Gamble Jones Investment Counsel’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $5.31M | Sell |
10,009
-800
| -7% | -$424K | 0.4% | 52 |
|
|
2022
Q3 | $5.46M | Sell |
10,809
-225
| -2% | -$118K | 0.44% | 47 |
|
|
2022
Q2 | $5.67M | Hold |
11,034
| – | – | 0.42% | 47 |
|
|
2022
Q1 | $5.63M | Sell |
11,034
-100
| -0.9% | -$48.2K | 0.35% | 58 |
|
|
2021
Q4 | $5.59M | Sell |
11,134
-8
| -0.1% | -$3.62K | 0.33% | 63 |
|
|
2021
Q3 | $4.35M | Sell |
11,142
-121
| -1% | -$50.1K | 0.29% | 66 |
|
|
2021
Q2 | $4.51M | Sell |
11,263
-100
| -0.9% | -$39.9K | 0.29% | 67 |
|
|
2021
Q1 | $4.23M | Sell |
11,363
-105
| -0.9% | -$36.4K | 0.28% | 67 |
|
|
2020
Q4 | $4.02M | Hold |
11,468
| – | – | 0.27% | 65 |
|
|
2020
Q3 | $3.58M | Buy |
11,468
+110
| +1% | +$33.8K | 0.26% | 66 |
|
|
2020
Q2 | $3.35M | Sell |
11,358
-285
| -2% | -$81.7K | 0.27% | 61 |
|
|
2020
Q1 | $2.9M | Sell |
11,643
-114
| -1% | -$31.4K | 0.27% | 64 |
|
|
2019
Q4 | $3.46M | Sell |
11,757
-445
| -4% | -$116K | 0.27% | 68 |
|
|
2019
Q3 | $2.65M | Sell |
12,202
-467
| -4% | -$113K | 0.22% | 77 |
|
|
2019
Q2 | $3.09M | Sell |
12,669
-600
| -5% | -$144K | 0.26% | 65 |
|
|
2019
Q1 | $3.28M | Sell |
13,269
-262
| -2% | -$66.8K | 0.29% | 61 |
|
|
2018
Q4 | $3.37M | Buy |
13,531
+285
| +2% | +$75.3K | 0.34% | 59 |
|
|
2018
Q3 | $3.52M | Buy |
13,246
+112
| +0.9% | +$29.1K | 0.33% | 64 |
|
|
2018
Q2 | $3.22M | Sell |
13,134
-50
| -0.4% | -$12K | 0.32% | 66 |
|
|
2018
Q1 | $2.82M | Buy |
13,184
+100
| +0.8% | +$22.8K | 0.28% | 71 |
|
|
2017
Q4 | $2.88M | Sell |
13,084
-650
| -5% | -$138K | 0.27% | 71 |
|
|
2017
Q3 | $2.69M | Sell |
13,734
-62
| -0.4% | -$12K | 0.28% | 72 |
|
|
2017
Q2 | $2.56M | Buy |
13,796
+117
| +0.9% | +$20.5K | 0.27% | 71 |
|
|
2017
Q1 | $2.24M | Sell |
13,679
-724
| -5% | -$119K | 0.24% | 78 |
|
|
2016
Q4 | $2.31M | Sell |
14,403
-2,148
| -13% | -$321K | 0.26% | 78 |
|
|
2016
Q3 | $2.32M | Sell |
16,551
-422
| -2% | -$59.1K | 0.25% | 76 |
|
|
2016
Q2 | $2.4M | Sell |
16,973
-722
| -4% | -$96.3K | 0.26% | 72 |
|
|
2016
Q1 | $2.28M | Sell |
17,695
-607
| -3% | -$71.8K | 0.25% | 74 |
|
|
2015
Q4 | $2.15M | Sell |
18,302
-1,186
| -6% | -$139K | 0.24% | 77 |
|
|
2015
Q3 | $2.26M | Sell |
19,488
-2,359
| -11% | -$282K | 0.26% | 75 |
|
|
2015
Q2 | $2.67M | Buy |
21,847
+628
| +3% | +$74.3K | 0.28% | 69 |
|
|
2015
Q1 | $2.51M | Sell |
21,219
-528
| -2% | -$58.6K | 0.26% | 73 |
|
|
2014
Q4 | $2.2M | Sell |
21,747
-400
| -2% | -$37.9K | 0.23% | 80 |
|
|
2014
Q3 | $1.91M | Sell |
22,147
-597
| -3% | -$50.4K | 0.21% | 82 |
|
|
2014
Q2 | $1.86M | Sell |
22,744
-373
| -2% | -$29.3K | 0.21% | 85 |
|
|
2014
Q1 | $1.9M | Sell |
23,117
-431
| -2% | -$32.4K | 0.22% | 82 |
|
|
2013
Q4 | $1.77M | Sell |
23,548
-1,224
| -5% | -$87.9K | 0.21% | 85 |
|
|
2013
Q3 | $1.77M | Sell |
24,772
-66
| -0.3% | -$4.72K | 0.23% | 78 |
|
|
2013
Q2 | $1.63M | Buy |
+24,838
| New | +$1.55M | 0.21% | 76 |
|
Other funds holding UNH
Gamble Jones Investment Counsel's UNH Position: Q4 2022 in Review
Gamble Jones Investment Counsel reduced its UnitedHealth (UNH) stake by 7.4% in Q4 2022, selling an estimated $424K and leaving 10,009 shares worth $5.31M. The position accounts for 0.4% of the portfolio, ranked #52.
Gamble Jones Investment Counsel first reported a position in UNH in Q2 2013 and has held it in 39 quarters since. The position peaked at $5.67M in Q2 2022. 3,157 funds tracked by Wall St. Rank hold UNH as of Q4 2022.
- Gamble Jones Investment Counsel held 10,009 shares of UnitedHealth worth $5.31M as of Q4 2022.
- Gamble Jones Investment Counsel sold 800 UnitedHealth shares in Q4 2022, an estimated $424K.
- UnitedHealth made up 0.4% of Gamble Jones Investment Counsel's portfolio in Q4 2022, its #52 holding.
- Gamble Jones Investment Counsel first reported a position in UnitedHealth in Q2 2013 and has held it in 39 quarters since.
- Gamble Jones Investment Counsel's UnitedHealth position peaked at $5.67M in Q2 2022.
- 3,157 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.
Based on Gamble Jones Investment Counsel's 13F filing for Q4 2022, filed 8 Feb 2023.