +$5.26M | 0.69% | 20 |
|
|
2020
Q1 | $13.6M | Sell |
54,698
-1,769
| -3% | -$487K | 0.54% | 26 |
|
|
2019
Q4 | $16.6M | Buy |
56,467
+2,593
| +5% | +$678K | 0.51% | 27 |
|
|
2019
Q3 | $11.7M | Buy |
53,874
+5,367
| +11% | +$1.3M | 0.4% | 42 |
|
|
2019
Q2 | $11.8M | Buy |
48,507
+7,260
| +18% | +$1.75M | 0.43% | 38 |
|
|
2019
Q1 | $10.2M | Buy |
41,247
+59
| +0.1% | +$15K | 0.39% | 45 |
|
|
2018
Q4 | $10.3M | Sell |
41,188
-65
| -0.2% | -$17.2K | 0.45% | 37 |
|
|
2018
Q3 | $11M | Buy |
41,253
+11
| +0% | +$2.86K | 0.4% | 41 |
|
|
2018
Q2 | $10.1M | Buy |
41,242
+1,987
| +5% | +$477K | 0.39% | 42 |
|
|
2018
Q1 | $8.4M | Buy |
39,255
+4,129
| +12% | +$943K | 0.33% | 53 |
|
|
2017
Q4 | $7.74M | Sell |
35,126
-1,759
| -5% | -$373K | 0.3% | 61 |
|
|
2017
Q3 | $7.22M | Buy |
36,885
+7,778
| +27% | +$1.5M | 0.3% | 66 |
|
|
2017
Q2 | $5.4M | Buy |
29,107
+5,204
| +22% | +$913K | 0.25% | 93 |
|
|
2017
Q1 | $3.92M | Buy |
23,903
+2,807
| +13% | +$460K | 0.18% | 117 |
|
|
2016
Q4 | $3.38M | Buy |
21,096
+15,789
| +298% | +$2.36M | 0.19% | 121 |
|
|
2016
Q3 | $743K | Sell |
5,307
-453
| -8% | -$63.4K | 0.07% | 112 |
|
|
2016
Q2 | $813K | Sell |
5,760
-308
| -5% | -$41.1K | 0.07% | 96 |
|
|
2016
Q1 | $782K | Buy |
6,068
+92
| +2% | +$10.9K | 0.07% | 99 |
|
|
2015
Q4 | $703K | Buy |
+5,976
| New | +$698K | 0.06% | 104 |
|
|
2015
Q3 | – | Sell |
-30,861
| Closed | -$3.77M | – | 140 |
|
|
2015
Q2 | $3.77M | Buy |
30,861
+25,587
| +485% | +$3.03M | 0.32% | 50 |
|
|
2015
Q1 | $624K | Sell |
5,274
-344
| -6% | -$38.2K | 0.06% | 86 |
|
|
2014
Q4 | $568K | Sell |
5,618
-639
| -10% | -$60.6K | 0.05% | 107 |
|
|
2014
Q3 | $540K | Buy |
6,257
+73
| +1% | +$6.17K | 0.04% | 80 |
|
|
2014
Q2 | $505K | Buy |
6,184
+37
| +0.6% | +$2.91K | 0.03% | 97 |
|
|
2014
Q1 | $503K | Buy |
+6,147
| New | +$463K | 0.04% | 85 |
|
Other funds holding UNH
