Daiwa SB Investments’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $8.14M | Sell |
32,920
-1,140
| -3% | -$282K | 1.61% | 30 |
|
|
2018
Q4 | $8.49M | Buy |
34,060
+610
| +2% | +$152K | 1.96% | 19 |
|
|
2018
Q3 | $8.9M | Buy |
33,450
+460
| +1% | +$122K | 1.76% | 22 |
|
|
2018
Q2 | $8.09M | Buy |
32,990
+150
| +0.5% | +$36.8K | 1.97% | 18 |
|
|
2018
Q1 | $7.03M | Sell |
32,840
-1,620
| -5% | -$347K | 2.04% | 18 |
|
|
2017
Q4 | $7.6M | Sell |
34,460
-17,500
| -34% | -$3.86M | 2% | 21 |
|
|
2017
Q3 | $10.2M | Buy |
51,960
+650
| +1% | +$127K | 2.82% | 11 |
|
|
2017
Q2 | $9.51M | Buy |
51,310
+1,860
| +4% | +$345K | 2.6% | 15 |
|
|
2017
Q1 | $8.11M | Sell |
49,450
-220
| -0.4% | -$36.1K | 2.18% | 21 |
|
|
2016
Q4 | $7.95M | Buy |
49,670
+5,570
| +13% | +$891K | 2.09% | 23 |
|
|
2016
Q3 | $6.17M | Buy |
44,100
+100
| +0.2% | +$14K | 1.59% | 29 |
|
|
2016
Q2 | $6.18M | Buy |
+44,000
| New | +$6.18M | 1.79% | 28 |
|
|
2015
Q4 | – | Sell |
-2,560
| Closed | -$297K | – | 173 |
|
|
2015
Q3 | $297K | Hold |
2,560
| – | – | 0.07% | 127 |
|
|
2015
Q2 | $312K | Hold |
2,560
| – | – | 0.06% | 142 |
|
|
2015
Q1 | $303K | Sell |
2,560
-300
| -10% | -$35.5K | 0.05% | 134 |
|
|
2014
Q4 | $289K | Hold |
2,860
| – | – | 0.05% | 125 |
|
|
2014
Q3 | $247K | Sell |
2,860
-32,587
| -92% | -$2.81M | 0.03% | 116 |
|
|
2014
Q2 | $2.9M | Sell |
35,447
-1,004
| -3% | -$82.1K | 0.37% | 73 |
|
|
2014
Q1 | $2.99M | Sell |
36,451
-2,578
| -7% | -$211K | 0.36% | 70 |
|
|
2013
Q4 | $2.94M | Sell |
39,029
-3,036
| -7% | -$229K | 0.33% | 47 |
|
|
2013
Q3 | $3.01M | Buy |
42,065
+114
| +0.3% | +$8.16K | 0.34% | 47 |
|
|
2013
Q2 | $2.75M | Buy |
+41,951
| New | +$2.75M | 0.47% | 51 |
|