Epoch Investment Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.1M | Sell |
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|
2025
Q1 | $319M | Sell |
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|
2024
Q4 | $361M | Sell |
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|
2024
Q3 | $457M | Sell |
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|
2024
Q2 | $441M | Buy |
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|
2024
Q1 | $387M | Sell |
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|
2023
Q4 | $480M | Buy |
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|
2023
Q3 | $275M | Buy |
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|
2023
Q2 | $242M | Buy |
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|
2023
Q1 | $237M | Sell |
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|
2022
Q4 | $272M | Buy |
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|
2022
Q3 | $233M | Sell |
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|
2022
Q2 | $240M | Sell |
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|
2022
Q1 | $256M | Buy |
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|
2021
Q4 | $233M | Sell |
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|
2021
Q3 | $188M | Sell |
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|
2021
Q2 | $197M | Sell |
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|
2021
Q1 | $264M | Sell |
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|
2020
Q4 | $264M | Sell |
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|
2020
Q3 | $375M | Sell |
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|
2020
Q2 | $395M | Sell |
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|
2020
Q1 | $390M | Sell |
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|
2019
Q4 | $537M | Buy |
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|
2019
Q3 | $379M | Buy |
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|
2019
Q2 | $378M | Buy |
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|
2019
Q1 | $360M | Sell |
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|
2018
Q4 | $449M | Sell |
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|
2018
Q3 | $543M | Sell |
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|
2018
Q2 | $570K | Sell |
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|
2018
Q1 | $549M | Sell |
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|
2017
Q4 | $566M | Sell |
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|
2017
Q3 | $511M | Buy |
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|
2017
Q2 | $483M | Buy |
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|
2017
Q1 | $331M | Sell |
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|
2016
Q4 | $385M | Sell |
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|
2016
Q3 | $493M | Sell |
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|
2016
Q2 | $575M | Sell |
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|
2016
Q1 | $564M | Sell |
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|
2015
Q4 | $561M | Sell |
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|
2015
Q3 | $563M | Sell |
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|
2015
Q2 | $608M | Sell |
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|
2015
Q1 | $677M | Sell |
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|
2014
Q4 | $695M | Buy |
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|
2014
Q3 | $561M | Sell |
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|
2014
Q2 | $536M | Buy |
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|
2014
Q1 | $425M | Buy |
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|
2013
Q4 | $233M | Sell |
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|
2013
Q3 | $235M | Sell |
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|
2013
Q2 | $398M | Buy |
|