Hermes Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $1.94M | Sell |
7,923
-400
| -5% | -$98.1K | 0.03% | 156 |
|
|
2018
Q1 | $1.78M | Hold |
8,323
| – | – | 0.03% | 157 |
|
|
2017
Q4 | $1.84M | Buy |
8,323
+600
| +8% | +$132K | 0.03% | 155 |
|
|
2017
Q3 | $1.51M | Hold |
7,723
| – | – | 0.02% | 153 |
|
|
2017
Q2 | $1.43M | Buy |
+7,723
| New | +$1.43M | 0.02% | 150 |
|
|
2017
Q1 | – | Sell |
-7,723
| Closed | -$1.24M | – | 222 |
|
|
2016
Q4 | $1.24M | Hold |
7,723
| – | – | 0.02% | 155 |
|
|
2016
Q3 | $1.08M | Hold |
7,723
| – | – | 0.02% | 158 |
|
|
2016
Q2 | $1.09M | Hold |
7,723
| – | – | 0.02% | 160 |
|
|
2016
Q1 | $1M | Hold |
7,723
| – | – | 0.02% | 163 |
|
|
2015
Q4 | $909K | Sell |
7,723
-1,220
| -14% | -$144K | 0.02% | 164 |
|
|
2015
Q3 | $1.04M | Hold |
8,943
| – | – | 0.03% | 155 |
|
|
2015
Q2 | $1.09M | Hold |
8,943
| – | – | 0.02% | 161 |
|
|
2015
Q1 | $1.06M | Hold |
8,943
| – | – | 0.02% | 162 |
|
|
2014
Q4 | $904K | Buy |
8,943
+1,243
| +16% | +$126K | 0.02% | 166 |
|
|
2014
Q3 | $664K | Hold |
7,700
| – | – | 0.02% | 167 |
|
|
2014
Q2 | $629K | Hold |
7,700
| – | – | 0.02% | 186 |
|
|
2014
Q1 | $631K | Hold |
7,700
| – | – | 0.02% | 184 |
|
|
2013
Q4 | $580K | Hold |
7,700
| – | – | 0.02% | 174 |
|
|
2013
Q3 | $551K | Hold |
7,700
| – | – | 0.02% | 171 |
|
|
2013
Q2 | $504K | Buy |
+7,700
| New | +$504K | 0.02% | 182 |
|