HCC
Hirtle Callaghan & Co’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-647
| Closed | -$306K | – | 87 |
|
|
2023
Q1 | $306K | Sell |
647
-1,145
| -64% | -$541K | 0.02% | 73 |
|
|
2022
Q4 | $950K | Sell |
1,792
-397
| -18% | -$210K | 0.06% | 73 |
|
|
2022
Q3 | $1.11M | Buy |
2,189
+799
| +57% | +$404K | 0.08% | 66 |
|
|
2022
Q2 | $714K | Sell |
1,390
-46
| -3% | -$23.6K | 0.04% | 72 |
|
|
2022
Q1 | $732K | Buy |
1,436
+480
| +50% | +$245K | 0.04% | 72 |
|
|
2021
Q4 | $480K | Buy |
+956
| New | +$480K | 0.02% | 65 |
|
|
2016
Q1 | – | Sell |
-1,681
| Closed | -$198K | – | 184 |
|
|
2015
Q4 | $198K | Buy |
1,681
+931
| +124% | +$110K | 0.05% | 58 |
|
|
2015
Q3 | $87K | Hold |
750
| – | – | 0.01% | 135 |
|
|
2015
Q2 | $92K | Buy |
+750
| New | +$92K | 0.03% | 141 |
|
|
2015
Q1 | – | Sell |
-736
| Closed | -$74K | – | 347 |
|
|
2014
Q4 | $74K | Hold |
736
| – | – | 0.02% | 258 |
|
|
2014
Q3 | $63K | Sell |
736
-1,800
| -71% | -$154K | 0.01% | 282 |
|
|
2014
Q2 | $207K | Buy |
2,536
+1,800
| +245% | +$147K | 0.03% | 237 |
|
|
2014
Q1 | $60K | Sell |
736
-12,300
| -94% | -$1M | 0.01% | 327 |
|
|
2013
Q4 | $982K | Buy |
13,036
+386
| +3% | +$29.1K | 0.13% | 82 |
|
|
2013
Q3 | $906K | Buy |
+12,650
| New | +$906K | 0.15% | 83 |
|