Convergence Investment Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $529K | Sell |
1,697
-134
| -7% | -$41.8K | 0.13% | 186 |
|
|
2025
Q1 | $959K | Sell |
1,831
-320
| -15% | -$168K | 0.27% | 134 |
|
|
2024
Q4 | $1.09M | Sell |
2,151
-11
| -0.5% | -$5.56K | 0.24% | 141 |
|
|
2024
Q3 | $1.26M | Buy |
2,162
+110
| +5% | +$64.3K | 0.34% | 96 |
|
|
2024
Q2 | $1.04M | Sell |
2,052
-50
| -2% | -$25.5K | 0.31% | 106 |
|
|
2024
Q1 | $1.04M | Sell |
2,102
-419
| -17% | -$207K | 0.4% | 80 |
|
|
2023
Q4 | $1.33M | Buy |
2,521
+107
| +4% | +$56.3K | 0.69% | 48 |
|
|
2023
Q3 | $1.22M | Buy |
2,414
+535
| +28% | +$270K | 0.72% | 50 |
|
|
2023
Q2 | $903K | Sell |
1,879
-75
| -4% | -$36K | 0.52% | 69 |
|
|
2023
Q1 | $923K | Sell |
1,954
-413
| -17% | -$195K | 0.54% | 68 |
|
|
2022
Q4 | $1.25M | Buy |
2,367
+273
| +13% | +$145K | 0.74% | 46 |
|
|
2022
Q3 | $1.06M | Sell |
2,094
-462
| -18% | -$233K | 0.69% | 51 |
|
|
2022
Q2 | $1.31M | Sell |
2,556
-31
| -1% | -$15.9K | 0.79% | 42 |
|
|
2022
Q1 | $1.32M | Sell |
2,587
-7
| -0.3% | -$3.57K | 0.68% | 54 |
|
|
2021
Q4 | $1.3M | Sell |
2,594
-91
| -3% | -$45.7K | 0.66% | 57 |
|
|
2021
Q3 | $1.05M | Buy |
2,685
+85
| +3% | +$33.2K | 0.56% | 73 |
|
|
2021
Q2 | $1.04M | Sell |
2,600
-135
| -5% | -$54.1K | 0.45% | 81 |
|
|
2021
Q1 | $1.02M | Sell |
2,735
-27
| -1% | -$10.1K | 0.47% | 76 |
|
|
2020
Q4 | $968K | Buy |
2,762
+51
| +2% | +$17.9K | 0.49% | 75 |
|
|
2020
Q3 | $845K | Sell |
2,711
-3,792
| -58% | -$1.18M | 0.29% | 122 |
|
|
2020
Q2 | $1.92M | Buy |
6,503
+576
| +10% | +$170K | 0.66% | 45 |
|
|
2020
Q1 | $1.48M | Buy |
5,927
+3,008
| +103% | +$750K | 0.65% | 48 |
|
|
2019
Q4 | $858K | Sell |
2,919
-20
| -0.7% | -$5.88K | 0.24% | 154 |
|
|
2019
Q3 | $639K | Buy |
2,939
+125
| +4% | +$27.2K | 0.18% | 175 |
|
|
2019
Q2 | $687K | Sell |
2,814
-4,001
| -59% | -$977K | 0.17% | 176 |
|
|
2019
Q1 | $1.69M | Sell |
6,815
-3,542
| -34% | -$876K | 0.37% | 106 |
|
|
2018
Q4 | $2.58M | Buy |
10,357
+732
| +8% | +$182K | 0.59% | 48 |
|
|
2018
Q3 | $2.56M | Sell |
9,625
-8,128
| -46% | -$2.16M | 0.52% | 59 |
|
|
2018
Q2 | $4.36M | Sell |
17,753
-274
| -2% | -$67.2K | 0.61% | 48 |
|
|
2018
Q1 | $3.86M | Buy |
18,027
+1,161
| +7% | +$248K | 0.5% | 60 |
|
|
2017
Q4 | $3.72M | Buy |
16,866
+4,870
| +41% | +$1.07M | 0.5% | 68 |
|
|
2017
Q3 | $2.35M | Sell |
11,996
-1,440
| -11% | -$282K | 0.33% | 111 |
|
|
2017
Q2 | $2.49M | Sell |
13,436
-2,572
| -16% | -$477K | 0.36% | 97 |
|
|
2017
Q1 | $2.63M | Buy |
16,008
+13,813
| +629% | +$2.27M | 0.37% | 102 |
|
|
2016
Q4 | $351K | Sell |
2,195
-362
| -14% | -$57.9K | 0.05% | 282 |
|
|
2016
Q3 | $358K | Sell |
2,557
-25
| -1% | -$3.5K | 0.05% | 299 |
|
|
2016
Q2 | $365K | Sell |
2,582
-59
| -2% | -$8.34K | 0.05% | 289 |
|
|
2016
Q1 | $340K | Buy |
2,641
+90
| +4% | +$11.6K | 0.04% | 309 |
|
|
2015
Q4 | $300K | Sell |
2,551
-36,834
| -94% | -$4.33M | 0.03% | 302 |
|
|
2015
Q3 | $4.57M | Sell |
39,385
-643
| -2% | -$74.6K | 0.52% | 53 |
|
|
2015
Q2 | $4.88M | Buy |
40,028
+22,673
| +131% | +$2.77M | 0.48% | 58 |
|
|
2015
Q1 | $2.05M | Sell |
17,355
-16,804
| -49% | -$1.99M | 0.29% | 126 |
|
|
2014
Q4 | $3.45M | Buy |
34,159
+4,815
| +16% | +$487K | 0.46% | 61 |
|
|
2014
Q3 | $2.53M | Sell |
29,344
-7,243
| -20% | -$625K | 0.35% | 103 |
|
|
2014
Q2 | $2.99M | Buy |
36,587
+62
| +0.2% | +$5.07K | 0.39% | 76 |
|
|
2014
Q1 | $3M | Buy |
36,525
+16
| +0% | +$1.31K | 0.46% | 62 |
|
|
2013
Q4 | $2.75M | Buy |
36,509
+12
| +0% | +$904 | 0.45% | 65 |
|
|
2013
Q3 | $2.61M | Buy |
36,497
+8,115
| +29% | +$581K | 0.55% | 41 |
|
|
2013
Q2 | $1.86M | Buy |
+28,382
| New | +$1.86M | 0.48% | 56 |
|