Eagle Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $164M | Buy |
267,018
+8,359
| +3% | +$5.15M | 0.84% | 24 |
|
2024
Q2 | $128M | Buy |
258,659
+3,216
| +1% | +$1.59M | 0.69% | 49 |
|
2024
Q1 | $125M | Sell |
255,443
-3,328
| -1% | -$1.63M | 0.63% | 51 |
|
2023
Q4 | $136M | Sell |
258,771
-33,747
| -12% | -$17.8M | 0.73% | 37 |
|
2023
Q3 | $147M | Sell |
292,518
-6,789
| -2% | -$3.42M | 0.87% | 21 |
|
2023
Q2 | $144M | Sell |
299,307
-24,376
| -8% | -$11.7M | 0.8% | 29 |
|
2023
Q1 | $153M | Buy |
323,683
+58,911
| +22% | +$27.8M | 0.9% | 25 |
|
2022
Q4 | $137M | Buy |
264,772
+1,435
| +0.5% | +$744K | 0.84% | 27 |
|
2022
Q3 | $133M | Buy |
263,337
+16,235
| +7% | +$8.2M | 0.87% | 21 |
|
2022
Q2 | $127M | Sell |
247,102
-28,750
| -10% | -$14.8M | 0.8% | 24 |
|
2022
Q1 | $141M | Buy |
275,852
+13,885
| +5% | +$7.08M | 0.72% | 35 |
|
2021
Q4 | $132M | Sell |
261,967
-3,514
| -1% | -$1.77M | 0.58% | 55 |
|
2021
Q3 | $104M | Buy |
265,481
+7,002
| +3% | +$2.74M | 0.47% | 78 |
|
2021
Q2 | $104M | Buy |
258,479
+1,451
| +0.6% | +$581K | 0.44% | 80 |
|
2021
Q1 | $94.3M | Buy |
257,028
+230,165
| +857% | +$84.5M | 0.42% | 87 |
|
2020
Q4 | $9.42M | Sell |
26,863
-54,095
| -67% | -$19M | 0.05% | 299 |
|
2020
Q3 | $24.6M | Buy |
80,958
+40,309
| +99% | +$12.3M | 0.13% | 200 |
|
2020
Q2 | $11.8M | Buy |
40,649
+599
| +1% | +$174K | 0.07% | 254 |
|
2020
Q1 | $9.99M | Buy |
40,050
+164
| +0.4% | +$40.9K | 0.06% | 267 |
|
2019
Q4 | $11.7M | Sell |
39,886
-5,435
| -12% | -$1.6M | 0.06% | 285 |
|
2019
Q3 | $9.85M | Buy |
45,321
+399
| +0.9% | +$86.7K | 0.05% | 312 |
|
2019
Q2 | $11M | Buy |
44,922
+705
| +2% | +$172K | 0.06% | 295 |
|
2019
Q1 | $10.9M | Buy |
44,217
+832
| +2% | +$206K | 0.06% | 294 |
|
2018
Q4 | $10.8M | Sell |
43,385
-1,240
| -3% | -$309K | 0.07% | 281 |
|
2018
Q3 | $11.9M | Buy |
44,625
+583
| +1% | +$155K | 0.06% | 325 |
|
2018
Q2 | $10.8M | Buy |
44,042
+452
| +1% | +$111K | 0.06% | 317 |
|
2018
Q1 | $9.33M | Buy |
43,590
+106
| +0.2% | +$22.7K | 0.05% | 328 |
|
2017
Q4 | $9.77M | Sell |
43,484
-514
| -1% | -$115K | 0.05% | 324 |
|
2017
Q3 | $8.69M | Sell |
43,998
-448
| -1% | -$88.4K | 0.05% | 347 |
|
2017
Q2 | $8.24M | Sell |
44,446
-136
| -0.3% | -$25.2K | 0.05% | 347 |
|
2017
Q1 | $7.31M | Sell |
44,582
-253
| -0.6% | -$41.5K | 0.05% | 367 |
|
2016
Q4 | $7.18M | Buy |
44,835
+19,586
| +78% | +$3.13M | 0.05% | 357 |
|
2016
Q3 | $3.53M | Buy |
25,249
+11,883
| +89% | +$1.66M | 0.02% | 468 |
|
2016
Q2 | $1.89M | Sell |
13,366
-248
| -2% | -$35K | 0.01% | 556 |
|
2016
Q1 | $1.75M | Buy |
13,614
+17
| +0.1% | +$2.19K | 0.01% | 560 |
|
2015
Q4 | $1.6M | Sell |
13,597
-24,601
| -64% | -$2.89M | 0.01% | 566 |
|
2015
Q3 | $4.43M | Sell |
38,198
-3,587
| -9% | -$416K | 0.03% | 431 |
|
2015
Q2 | $5.1M | Sell |
41,785
-391
| -0.9% | -$47.7K | 0.03% | 422 |
|
2015
Q1 | $4.99M | Sell |
42,176
-616
| -1% | -$72.9K | 0.03% | 430 |
|
2014
Q4 | $4.33M | Sell |
42,792
-21,553
| -33% | -$2.18M | 0.02% | 445 |
|
2014
Q3 | $5.55M | Sell |
64,345
-4,350
| -6% | -$375K | 0.03% | 414 |
|
2014
Q2 | $5.62M | Sell |
68,695
-983
| -1% | -$80.3K | 0.03% | 437 |
|
2014
Q1 | $5.71M | Sell |
69,678
-852
| -1% | -$69.8K | 0.03% | 455 |
|
2013
Q4 | $5.31M | Sell |
70,530
-66,401
| -48% | -$5M | 0.03% | 429 |
|
2013
Q3 | $9.86M | Sell |
136,931
-3,544
| -3% | -$255K | 0.05% | 369 |
|
2013
Q2 | $9.2M | Buy |
+140,475
| New | +$9.2M | 0.06% | 357 |
|