Fiduciary Trust International’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-906
| Closed | -$226K | – | 553 |
|
|
2018
Q4 | $226K | Buy |
+906
| New | +$226K | 0.07% | 98 |
|
|
2017
Q4 | – | Sell |
-3,213
| Closed | -$629K | – | 114 |
|
|
2017
Q3 | $629K | Hold |
3,213
| – | – | 0.16% | 63 |
|
|
2017
Q2 | $596K | Buy |
3,213
+15
| +0.5% | +$2.78K | 0.15% | 57 |
|
|
2017
Q1 | $525K | Hold |
3,198
| – | – | 0.18% | 50 |
|
|
2016
Q4 | $512K | Buy |
3,198
+498
| +18% | +$79.7K | 0.18% | 49 |
|
|
2016
Q3 | $378K | Hold |
2,700
| – | – | 0.32% | 35 |
|
|
2016
Q2 | $381K | Sell |
2,700
-2,200
| -45% | -$310K | 0.12% | 55 |
|
|
2016
Q1 | $632K | Hold |
4,900
| – | – | 0.21% | 44 |
|
|
2015
Q4 | $576K | Hold |
4,900
| – | – | 0.19% | 55 |
|
|
2015
Q3 | $568K | Hold |
4,900
| – | – | 0.19% | 56 |
|
|
2015
Q2 | $598K | Hold |
4,900
| – | – | 0.19% | 58 |
|
|
2015
Q1 | $580K | Sell |
4,900
-1,076
| -18% | -$127K | 0.17% | 61 |
|
|
2014
Q4 | $604K | Buy |
5,976
+1,076
| +22% | +$109K | 0.17% | 68 |
|
|
2014
Q3 | $423K | Hold |
4,900
| – | – | 0.12% | 81 |
|
|
2014
Q2 | $401K | Sell |
4,900
-136
| -3% | -$11.1K | 0.12% | 80 |
|
|
2014
Q1 | $413K | Sell |
5,036
-799
| -14% | -$65.5K | 0.12% | 86 |
|
|
2013
Q4 | $439K | Sell |
5,835
-1,897
| -25% | -$143K | 0.12% | 72 |
|
|
2013
Q3 | $554K | Buy |
7,732
+2,196
| +40% | +$157K | 0.19% | 65 |
|
|
2013
Q2 | $362K | Buy |
+5,536
| New | +$362K | 0.14% | 76 |
|