Friess Associates’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-710
| Closed | -$362K | – | 85 |
|
|
2022
Q1 | $362K | Buy |
+710
| New | +$362K | 0.19% | 83 |
|
|
2020
Q2 | – | Sell |
-55,000
| Closed | -$13.7M | – | 131 |
|
|
2020
Q1 | $13.7M | Buy |
+55,000
| New | +$13.7M | 1.37% | 33 |
|
|
2019
Q2 | – | Sell |
-66,828
| Closed | -$16.5M | – | 141 |
|
|
2019
Q1 | $16.5M | Buy |
66,828
+7,653
| +13% | +$1.89M | 1.21% | 41 |
|
|
2018
Q4 | $14.7M | Buy |
+59,175
| New | +$14.7M | 1.26% | 41 |
|
|
2017
Q1 | – | Sell |
-82,590
| Closed | -$13.2M | – | 162 |
|
|
2016
Q4 | $13.2M | Sell |
82,590
-39,781
| -33% | -$6.37M | 1.3% | 42 |
|
|
2016
Q3 | $17.1M | Hold |
122,371
| – | – | 1.66% | 19 |
|
|
2016
Q2 | $17.3M | Hold |
122,371
| – | – | 1.77% | 17 |
|
|
2016
Q1 | $15.8M | Buy |
122,371
+15
| +0% | +$1.93K | 1.58% | 25 |
|
|
2015
Q4 | $14.4M | Buy |
122,356
+28,800
| +31% | +$3.39M | 1.34% | 40 |
|
|
2015
Q3 | $10.9M | Hold |
93,556
| – | – | 1.01% | 51 |
|
|
2015
Q2 | $11.4M | Hold |
93,556
| – | – | 0.95% | 55 |
|
|
2015
Q1 | $11.1M | Sell |
93,556
-2,720
| -3% | -$322K | 0.89% | 54 |
|
|
2014
Q4 | $9.73M | Buy |
96,276
+1,625
| +2% | +$164K | 0.78% | 53 |
|
|
2014
Q3 | $8.16M | Sell |
94,651
-68,046
| -42% | -$5.87M | 0.7% | 56 |
|
|
2014
Q2 | $13.3M | Sell |
162,697
-158,763
| -49% | -$13M | 1.08% | 44 |
|
|
2014
Q1 | $26.4M | Buy |
321,460
+320,000
| +21,918% | +$26.2M | 2.06% | 12 |
|
|
2013
Q4 | $110K | Buy |
1,460
+60
| +4% | +$4.52K | 0.01% | 122 |
|
|
2013
Q3 | $100K | Hold |
1,400
| – | – | 0.01% | 115 |
|
|
2013
Q2 | $92K | Buy |
+1,400
| New | +$92K | 0.01% | 123 |
|