Columbia Partners Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $1.89M | Buy |
+7,586
| New | +$1.89M | 0.73% | 41 |
|
|
2018
Q2 | – | Sell |
-91,511
| Closed | -$19.6M | – | 238 |
|
|
2018
Q1 | $19.6M | Buy |
91,511
+19,415
| +27% | +$4.15M | 2.5% | 6 |
|
|
2017
Q4 | $15.9M | Sell |
72,096
-16,163
| -18% | -$3.56M | 2.11% | 7 |
|
|
2017
Q3 | $17.3M | Sell |
88,259
-1,377
| -2% | -$270K | 2.28% | 5 |
|
|
2017
Q2 | $16.6M | Sell |
89,636
-3,374
| -4% | -$626K | 2.12% | 5 |
|
|
2017
Q1 | $15.3M | Buy |
93,010
+17,536
| +23% | +$2.88M | 1.94% | 8 |
|
|
2016
Q4 | $12.1M | Buy |
75,474
+29,209
| +63% | +$4.67M | 1.08% | 12 |
|
|
2016
Q3 | $6.48M | Buy |
46,265
+539
| +1% | +$75.5K | 0.51% | 67 |
|
|
2016
Q2 | $6.46M | Sell |
45,726
-17,736
| -28% | -$2.5M | 0.48% | 69 |
|
|
2016
Q1 | $8.18M | Buy |
63,462
+1,862
| +3% | +$240K | 0.58% | 52 |
|
|
2015
Q4 | $7.25M | Buy |
61,600
+8,422
| +16% | +$991K | 0.5% | 74 |
|
|
2015
Q3 | $6.17M | Buy |
53,178
+8,126
| +18% | +$943K | 0.43% | 93 |
|
|
2015
Q2 | $5.5M | Sell |
45,052
-6,194
| -12% | -$756K | 0.34% | 111 |
|
|
2015
Q1 | $6.06M | Buy |
51,246
+7,722
| +18% | +$913K | 0.32% | 118 |
|
|
2014
Q4 | $4.4M | Sell |
43,524
-17,219
| -28% | -$1.74M | 0.23% | 137 |
|
|
2014
Q3 | $5.24M | Buy |
60,743
+12,121
| +25% | +$1.05M | 0.27% | 127 |
|
|
2014
Q2 | $3.97M | Sell |
48,622
-14,022
| -22% | -$1.15M | 0.18% | 162 |
|
|
2014
Q1 | $5.14M | Buy |
62,644
+26,824
| +75% | +$2.2M | 0.22% | 144 |
|
|
2013
Q4 | $2.7M | Buy |
35,820
+7,972
| +29% | +$600K | 0.12% | 192 |
|
|
2013
Q3 | $1.99M | Buy |
27,848
+3,698
| +15% | +$265K | 0.09% | 213 |
|
|
2013
Q2 | $1.58M | Buy |
+24,150
| New | +$1.58M | 0.07% | 226 |
|