Essex Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-77
| Closed | -$23K | – | 504 |
|
|
2020
Q2 | $23K | Buy |
+77
| New | +$23K | ﹤0.01% | 364 |
|
|
2019
Q3 | – | Sell |
-2,500
| Closed | -$610K | – | 505 |
|
|
2019
Q2 | $610K | Hold |
2,500
| – | – | 0.08% | 282 |
|
|
2019
Q1 | $618K | Sell |
2,500
-913
| -27% | -$226K | 0.09% | 244 |
|
|
2018
Q4 | $850K | Hold |
3,413
| – | – | 0.13% | 212 |
|
|
2018
Q3 | $908K | Hold |
3,413
| – | – | 0.11% | 247 |
|
|
2018
Q2 | $837K | Hold |
3,413
| – | – | 0.1% | 239 |
|
|
2018
Q1 | $730K | Hold |
3,413
| – | – | 0.1% | 244 |
|
|
2017
Q4 | $752K | Hold |
3,413
| – | – | 0.1% | 240 |
|
|
2017
Q3 | $668K | Hold |
3,413
| – | – | 0.09% | 244 |
|
|
2017
Q2 | $633K | Hold |
3,413
| – | – | 0.09% | 239 |
|
|
2017
Q1 | $560K | Hold |
3,413
| – | – | 0.09% | 258 |
|
|
2016
Q4 | $546K | Sell |
3,413
-11,817
| -78% | -$1.89M | 0.09% | 237 |
|
|
2016
Q3 | $2.13M | Sell |
15,230
-27
| -0.2% | -$3.78K | 0.34% | 73 |
|
|
2016
Q2 | $2.15M | Sell |
15,257
-766
| -5% | -$108K | 0.36% | 73 |
|
|
2016
Q1 | $2.07M | Sell |
16,023
-868
| -5% | -$112K | 0.35% | 67 |
|
|
2015
Q4 | $1.99M | Buy |
16,891
+42
| +0.2% | +$4.94K | 0.31% | 72 |
|
|
2015
Q3 | $1.96M | Hold |
16,849
| – | – | 0.32% | 68 |
|
|
2015
Q2 | $2.06M | Sell |
16,849
-779
| -4% | -$95.1K | 0.31% | 83 |
|
|
2015
Q1 | $2.09M | Buy |
17,628
+5,600
| +47% | +$662K | 0.29% | 87 |
|
|
2014
Q4 | $1.22M | Sell |
12,028
-4,000
| -25% | -$404K | 0.18% | 134 |
|
|
2014
Q3 | $1.38M | Hold |
16,028
| – | – | 0.21% | 116 |
|
|
2014
Q2 | $1.31M | Hold |
16,028
| – | – | 0.19% | 144 |
|
|
2014
Q1 | $1.31M | Sell |
16,028
-1,132
| -7% | -$92.8K | 0.19% | 163 |
|
|
2013
Q4 | $1.29M | Sell |
17,160
-81
| -0.5% | -$6.1K | 0.18% | 160 |
|
|
2013
Q3 | $1.24M | Sell |
17,241
-3,444
| -17% | -$247K | 0.19% | 147 |
|
|
2013
Q2 | $1.35M | Buy |
+20,685
| New | +$1.35M | 0.24% | 117 |
|