Duff & Phelps Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,124
| Closed | -$1.08M | – | 226 |
|
|
2024
Q2 | $1.08M | Sell |
2,124
-8,549
| -80% | -$4.19M | 0.01% | 147 |
|
|
2024
Q1 | $5.28M | Buy |
10,673
+350
| +3% | +$178K | 0.06% | 137 |
|
|
2023
Q4 | $5.43M | Buy |
10,323
+80
| +0.8% | +$42.7K | 0.07% | 134 |
|
|
2023
Q3 | $5.16M | Buy |
10,243
+9
| +0.1% | +$4.43K | 0.07% | 137 |
|
|
2023
Q2 | $4.92M | Hold |
10,234
| – | – | 0.06% | 136 |
|
|
2023
Q1 | $4.84M | Buy |
10,234
+100
| +1% | +$48.3K | 0.06% | 137 |
|
|
2022
Q4 | $5.37M | Hold |
10,134
| – | – | 0.07% | 137 |
|
|
2022
Q3 | $5.12M | Buy |
10,134
+13
| +0.1% | +$6.84K | 0.06% | 138 |
|
|
2022
Q2 | $5.2M | Buy |
10,121
+100
| +1% | +$50.2K | 0.06% | 111 |
|
|
2022
Q1 | $5.11M | Buy |
10,021
+10
| +0.1% | +$4.82K | 0.06% | 115 |
|
|
2021
Q4 | $5.03M | Buy |
10,011
+76
| +0.8% | +$34.4K | 0.06% | 117 |
|
|
2021
Q3 | $3.88M | Sell |
9,935
-225
| -2% | -$93.2K | 0.05% | 120 |
|
|
2021
Q2 | $4.07M | Sell |
10,160
-880
| -8% | -$351K | 0.05% | 123 |
|
|
2021
Q1 | $4.11M | Hold |
11,040
| – | – | 0.06% | 123 |
|
|
2020
Q4 | $3.87M | Sell |
11,040
-50
| -0.5% | -$16.8K | 0.06% | 123 |
|
|
2020
Q3 | $3.46M | Hold |
11,090
| – | – | 0.05% | 125 |
|
|
2020
Q2 | $3.27M | Buy |
11,090
+250
| +2% | +$71.6K | 0.05% | 122 |
|
|
2020
Q1 | $2.7M | Buy |
10,840
+240
| +2% | +$66K | 0.05% | 116 |
|
|
2019
Q4 | $3.12M | Buy |
10,600
+150
| +1% | +$39.2K | 0.04% | 133 |
|
|
2019
Q3 | $2.27M | Hold |
10,450
| – | – | 0.03% | 141 |
|
|
2019
Q2 | $2.55M | Hold |
10,450
| – | – | 0.04% | 144 |
|
|
2019
Q1 | $2.58M | Buy |
10,450
+455
| +5% | +$116K | 0.04% | 153 |
|
|
2018
Q4 | $2.49M | Hold |
9,995
| – | – | 0.04% | 149 |
|
|
2018
Q3 | $2.66M | Sell |
9,995
-260
| -3% | -$67.6K | 0.04% | 154 |
|
|
2018
Q2 | $2.52M | Sell |
10,255
-210
| -2% | -$50.4K | 0.04% | 156 |
|
|
2018
Q1 | $2.24M | Sell |
10,465
-250
| -2% | -$57.1K | 0.04% | 160 |
|
|
2017
Q4 | $2.36M | Sell |
10,715
-125
| -1% | -$26.5K | 0.03% | 167 |
|
|
2017
Q3 | $2.12M | Buy |
10,840
+25
| +0.2% | +$4.83K | 0.03% | 175 |
|
|
2017
Q2 | $2M | Sell |
10,815
-700
| -6% | -$123K | 0.03% | 178 |
|
|
2017
Q1 | $1.89M | Sell |
11,515
-270
| -2% | -$44.2K | 0.03% | 189 |
|
|
2016
Q4 | $1.89M | Sell |
11,785
-330
| -3% | -$49.3K | 0.03% | 186 |
|
|
2016
Q3 | $1.7M | Sell |
12,115
-150
| -1% | -$21K | 0.02% | 187 |
|
|
2016
Q2 | $1.73M | Sell |
12,265
-370
| -3% | -$49.3K | 0.03% | 167 |
|
|
2016
Q1 | $1.63M | Sell |
12,635
-3,080
| -20% | -$364K | 0.03% | 164 |
|
|
2015
Q4 | $1.85M | Sell |
15,715
-770
| -5% | -$90K | 0.03% | 167 |
|
|
2015
Q3 | $1.91M | Sell |
16,485
-680
| -4% | -$81.4K | 0.03% | 162 |
|
|
2015
Q2 | $2.09M | Hold |
17,165
| – | – | 0.03% | 169 |
|
|
2015
Q1 | $2.03M | Sell |
17,165
-1,020
| -6% | -$113K | 0.03% | 167 |
|
|
2014
Q4 | $1.84M | Sell |
18,185
-1,230
| -6% | -$117K | 0.03% | 175 |
|
|
2014
Q3 | $1.68M | Sell |
19,415
-1,030
| -5% | -$87K | 0.02% | 176 |
|
|
2014
Q2 | $1.67M | Hold |
20,445
| – | – | 0.03% | 165 |
|
|
2014
Q1 | $1.68M | Sell |
20,445
-630
| -3% | -$47.4K | 0.03% | 157 |
|
|
2013
Q4 | $1.59M | Buy |
21,075
+550
| +3% | +$39.5K | 0.03% | 164 |
|
|
2013
Q3 | $1.47M | Hold |
20,525
| – | – | 0.03% | 179 |
|
|
2013
Q2 | $1.34M | Buy |
+20,525
| New | +$1.28M | 0.02% | 181 |
|
Other funds holding UNH
