Hays Advisory’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-7,046
| Closed | -$1.88M | – | 56 |
|
|
2018
Q3 | $1.88M | Sell |
7,046
-250
| -3% | -$65K | 1.19% | 23 |
|
|
2018
Q2 | $1.79M | Sell |
7,296
-590
| -7% | -$142K | 0.99% | 29 |
|
|
2018
Q1 | $1.69M | Sell |
7,886
-3,917
| -33% | -$895K | 0.81% | 34 |
|
|
2017
Q4 | $2.6M | Sell |
11,803
-9,395
| -44% | -$1.99M | 0.92% | 32 |
|
|
2017
Q3 | $4.15M | Sell |
21,198
-1,912
| -8% | -$369K | 1.2% | 24 |
|
|
2017
Q2 | $4.29M | Sell |
23,110
-2,833
| -11% | -$497K | 1.05% | 27 |
|
|
2017
Q1 | $4.25M | Sell |
25,943
-2,715
| -9% | -$445K | 1% | 29 |
|
|
2016
Q4 | $4.59M | Sell |
28,658
-8,139
| -22% | -$1.22M | 1.02% | 28 |
|
|
2016
Q3 | $5.15M | Sell |
36,797
-3,800
| -9% | -$532K | 0.86% | 29 |
|
|
2016
Q2 | $5.73M | Sell |
40,597
-18,657
| -31% | -$2.49M | 0.89% | 28 |
|
|
2016
Q1 | $7.64M | Sell |
59,254
-89,669
| -60% | -$10.6M | 1.07% | 26 |
|
|
2015
Q4 | $17.5M | Sell |
148,923
-13,721
| -8% | -$1.6M | 2.97% | 8 |
|
|
2015
Q3 | $18.9M | Sell |
162,644
-1,274
| -0.8% | -$152K | 2.85% | 9 |
|
|
2015
Q2 | $20M | Sell |
163,918
-12,332
| -7% | -$1.46M | 2.9% | 9 |
|
|
2015
Q1 | $20.8M | Sell |
176,250
-60,995
| -26% | -$6.77M | 2.69% | 11 |
|
|
2014
Q4 | $24M | Sell |
237,245
-20,875
| -8% | -$1.98M | 3.21% | 6 |
|
|
2014
Q3 | $22.3M | Sell |
258,120
-11,480
| -4% | -$970K | 2.94% | 9 |
|
|
2014
Q2 | $22M | Sell |
269,600
-16,589
| -6% | -$1.31M | 2.77% | 13 |
|
|
2014
Q1 | $23.5M | Sell |
286,189
-3,984
| -1% | -$300K | 2.85% | 9 |
|
|
2013
Q4 | $21.9M | Sell |
290,173
-4,807
| -2% | -$345K | 2.65% | 11 |
|
|
2013
Q3 | $21.1M | Sell |
294,980
-4,140
| -1% | -$296K | 2.72% | 12 |
|
|
2013
Q2 | $19.6M | Buy |
+299,120
| New | +$18.6M | 2.77% | 10 |
|
Other funds holding UNH
