Cerity Partners OCIO’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.1M | Buy |
5,848
+1,015
| +21% | +$538K | 0.1% | 125 |
|
|
2022
Q3 | $2.44M | Buy |
4,833
+178
| +4% | +$89.9K | 0.09% | 134 |
|
|
2022
Q2 | $2.39M | Buy |
4,655
+1,209
| +35% | +$621K | 0.08% | 126 |
|
|
2022
Q1 | $1.76M | Sell |
3,446
-2,068
| -38% | -$1.05M | 0.05% | 162 |
|
|
2021
Q4 | $2.77M | Buy |
5,514
+12
| +0.2% | +$6.03K | 0.08% | 113 |
|
|
2021
Q3 | $2.15M | Buy |
5,502
+445
| +9% | +$174K | 0.07% | 119 |
|
|
2021
Q2 | $2.03M | Buy |
5,057
+712
| +16% | +$285K | 0.07% | 120 |
|
|
2021
Q1 | $1.62M | Sell |
4,345
-52
| -1% | -$19.3K | 0.06% | 129 |
|
|
2020
Q4 | $1.54M | Buy |
4,397
+40
| +0.9% | +$14K | 0.06% | 133 |
|
|
2020
Q3 | $1.36M | Buy |
4,357
+212
| +5% | +$66.1K | 0.06% | 131 |
|
|
2020
Q2 | $1.22M | Buy |
4,145
+188
| +5% | +$55.4K | 0.06% | 139 |
|
|
2020
Q1 | $987K | Buy |
3,957
+393
| +11% | +$98K | 0.06% | 129 |
|
|
2019
Q4 | $1.03M | Buy |
3,564
+2,088
| +141% | +$604K | 0.05% | 144 |
|
|
2019
Q3 | $321K | Buy |
1,476
+588
| +66% | +$128K | 0.02% | 251 |
|
|
2019
Q2 | $217K | Buy |
+888
| New | +$217K | 0.01% | 298 |
|
|
2018
Q4 | – | Sell |
-783
| Closed | -$208K | – | 325 |
|
|
2018
Q3 | $208K | Buy |
+783
| New | +$208K | 0.01% | 275 |
|