Cadence Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,032
| Closed | -$304K | – | 391 |
|
|
2020
Q2 | $304K | Buy |
1,032
+145
| +16% | +$42.7K | 0.04% | 349 |
|
|
2020
Q1 | $221K | Sell |
887
-52
| -6% | -$13K | 0.04% | 391 |
|
|
2019
Q4 | $276K | Sell |
939
-33
| -3% | -$9.7K | 0.03% | 379 |
|
|
2019
Q3 | $211K | Sell |
972
-1,133
| -54% | -$246K | 0.03% | 387 |
|
|
2019
Q2 | $514K | Sell |
2,105
-145
| -6% | -$35.4K | 0.05% | 322 |
|
|
2019
Q1 | $556K | Sell |
2,250
-102
| -4% | -$25.2K | 0.05% | 332 |
|
|
2018
Q4 | $586K | Sell |
2,352
-9,368
| -80% | -$2.33M | 0.06% | 325 |
|
|
2018
Q3 | $3.12M | Sell |
11,720
-511
| -4% | -$136K | 0.17% | 154 |
|
|
2018
Q2 | $3M | Buy |
12,231
+134
| +1% | +$32.9K | 0.18% | 131 |
|
|
2018
Q1 | $2.59M | Sell |
12,097
-1,358
| -10% | -$291K | 0.17% | 134 |
|
|
2017
Q4 | $2.97M | Buy |
13,455
+123
| +0.9% | +$27.1K | 0.19% | 114 |
|
|
2017
Q3 | $2.61M | Buy |
13,332
+4,855
| +57% | +$951K | 0.16% | 134 |
|
|
2017
Q2 | $1.57M | Buy |
8,477
+2,523
| +42% | +$468K | 0.11% | 228 |
|
|
2017
Q1 | $977K | Sell |
5,954
-3,755
| -39% | -$616K | 0.07% | 366 |
|
|
2016
Q4 | $1.55M | Buy |
9,709
+1,287
| +15% | +$206K | 0.11% | 233 |
|
|
2016
Q3 | $1.18M | Buy |
8,422
+1,490
| +21% | +$209K | 0.09% | 271 |
|
|
2016
Q2 | $979K | Buy |
6,932
+62
| +0.9% | +$8.76K | 0.07% | 293 |
|
|
2016
Q1 | $886K | Buy |
+6,870
| New | +$886K | 0.06% | 327 |
|