Fort LP’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-427
| Closed | -$211K | – | 152 |
|
|
2024
Q1 | $211K | Sell |
427
-21
| -5% | -$10.7K | 0.53% | 132 |
|
|
2023
Q4 | $236K | Sell |
448
-113
| -20% | -$60.3K | 0.58% | 106 |
|
|
2023
Q3 | $283K | Buy |
561
+24
| +4% | +$11.8K | 0.78% | 38 |
|
|
2023
Q2 | $258K | Sell |
537
-73
| -12% | -$35.7K | 0.68% | 82 |
|
|
2023
Q1 | $288K | Sell |
610
-275
| -31% | -$133K | 0.74% | 64 |
|
|
2022
Q4 | $469K | Sell |
885
-210
| -19% | -$111K | 0.71% | 15 |
|
|
2022
Q3 | $553K | Sell |
1,095
-817
| -43% | -$430K | 0.69% | 13 |
|
|
2022
Q2 | $982K | Sell |
1,912
-1,352
| -41% | -$679K | 0.67% | 8 |
|
|
2022
Q1 | $1.67M | Sell |
3,264
-397
| -11% | -$191K | 0.63% | 12 |
|
|
2021
Q4 | $1.84M | Sell |
3,661
-371
| -9% | -$168K | 0.6% | 24 |
|
|
2021
Q3 | $1.57M | Sell |
4,032
-569
| -12% | -$236K | 0.52% | 56 |
|
|
2021
Q2 | $1.84M | Sell |
4,601
-454
| -9% | -$181K | 0.53% | 47 |
|
|
2021
Q1 | $1.88M | Buy |
5,055
+47
| +0.9% | +$16.3K | 0.53% | 52 |
|
|
2020
Q4 | $1.76M | Buy |
5,008
+929
| +23% | +$311K | 0.52% | 45 |
|
|
2020
Q3 | $1.27M | Buy |
4,079
+360
| +10% | +$111K | 0.53% | 42 |
|
|
2020
Q2 | $1.1M | Sell |
3,719
-6,684
| -64% | -$1.92M | 0.59% | 24 |
|
|
2020
Q1 | $2.59M | Sell |
10,403
-40
| -0.4% | -$11K | 0.58% | 24 |
|
|
2019
Q4 | $3.07M | Buy |
10,443
+257
| +3% | +$67.2K | 0.54% | 21 |
|
|
2019
Q3 | $2.21M | Buy |
10,186
+743
| +8% | +$179K | 0.41% | 129 |
|
|
2019
Q2 | $2.3M | Buy |
9,443
+927
| +11% | +$223K | 0.44% | 123 |
|
|
2019
Q1 | $2.11M | Buy |
8,516
+2,093
| +33% | +$534K | 0.42% | 120 |
|
|
2018
Q4 | $1.6M | Buy |
6,423
+2,742
| +74% | +$724K | 0.38% | 59 |
|
|
2018
Q3 | $979K | Buy |
3,681
+3,196
| +659% | +$831K | 0.22% | 88 |
|
|
2018
Q2 | $119K | Buy |
+485
| New | +$116K | 0.03% | 148 |
|
|
2016
Q1 | – | Sell |
-18,209
| Closed | -$2.14M | – | 59 |
|
|
2015
Q4 | $2.14M | Sell |
18,209
-45,736
| -72% | -$5.35M | 1.02% | 29 |
|
|
2015
Q3 | $7.42M | Sell |
63,945
-45,550
| -42% | -$5.45M | 3.82% | 11 |
|
|
2015
Q2 | $13.4M | Sell |
109,495
-3,953
| -3% | -$468K | 6.94% | 2 |
|
|
2015
Q1 | $13.4M | Buy |
113,448
+42,079
| +59% | +$4.67M | 6.88% | 1 |
|
|
2014
Q4 | $7.21M | Buy |
+71,369
| New | +$6.76M | 5.72% | 3 |
|
Other funds holding UNH
Fort LP's UNH Position: Q2 2024 in Review
Fort LP sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 427 shares — an estimated $211K sold.
Fort LP first reported a position in UNH in Q4 2014 and held it in 29 quarters. The position peaked at $13.4M in Q1 2015. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.
- Fort LP reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
- Fort LP sold 427 UnitedHealth shares in Q2 2024, an estimated $211K.
- Fort LP first reported a position in UnitedHealth in Q4 2014 and held it in 29 quarters.
- Fort LP's UnitedHealth position peaked at $13.4M in Q1 2015.
- 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.
Based on Fort LP's 13F filing for Q2 2024, filed 13 Aug 2024.