ESCM
Echo Street Capital Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-500,678
| Closed | -$252M | – | 404 |
|
|
2023
Q3 | $252M | Buy |
500,678
+24,880
| +5% | +$12.5M | 2.35% | 9 |
|
|
2023
Q2 | $229M | Buy |
475,798
+207,625
| +77% | +$99.8M | 1.96% | 15 |
|
|
2023
Q1 | $127M | Sell |
268,173
-14,422
| -5% | -$6.82M | 1.14% | 39 |
|
|
2022
Q4 | $150M | Buy |
282,595
+281,939
| +42,979% | +$149M | 1.45% | 24 |
|
|
2022
Q3 | $331K | Buy |
+656
| New | +$331K | ﹤0.01% | 374 |
|
|
2022
Q2 | – | Sell |
-2,546
| Closed | -$1.3M | – | 723 |
|
|
2022
Q1 | $1.3M | Buy |
2,546
+1,753
| +221% | +$894K | 0.01% | 183 |
|
|
2021
Q4 | $398K | Sell |
793
-809
| -50% | -$406K | ﹤0.01% | 467 |
|
|
2021
Q3 | $626K | Buy |
1,602
+462
| +41% | +$181K | ﹤0.01% | 367 |
|
|
2021
Q2 | $457K | Sell |
1,140
-741
| -39% | -$297K | ﹤0.01% | 394 |
|
|
2021
Q1 | $700K | Buy |
+1,881
| New | +$700K | 0.01% | 233 |
|