CVA
Ceredex Value Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-103,335
| Closed | -$54.1M | – | 194 |
|
|
2025
Q1 | $54.1M | Sell |
103,335
-1,902
| -2% | -$996K | 1.18% | 21 |
|
|
2024
Q4 | $53.2M | Buy |
+105,237
| New | +$53.2M | 1.07% | 25 |
|
|
2019
Q1 | – | Sell |
-133,853
| Closed | -$33.3M | – | 178 |
|
|
2018
Q4 | $33.3M | Sell |
133,853
-250,229
| -65% | -$62.3M | 0.45% | 82 |
|
|
2018
Q3 | $102M | Sell |
384,082
-31,013
| -7% | -$8.25M | 1.15% | 21 |
|
|
2018
Q2 | $102M | Sell |
415,095
-30,459
| -7% | -$7.47M | 1.16% | 13 |
|
|
2018
Q1 | $95.3M | Buy |
+445,554
| New | +$95.3M | 1.13% | 13 |
|