Fullerton Fund Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $493K | Sell |
1,580
-576
| -27% | -$180K | 0.02% | 76 |
|
2025
Q1 | $1.13M | Sell |
2,156
-7,218
| -77% | -$3.78M | 0.07% | 53 |
|
2024
Q4 | $4.74M | Hold |
9,374
| – | – | 0.17% | 45 |
|
2024
Q3 | $5.48M | Buy |
9,374
+1,021
| +12% | +$597K | 0.23% | 44 |
|
2024
Q2 | $4.25M | Buy |
8,353
+462
| +6% | +$235K | 0.19% | 43 |
|
2024
Q1 | $3.9M | Sell |
7,891
-6,032
| -43% | -$2.98M | 0.18% | 51 |
|
2023
Q4 | $7.33M | Buy |
13,923
+2,959
| +27% | +$1.56M | 0.43% | 43 |
|
2023
Q3 | $5.53M | Buy |
10,964
+1,306
| +14% | +$658K | 0.39% | 39 |
|
2023
Q2 | $4.64M | Sell |
9,658
-34,622
| -78% | -$16.6M | 0.32% | 46 |
|
2023
Q1 | $20.9M | Sell |
44,280
-35,109
| -44% | -$16.6M | 1.59% | 26 |
|
2022
Q4 | $42.1M | Sell |
79,389
-13,581
| -15% | -$7.2M | 3.13% | 12 |
|
2022
Q3 | $47M | Buy |
92,970
+8,234
| +10% | +$4.16M | 3.49% | 8 |
|
2022
Q2 | $43.5M | Sell |
84,736
-20,597
| -20% | -$10.6M | 2.89% | 14 |
|
2022
Q1 | $53.7M | Buy |
105,333
+101,441
| +2,606% | +$51.7M | 2.84% | 10 |
|
2021
Q4 | $1.95M | Buy |
+3,892
| New | +$1.95M | 0.1% | 53 |
|
2021
Q1 | – | Sell |
-1,412
| Closed | -$495K | – | 93 |
|
2020
Q4 | $495K | Buy |
1,412
+798
| +130% | +$280K | 0.04% | 72 |
|
2020
Q3 | $191K | Buy |
+614
| New | +$191K | 0.03% | 60 |
|