Gyroscope Capital Management Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.97M | Buy |
5,893
+1,630
| +38% | +$802K | 0.68% | 41 |
|
|
2023
Q2 | $2.05M | Sell |
4,263
-1,500
| -26% | -$733K | 0.47% | 51 |
|
|
2023
Q1 | $2.72M | Buy |
5,763
+1,400
| +32% | +$676K | 0.69% | 42 |
|
|
2022
Q4 | $2.31M | Buy |
4,363
+1,663
| +62% | +$881K | 0.7% | 36 |
|
|
2022
Q3 | $1.36M | Buy |
2,700
+100
| +4% | +$52.6K | 0.53% | 49 |
|
|
2022
Q2 | $1.33M | Hold |
2,600
| – | – | 0.46% | 53 |
|
|
2022
Q1 | $1.33M | Sell |
2,600
-26
| -1% | -$12.5K | 0.46% | 58 |
|
|
2021
Q4 | $1.32M | Sell |
2,626
-1,227
| -32% | -$555K | 0.46% | 51 |
|
|
2021
Q3 | $1.51M | Buy |
3,853
+1,053
| +38% | +$436K | 0.57% | 38 |
|
|
2021
Q2 | $1.12M | Sell |
2,800
-16,472
| -85% | -$6.57M | 0.39% | 57 |
|
|
2021
Q1 | $7.17M | Sell |
19,272
-2,059
| -10% | -$713K | 2.87% | 7 |
|
|
2020
Q4 | $7.48M | Sell |
21,331
-2,586
| -11% | -$867K | 3.21% | 3 |
|
|
2020
Q3 | $7.46M | Sell |
23,917
-1,143
| -5% | -$351K | 3.38% | 4 |
|
|
2020
Q2 | $7.39M | Sell |
25,060
-9,588
| -28% | -$2.75M | 3.35% | 4 |
|
|
2020
Q1 | $8.64M | Sell |
34,648
-4,212
| -11% | -$1.16M | 4.07% | 3 |
|
|
2019
Q4 | $11.4M | Sell |
38,860
-2,158
| -5% | -$565K | 4.12% | 3 |
|
|
2019
Q3 | $8.83M | Buy |
41,018
+30,488
| +290% | +$7.36M | 3.5% | 5 |
|
|
2019
Q2 | $2.6M | Sell |
10,530
-900
| -8% | -$216K | 0.98% | 25 |
|
|
2019
Q1 | $2.63M | Buy |
11,430
+1,769
| +18% | +$451K | 1% | 24 |
|
|
2018
Q4 | $2.41M | Buy |
9,661
+1,322
| +16% | +$349K | 0.92% | 30 |
|
|
2018
Q3 | $2.25M | Buy |
8,339
+3,339
| +67% | +$868K | 0.92% | 27 |
|
|
2018
Q2 | $1.23M | Hold |
5,000
| – | – | 0.54% | 39 |
|
|
2018
Q1 | $1.07M | Buy |
5,000
+1,802
| +56% | +$412K | 0.51% | 39 |
|
|
2017
Q4 | $705K | Buy |
3,198
+13
| +0.4% | +$2.75K | 0.32% | 50 |
|
|
2017
Q3 | $624K | Sell |
3,185
-198
| -6% | -$38.3K | 0.31% | 47 |
|
|
2017
Q2 | $627K | Sell |
3,383
-31,439
| -90% | -$5.51M | 0.31% | 51 |
|
|
2017
Q1 | $5.71M | Sell |
34,822
-120
| -0.3% | -$19.7K | 3.43% | 2 |
|
|
2016
Q4 | $5.59M | Sell |
34,942
-1,486
| -4% | -$222K | 3.74% | 1 |
|
|
2016
Q3 | $5.1M | Buy |
36,428
+1,968
| +6% | +$276K | 3.81% | 2 |
|
|
2016
Q2 | $4.87M | Sell |
34,460
-1,278
| -4% | -$170K | 3.96% | 3 |
|
|
2016
Q1 | $4.61M | Buy |
35,738
+3,183
| +10% | +$377K | 3.54% | 4 |
|
|
2015
Q4 | $3.83M | Sell |
32,555
-119
| -0.4% | -$13.9K | 3.01% | 12 |
|
|
2015
Q3 | $3.79M | Buy |
32,674
+2,130
| +7% | +$255K | 3.23% | 8 |
|
|
2015
Q2 | $3.73M | Sell |
30,544
-2,182
| -7% | -$258K | 3.05% | 8 |
|
|
2015
Q1 | $3.87M | Sell |
32,726
-2,468
| -7% | -$274K | 3.2% | 8 |
|
|
2014
Q4 | $3.56M | Buy |
+35,194
| New | +$3.34M | 2.92% | 9 |
|
Other funds holding UNH
Gyroscope Capital Management Group's UNH Position: Q3 2023 in Review
Gyroscope Capital Management Group increased its UnitedHealth (UNH) stake by 38% in Q3 2023, buying an estimated $802K and bringing the position to 5,893 shares worth $2.97M. The position accounts for 0.68% of the portfolio, ranked #41.
Gyroscope Capital Management Group first reported a position in UNH in Q4 2014 and has held it in 36 quarters since. The position peaked at $11.4M in Q4 2019. 3,137 funds tracked by Wall St. Rank hold UNH as of Q3 2023.
- Gyroscope Capital Management Group held 5,893 shares of UnitedHealth worth $2.97M as of Q3 2023.
- Gyroscope Capital Management Group bought 1,630 UnitedHealth shares in Q3 2023, an estimated $802K.
- UnitedHealth made up 0.68% of Gyroscope Capital Management Group's portfolio in Q3 2023, its #41 holding.
- Gyroscope Capital Management Group first reported a position in UnitedHealth in Q4 2014 and has held it in 36 quarters since.
- Gyroscope Capital Management Group's UnitedHealth position peaked at $11.4M in Q4 2019.
- 3,137 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.
Based on Gyroscope Capital Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.