Greystone Managed Investments’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $10.1M | Sell |
46,390
-1,369
| -3% | -$297K | 0.61% | 50 |
|
|
2019
Q2 | $11.7M | Sell |
47,759
-1,940
| -4% | -$473K | 0.67% | 43 |
|
|
2019
Q1 | $12.3M | Sell |
49,699
-3,224
| -6% | -$797K | 0.72% | 43 |
|
|
2018
Q4 | $13.2M | Sell |
52,923
-1,100
| -2% | -$274K | 0.84% | 37 |
|
|
2018
Q3 | $14.4M | Buy |
54,023
+1,798
| +3% | +$478K | 0.78% | 40 |
|
|
2018
Q2 | $12.8M | Buy |
52,225
+449
| +0.9% | +$110K | 0.56% | 43 |
|
|
2018
Q1 | $11.1M | Buy |
51,776
+3,656
| +8% | +$782K | 0.47% | 50 |
|
|
2017
Q4 | $10.6M | Sell |
48,120
-396
| -0.8% | -$87.3K | 0.44% | 56 |
|
|
2017
Q3 | $9.5M | Buy |
48,516
+3,192
| +7% | +$625K | 0.42% | 58 |
|
|
2017
Q2 | $8.4M | Sell |
45,324
-910
| -2% | -$169K | 0.39% | 58 |
|
|
2017
Q1 | $7.58M | Sell |
46,234
-3,883
| -8% | -$637K | 0.35% | 66 |
|
|
2016
Q4 | $8.02M | Sell |
50,117
-10,698
| -18% | -$1.71M | 0.35% | 61 |
|
|
2016
Q3 | $8.51M | Sell |
60,815
-8,321
| -12% | -$1.16M | 0.38% | 61 |
|
|
2016
Q2 | $9.76M | Sell |
69,136
-5,416
| -7% | -$765K | 0.4% | 42 |
|
|
2016
Q1 | $9.61M | Sell |
74,552
-1,932
| -3% | -$249K | 0.36% | 46 |
|
|
2015
Q4 | $9M | Sell |
76,484
-15,328
| -17% | -$1.8M | 0.34% | 53 |
|
|
2015
Q3 | $10.7M | Sell |
91,812
-76,383
| -45% | -$8.86M | 0.39% | 42 |
|
|
2015
Q2 | $20.5M | Sell |
168,195
-100,413
| -37% | -$12.3M | 0.54% | 37 |
|
|
2015
Q1 | $31.8M | Sell |
268,608
-12,030
| -4% | -$1.42M | 0.72% | 31 |
|
|
2014
Q4 | $28.4M | Sell |
280,638
-14,329
| -5% | -$1.45M | 0.6% | 43 |
|
|
2014
Q3 | $25.4M | Sell |
294,967
-59,074
| -17% | -$5.1M | 0.51% | 51 |
|
|
2014
Q2 | $28.9M | Sell |
354,041
-3,700
| -1% | -$302K | 0.53% | 53 |
|
|
2014
Q1 | $29.3M | Sell |
357,741
-6,410
| -2% | -$526K | 0.54% | 54 |
|
|
2013
Q4 | $27.4M | Sell |
364,151
-37,943
| -9% | -$2.86M | 0.45% | 55 |
|
|
2013
Q3 | $28.8M | Buy |
402,094
+41,450
| +11% | +$2.97M | 0.41% | 65 |
|
|
2013
Q2 | $23.6M | Buy |
+360,644
| New | +$23.6M | 0.35% | 63 |
|