DSC Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,245
| Closed | -$629K | – | 87 |
|
|
2022
Q3 | $629K | Sell |
1,245
-522
| -30% | -$274K | 0.65% | 26 |
|
|
2022
Q2 | $908K | Buy |
1,767
+12
| +0.7% | +$6.03K | 0.91% | 19 |
|
|
2022
Q1 | $895K | Buy |
1,755
+814
| +87% | +$393K | 0.31% | 29 |
|
|
2021
Q4 | $473K | Sell |
941
-100
| -10% | -$45.3K | 0.37% | 33 |
|
|
2021
Q3 | $407K | Buy |
1,041
+59
| +6% | +$24.4K | 0.41% | 39 |
|
|
2021
Q2 | $393K | Sell |
982
-467
| -32% | -$186K | 0.28% | 43 |
|
|
2021
Q1 | $539K | Buy |
1,449
+536
| +59% | +$186K | 0.33% | 36 |
|
|
2020
Q4 | $320K | Sell |
913
-185
| -17% | -$62K | 0.26% | 39 |
|
|
2020
Q3 | $342K | Buy |
1,098
+402
| +58% | +$123K | 0.23% | 33 |
|
|
2020
Q2 | $205K | Buy |
+696
| New | +$199K | 0.22% | 32 |
|
|
2020
Q1 | – | Sell |
-2,597
| Closed | -$763K | – | 75 |
|
|
2019
Q4 | $763K | Buy |
2,597
+472
| +22% | +$123K | 0.37% | 33 |
|
|
2019
Q3 | $462K | Buy |
2,125
+357
| +20% | +$86.1K | 0.09% | 54 |
|
|
2019
Q2 | $431K | Sell |
1,768
-184
| -9% | -$44.3K | 0.08% | 49 |
|
|
2019
Q1 | $483K | Buy |
1,952
+7
| +0.4% | +$1.78K | 0.09% | 46 |
|
|
2018
Q4 | $485K | Sell |
1,945
-401
| -17% | -$106K | 0.06% | 46 |
|
|
2018
Q3 | $624K | Buy |
2,346
+228
| +11% | +$59.3K | 0.08% | 48 |
|
|
2018
Q2 | $520K | Sell |
2,118
-128
| -6% | -$30.7K | 0.08% | 61 |
|
|
2018
Q1 | $481K | Buy |
2,246
+368
| +20% | +$84.1K | 0.1% | 55 |
|
|
2017
Q4 | $414K | Buy |
1,878
+2
| +0.1% | +$424 | 0.24% | 49 |
|
|
2017
Q3 | $367K | Buy |
1,876
+17
| +0.9% | +$3.28K | 0.12% | 50 |
|
|
2017
Q2 | $345K | Buy |
1,859
+292
| +19% | +$51.2K | 0.11% | 46 |
|
|
2017
Q1 | $257K | Sell |
1,567
-115
| -7% | -$18.8K | 0.18% | 39 |
|
|
2016
Q4 | $269K | Sell |
1,682
-423
| -20% | -$63.2K | 0.15% | 43 |
|
|
2016
Q3 | $295K | Sell |
2,105
-530
| -20% | -$74.2K | 0.18% | 43 |
|
|
2016
Q2 | $372K | Sell |
2,635
-15
| -0.6% | -$2K | 0.23% | 37 |
|
|
2016
Q1 | $341K | Sell |
2,650
-1,012
| -28% | -$120K | 0.2% | 44 |
|
|
2015
Q4 | $431K | Buy |
3,662
+956
| +35% | +$112K | 0.23% | 42 |
|
|
2015
Q3 | $314K | Sell |
2,706
-569
| -17% | -$68.1K | 0.15% | 53 |
|
|
2015
Q2 | $400K | Sell |
3,275
-20,225
| -86% | -$2.39M | 0.21% | 48 |
|
|
2015
Q1 | $2.78M | Hold |
23,500
| – | – | 1.48% | 21 |
|
|
2014
Q4 | $2.38M | Hold |
23,500
| – | – | 1.38% | 19 |
|
|
2014
Q3 | $2.03M | Hold |
23,500
| – | – | 1.02% | 26 |
|
|
2014
Q2 | $1.92M | Hold |
23,500
| – | – | 1.03% | 22 |
|
|
2014
Q1 | $1.93M | Hold |
23,500
| – | – | 0.95% | 27 |
|
|
2013
Q4 | $1.77M | Hold |
23,500
| – | – | 0.86% | 27 |
|
|
2013
Q3 | $1.68M | Hold |
23,500
| – | – | 1.07% | 21 |
|
|
2013
Q2 | $1.54M | Buy |
+23,500
| New | +$1.46M | 1.02% | 21 |
|
Other funds holding UNH
DSC Advisors's UNH Position: Q4 2022 in Review
DSC Advisors sold out of UnitedHealth (UNH) in Q4 2022, closing a stake of 1,245 shares — an estimated $629K sold.
DSC Advisors first reported a position in UNH in Q2 2013 and held it in 37 quarters. The position peaked at $2.78M in Q1 2015. 3,156 funds tracked by Wall St. Rank hold UNH as of Q4 2022.
- DSC Advisors reported no remaining UnitedHealth position as of Q4 2022 after selling out during the quarter.
- DSC Advisors sold 1,245 UnitedHealth shares in Q4 2022, an estimated $629K.
- DSC Advisors first reported a position in UnitedHealth in Q2 2013 and held it in 37 quarters.
- DSC Advisors's UnitedHealth position peaked at $2.78M in Q1 2015.
- 3,156 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.
Based on DSC Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.