Catalyst Capital Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,196
| Closed | -$1.15M | – | 477 |
|
|
2025
Q1 | $1.15M | Sell |
2,196
-120
| -5% | -$61.3K | 0.02% | 134 |
|
|
2024
Q4 | $1.17M | Sell |
2,316
-77
| -3% | -$43.8K | 0.03% | 141 |
|
|
2024
Q3 | $1.4M | Buy |
2,393
+186
| +8% | +$105K | 0.03% | 129 |
|
|
2024
Q2 | $1.12M | Sell |
2,207
-58
| -3% | -$28.4K | 0.03% | 140 |
|
|
2024
Q1 | $1.12M | Buy |
2,265
+66
| +3% | +$33.6K | 0.03% | 147 |
|
|
2023
Q4 | $1.16M | Sell |
2,199
-525
| -19% | -$280K | 0.03% | 135 |
|
|
2023
Q3 | $1.37M | Sell |
2,724
-290
| -10% | -$143K | 0.04% | 124 |
|
|
2023
Q2 | $1.45M | Buy |
3,014
+1,514
| +101% | +$740K | 0.04% | 131 |
|
|
2023
Q1 | $709K | Sell |
1,500
-13,275
| -90% | -$6.41M | 0.02% | 141 |
|
|
2022
Q4 | $7.83M | Sell |
14,775
-985
| -6% | -$522K | 0.25% | 48 |
|
|
2022
Q3 | $7.96M | Sell |
15,760
-5,631
| -26% | -$2.96M | 0.3% | 45 |
|
|
2022
Q2 | $11M | Sell |
21,391
-1,077
| -5% | -$541K | 0.46% | 27 |
|
|
2022
Q1 | $11.5M | Sell |
22,468
-1,175
| -5% | -$567K | 0.5% | 23 |
|
|
2021
Q4 | $11.9M | Sell |
23,643
-1,100
| -4% | -$498K | 0.55% | 21 |
|
|
2021
Q3 | $9.67M | Sell |
24,743
-960
| -4% | -$398K | 0.49% | 23 |
|
|
2021
Q2 | $10.3M | Sell |
25,703
-700
| -3% | -$279K | 0.51% | 23 |
|
|
2021
Q1 | $9.82M | Sell |
26,403
-1,900
| -7% | -$658K | 0.55% | 23 |
|
|
2020
Q4 | $9.93M | Buy |
28,303
+3,200
| +13% | +$1.07M | 0.56% | 22 |
|
|
2020
Q3 | $7.83M | Buy |
25,103
+5,300
| +27% | +$1.63M | 0.44% | 34 |
|
|
2020
Q2 | $5.84M | Sell |
19,803
-1,510
| -7% | -$433K | 0.3% | 56 |
|
|
2020
Q1 | $5.32M | Buy |
+21,313
| New | +$5.87M | 0.27% | 58 |
|
|
2019
Q1 | – | Sell |
-17,076
| Closed | -$4.25M | – | 475 |
|
|
2018
Q4 | $4.25M | Sell |
17,076
-1,631
| -9% | -$431K | 0.16% | 77 |
|
|
2018
Q3 | $4.98M | Sell |
18,707
-937
| -5% | -$244K | 0.16% | 82 |
|
|
2018
Q2 | $4.82M | Buy |
19,644
+620
| +3% | +$149K | 0.17% | 81 |
|
|
2018
Q1 | $4.07M | Buy |
19,024
+3,118
| +20% | +$712K | 0.15% | 88 |
|
|
2017
Q4 | $3.51M | Buy |
15,906
+14,506
| +1,036% | +$3.07M | 0.13% | 92 |
|
|
2017
Q3 | $274K | Hold |
1,400
| – | – | 0.01% | 235 |
|
|
2017
Q2 | $260K | Hold |
1,400
| – | – | 0.01% | 258 |
|
|
2017
Q1 | $230K | Hold |
1,400
| – | – | 0.01% | 266 |
|
|
2016
Q4 | $224K | Sell |
1,400
-1,350
| -49% | -$202K | 0.01% | 251 |
|
|
2016
Q3 | $385K | Sell |
2,750
-2,500
| -48% | -$350K | 0.04% | 209 |
|
|
2016
Q2 | $741K | Buy |
5,250
+200
| +4% | +$26.7K | 0.14% | 155 |
|
|
2016
Q1 | $651K | Hold |
5,050
| – | – | 0.12% | 148 |
|
|
2015
Q4 | $594K | Sell |
5,050
-2,350
| -32% | -$275K | 0.09% | 167 |
|
|
2015
Q3 | $858K | Hold |
7,400
| – | – | 0.12% | 154 |
|
|
2015
Q2 | $903K | Hold |
7,400
| – | – | 0.11% | 165 |
|
|
2015
Q1 | $875K | Sell |
7,400
-3,255
| -31% | -$361K | 0.1% | 155 |
|
|
2014
Q4 | $1.08M | Hold |
10,655
| – | – | 0.13% | 158 |
|
|
2014
Q3 | $919K | Hold |
10,655
| – | – | 0.12% | 166 |
|
|
2014
Q2 | $871K | Hold |
10,655
| – | – | 0.14% | 164 |
|
|
2014
Q1 | $874K | Hold |
10,655
| – | – | 0.2% | 148 |
|
|
2013
Q4 | $802K | Hold |
10,655
| – | – | 0.26% | 127 |
|
|
2013
Q3 | $763K | Hold |
10,655
| – | – | 0.42% | 102 |
|
|
2013
Q2 | $698K | Buy |
+10,655
| New | +$663K | 0.54% | 59 |
|
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