Driehaus Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,049
| Closed | -$613K | – | 455 |
|
|
2024
Q3 | $613K | Buy |
+1,049
| New | +$613K | 0.01% | 336 |
|
|
2024
Q1 | – | Sell |
-892
| Closed | -$470K | – | 449 |
|
|
2023
Q4 | $470K | Sell |
892
-419
| -32% | -$221K | 0.01% | 339 |
|
|
2023
Q3 | $661K | Buy |
+1,311
| New | +$661K | 0.01% | 338 |
|
|
2023
Q1 | – | Sell |
-536
| Closed | -$284K | – | 439 |
|
|
2022
Q4 | $284K | Sell |
536
-381
| -42% | -$202K | ﹤0.01% | 320 |
|
|
2022
Q3 | $463K | Buy |
917
+234
| +34% | +$118K | 0.01% | 316 |
|
|
2022
Q2 | $351K | Buy |
683
+73
| +12% | +$37.5K | 0.01% | 318 |
|
|
2022
Q1 | $311K | Buy |
+610
| New | +$311K | ﹤0.01% | 356 |
|
|
2020
Q3 | – | Sell |
-875
| Closed | -$258K | – | 452 |
|
|
2020
Q2 | $258K | Buy |
875
+37
| +4% | +$10.9K | 0.01% | 351 |
|
|
2020
Q1 | $209K | Buy |
+838
| New | +$209K | 0.01% | 383 |
|
|
2019
Q3 | – | Sell |
-2,649
| Closed | -$646K | – | 577 |
|
|
2019
Q2 | $646K | Buy |
2,649
+867
| +49% | +$211K | 0.02% | 341 |
|
|
2019
Q1 | $441K | Sell |
1,782
-48
| -3% | -$11.9K | 0.02% | 328 |
|
|
2018
Q4 | $456K | Sell |
1,830
-23
| -1% | -$5.73K | 0.02% | 337 |
|
|
2018
Q3 | $493K | Sell |
1,853
-282
| -13% | -$75K | 0.02% | 402 |
|
|
2018
Q2 | $524K | Sell |
2,135
-610
| -22% | -$150K | 0.02% | 389 |
|
|
2018
Q1 | $587K | Sell |
2,745
-93
| -3% | -$19.9K | 0.02% | 388 |
|
|
2017
Q4 | $626K | Hold |
2,838
| – | – | 0.02% | 381 |
|
|
2017
Q3 | $556K | Sell |
2,838
-682
| -19% | -$134K | 0.02% | 381 |
|
|
2017
Q2 | $653K | Buy |
3,520
+249
| +8% | +$46.2K | 0.02% | 389 |
|
|
2017
Q1 | $536K | Buy |
3,271
+439
| +16% | +$71.9K | 0.02% | 422 |
|
|
2016
Q4 | $453K | Buy |
+2,832
| New | +$453K | 0.02% | 426 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 623 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 611 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 585 |
|