DCP
Distillate Capital Partners’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.8M | Buy |
143,717
+12,040
| +9% | +$3.76M | 2.4% | 1 |
|
|
2025
Q1 | $69M | Sell |
131,677
-12,184
| -8% | -$6.38M | 3.53% | 1 |
|
|
2024
Q4 | $72.8M | Buy |
143,861
+23,635
| +20% | +$12M | 3.58% | 1 |
|
|
2024
Q3 | $70.3M | Sell |
120,226
-9,460
| -7% | -$5.53M | 3.52% | 3 |
|
|
2024
Q2 | $66M | Buy |
129,686
+129,663
| +563,752% | +$66M | 3.49% | 1 |
|
|
2024
Q1 | $11.4K | Hold |
23
| – | – | 1.91% | 41 |
|
|
2023
Q4 | $12.1K | Hold |
23
| – | – | 2.63% | 27 |
|
|
2023
Q3 | $11.6K | Buy |
+23
| New | +$11.6K | 2.93% | 33 |
|
|
2022
Q4 | – | Sell |
-29,490
| Closed | -$15.2M | – | 168 |
|
|
2022
Q3 | $15.2M | Sell |
29,490
-10,079
| -25% | -$5.18M | 2.03% | 5 |
|
|
2022
Q2 | $20.3M | Buy |
39,569
+6,055
| +18% | +$3.11M | 2.9% | 2 |
|
|
2022
Q1 | $17.1M | Sell |
33,514
-407
| -1% | -$208K | 2.43% | 3 |
|
|
2021
Q4 | $17M | Buy |
33,921
+11,130
| +49% | +$5.59M | 2.86% | 2 |
|
|
2021
Q3 | $8.91M | Buy |
22,791
+4,253
| +23% | +$1.66M | 2.37% | 3 |
|
|
2021
Q2 | $7.42M | Sell |
18,538
-573
| -3% | -$229K | 2.06% | 6 |
|
|
2021
Q1 | $7.11M | Buy |
19,111
+4,486
| +31% | +$1.67M | 2.3% | 3 |
|
|
2020
Q4 | $5.05M | Buy |
+14,625
| New | +$5.05M | 2.41% | 3 |
|