BRR OpCo’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.5M | Sell |
6,938
-963
| -12% | -$506K | 0.43% | 33 |
|
|
2022
Q2 | $4.06M | Sell |
7,901
-1,510
| -16% | -$758K | 0.48% | 25 |
|
|
2022
Q1 | $4.8M | Buy |
9,411
+2,053
| +28% | +$990K | 0.51% | 21 |
|
|
2021
Q4 | $3.69M | Buy |
7,358
+103
| +1% | +$46.6K | 0.4% | 28 |
|
|
2021
Q3 | $2.83M | Buy |
7,255
+178
| +3% | +$73.7K | 0.32% | 32 |
|
|
2021
Q2 | $2.83M | Sell |
7,077
-253
| -3% | -$101K | 0.31% | 29 |
|
|
2021
Q1 | $2.73M | Buy |
7,330
+431
| +6% | +$149K | 0.33% | 31 |
|
|
2020
Q4 | $2.42M | Buy |
6,899
+265
| +4% | +$88.8K | 0.36% | 33 |
|
|
2020
Q3 | $2.07M | Buy |
6,634
+214
| +3% | +$65.7K | 0.35% | 30 |
|
|
2020
Q2 | $1.89M | Buy |
6,420
+3,885
| +153% | +$1.11M | 0.33% | 30 |
|
|
2020
Q1 | $632K | Sell |
2,535
-60
| -2% | -$16.5K | 0.12% | 91 |
|
|
2019
Q4 | $763K | Sell |
2,595
-73
| -3% | -$19.1K | 0.11% | 96 |
|
|
2019
Q3 | $580K | Buy |
2,668
+116
| +5% | +$28K | 0.09% | 97 |
|
|
2019
Q2 | $623K | Buy |
2,552
+55
| +2% | +$13.2K | 0.1% | 96 |
|
|
2019
Q1 | $617K | Buy |
2,497
+70
| +3% | +$17.9K | 0.11% | 83 |
|
|
2018
Q4 | $605K | Sell |
2,427
-280
| -10% | -$74K | 0.13% | 54 |
|
|
2018
Q3 | $720K | Buy |
2,707
+166
| +7% | +$43.2K | 0.14% | 48 |
|
|
2018
Q2 | $623K | Buy |
2,541
+131
| +5% | +$31.5K | 0.17% | 49 |
|
|
2018
Q1 | $515K | Buy |
2,410
+133
| +6% | +$30.4K | 0.14% | 53 |
|
|
2017
Q4 | $502K | Buy |
2,277
+228
| +11% | +$48.3K | 0.14% | 54 |
|
|
2017
Q3 | $401K | Buy |
2,049
+216
| +12% | +$41.7K | 0.12% | 67 |
|
|
2017
Q2 | $340K | Buy |
1,833
+1
| +0.1% | +$175 | 0.11% | 69 |
|
|
2017
Q1 | $301K | Buy |
1,832
+15
| +0.8% | +$2.46K | 0.1% | 70 |
|
|
2016
Q4 | $291K | Sell |
1,817
-140
| -7% | -$20.9K | 0.09% | 72 |
|
|
2016
Q3 | $274K | Buy |
1,957
+123
| +7% | +$17.2K | 0.09% | 92 |
|
|
2016
Q2 | $259K | Sell |
1,834
-12
| -0.7% | -$1.6K | 0.09% | 91 |
|
|
2016
Q1 | $238K | Sell |
1,846
-33
| -2% | -$3.9K | 0.08% | 93 |
|
|
2015
Q4 | $221K | Sell |
1,879
-31
| -2% | -$3.62K | 0.08% | 93 |
|
|
2015
Q3 | $222K | Sell |
1,910
-20
| -1% | -$2.39K | 0.1% | 87 |
|
|
2015
Q2 | $235K | Buy |
1,930
+180
| +10% | +$21.3K | 0.1% | 92 |
|
|
2015
Q1 | $207K | Buy |
+1,750
| New | +$194K | 0.08% | 96 |
|
Other funds holding UNH
BRR OpCo's UNH Position: Q3 2022 in Review
BRR OpCo reduced its UnitedHealth (UNH) stake by 12% in Q3 2022, selling an estimated $506K and leaving 6,938 shares worth $3.5M. The position accounts for 0.43% of the portfolio, ranked #33.
BRR OpCo first reported a position in UNH in Q1 2015 and has held it in 31 quarters since. The position peaked at $4.8M in Q1 2022. 2,993 funds tracked by Wall St. Rank hold UNH as of Q3 2022.
- BRR OpCo held 6,938 shares of UnitedHealth worth $3.5M as of Q3 2022.
- BRR OpCo sold 963 UnitedHealth shares in Q3 2022, an estimated $506K.
- UnitedHealth made up 0.43% of BRR OpCo's portfolio in Q3 2022, its #33 holding.
- BRR OpCo first reported a position in UnitedHealth in Q1 2015 and has held it in 31 quarters since.
- BRR OpCo's UnitedHealth position peaked at $4.8M in Q1 2022.
- 2,993 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2022.
Based on BRR OpCo's 13F filing for Q3 2022, filed 8 Nov 2022.