Girard Partners’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 | $12.9M | Sell |
25,391
-403
| -2% | -$198K | 1.22% | 18 |
|
|
2024
Q1 | $12.8M | Sell |
25,794
-2,195
| -8% | -$1.12M | 1.2% | 17 |
|
|
2023
Q4 | $14.7M | Sell |
27,989
-856
| -3% | -$457K | 1.5% | 15 |
|
|
2023
Q3 | $14.5M | Sell |
28,845
-2,039
| -7% | -$1M | 1.64% | 13 |
|
|
2023
Q2 | $14.8M | Sell |
30,884
-62
| -0.2% | -$30.3K | 1.57% | 14 |
|
|
2023
Q1 | $14.6M | Buy |
30,946
+1,330
| +4% | +$642K | 1.62% | 14 |
|
|
2022
Q4 | $15.7M | Buy |
29,616
+1,422
| +5% | +$753K | 1.78% | 9 |
|
|
2022
Q3 | $14.2M | Buy |
28,194
+1,914
| +7% | +$1.01M | 1.89% | 9 |
|
|
2022
Q2 | $13.5M | Sell |
26,280
-1,219
| -4% | -$612K | 1.72% | 13 |
|
|
2022
Q1 | $14M | Buy |
27,499
+1,174
| +4% | +$566K | 1.53% | 14 |
|
|
2021
Q4 | $13.2M | Sell |
26,325
-1,095
| -4% | -$496K | 1.44% | 14 |
|
|
2021
Q3 | $10.7M | Sell |
27,420
-1,113
| -4% | -$461K | 1.35% | 16 |
|
|
2021
Q2 | $11.4M | Sell |
28,533
-3,560
| -11% | -$1.42M | 1.47% | 14 |
|
|
2021
Q1 | $11.9M | Sell |
32,093
-57
| -0.2% | -$19.8K | 1.72% | 10 |
|
|
2020
Q4 | $11.3M | Sell |
32,150
-114
| -0.4% | -$38.2K | 1.74% | 10 |
|
|
2020
Q3 | $10.1M | Sell |
32,264
-1,854
| -5% | -$569K | 1.68% | 12 |
|
|
2020
Q2 | $10.1M | Sell |
34,118
-3,056
| -8% | -$876K | 1.82% | 12 |
|
|
2020
Q1 | $9.27M | Sell |
37,174
-922
| -2% | -$254K | 1.85% | 12 |
|
|
2019
Q4 | $11.2M | Sell |
38,096
-285
| -0.7% | -$74.6K | 1.85% | 11 |
|
|
2019
Q3 | $8.34M | Sell |
38,381
-426
| -1% | -$103K | 1.55% | 15 |
|
|
2019
Q2 | $9.47M | Buy |
38,807
+5,669
| +17% | +$1.36M | 1.67% | 12 |
|
|
2019
Q1 | $8.19M | Buy |
33,138
+1,006
| +3% | +$257K | 1.53% | 16 |
|
|
2018
Q4 | $8M | Sell |
32,132
-986
| -3% | -$260K | 1.68% | 13 |
|
|
2018
Q3 | $8.81M | Sell |
33,118
-2,818
| -8% | -$733K | 1.56% | 13 |
|
|
2018
Q2 | $8.82M | Sell |
35,936
-466
| -1% | -$112K | 1.66% | 10 |
|
|
2018
Q1 | $7.79M | Buy |
36,402
+1,512
| +4% | +$345K | 1.82% | 11 |
|
|
2017
Q4 | $7.69M | Sell |
34,890
-159
| -0.5% | -$33.7K | 1.47% | 14 |
|
|
2017
Q3 | $6.86M | Buy |
35,049
+888
| +3% | +$172K | 1.42% | 17 |
|
|
2017
Q2 | $6.33M | Buy |
34,161
+2,199
| +7% | +$386K | 1.37% | 16 |
|
|
2017
Q1 | $5.24M | Buy |
31,962
+4,990
| +19% | +$817K | 1.27% | 20 |
|
|
2016
Q4 | $4.32M | Buy |
26,972
+737
| +3% | +$110K | 1.25% | 19 |
|
|
2016
Q3 | $3.67M | Buy |
26,235
+2,428
| +10% | +$340K | 1.22% | 21 |
|
|
2016
Q2 | $3.36M | Buy |
23,807
+2,823
| +13% | +$376K | 1.28% | 18 |
|
|
2016
Q1 | $2.71M | Buy |
20,984
+2,626
| +14% | +$311K | 1.18% | 22 |
|
|
2015
Q4 | $2.16M | Buy |
18,358
+2,792
| +18% | +$326K | 1.04% | 31 |
|
|
2015
Q3 | $1.81M | Buy |
15,566
+4,466
| +40% | +$535K | 1.02% | 33 |
|
|
2015
Q2 | $1.35M | Buy |
11,100
+668
| +6% | +$79K | 0.76% | 44 |
|
|
2015
Q1 | $1.23M | Buy |
10,432
+533
| +5% | +$59.2K | 0.73% | 46 |
|
|
2014
Q4 | $1M | Buy |
9,899
+1,309
| +15% | +$124K | 0.63% | 55 |
|
|
2014
Q3 | $741K | Buy |
8,590
+1,579
| +23% | +$133K | 0.5% | 62 |
|
|
2014
Q2 | $573K | Buy |
7,011
+2,745
| +64% | +$216K | 0.4% | 73 |
|
|
2014
Q1 | $350K | Buy |
+4,266
| New | +$321K | 0.25% | 95 |
|
Other funds holding UNH
Girard Partners's UNH Position: Q2 2024 in Review
Girard Partners reduced its UnitedHealth (UNH) stake by 1.6% in Q2 2024, selling an estimated $198K and leaving 25,391 shares worth $12.9M. The position accounts for 1.22% of the portfolio, ranked #18.
Girard Partners first reported a position in UNH in Q1 2014 and has held it in 42 quarters since. The position peaked at $15.7M in Q4 2022. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.
- Girard Partners held 25,391 shares of UnitedHealth worth $12.9M as of Q2 2024.
- Girard Partners sold 403 UnitedHealth shares in Q2 2024, an estimated $198K.
- UnitedHealth made up 1.22% of Girard Partners's portfolio in Q2 2024, its #18 holding.
- Girard Partners first reported a position in UnitedHealth in Q1 2014 and has held it in 42 quarters since.
- Girard Partners's UnitedHealth position peaked at $15.7M in Q4 2022.
- 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.
Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.