Hotchkis & Wiley Capital Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217M | Buy |
+694,370
| New | +$217M | 0.7% | 45 |
|
|
2022
Q2 | – | Sell |
-436,819
| Closed | -$223M | – | 497 |
|
|
2022
Q1 | $223M | Sell |
436,819
-66,470
| -13% | -$33.9M | 0.71% | 45 |
|
|
2021
Q4 | $253M | Sell |
503,289
-41,785
| -8% | -$21M | 0.79% | 42 |
|
|
2021
Q3 | $213M | Sell |
545,074
-24,110
| -4% | -$9.42M | 0.68% | 47 |
|
|
2021
Q2 | $228M | Sell |
569,184
-303,972
| -35% | -$122M | 0.69% | 47 |
|
|
2021
Q1 | $325M | Sell |
873,156
-20,580
| -2% | -$7.66M | 0.99% | 38 |
|
|
2020
Q4 | $313M | Sell |
893,736
-50,380
| -5% | -$17.7M | 1.1% | 34 |
|
|
2020
Q3 | $294M | Sell |
944,116
-17,196
| -2% | -$5.36M | 1.34% | 27 |
|
|
2020
Q2 | $284M | Sell |
961,312
-148,178
| -13% | -$43.7M | 1.32% | 28 |
|
|
2020
Q1 | $277M | Buy |
1,109,490
+638,110
| +135% | +$159M | 1.56% | 20 |
|
|
2019
Q4 | $139M | Sell |
471,380
-9,370
| -2% | -$2.75M | 0.48% | 59 |
|
|
2019
Q3 | $104M | Buy |
+480,750
| New | +$104M | 0.42% | 60 |
|
|
2015
Q3 | – | Sell |
-1,743,984
| Closed | -$213M | – | 195 |
|
|
2015
Q2 | $213M | Sell |
1,743,984
-1,214,440
| -41% | -$148M | 0.75% | 47 |
|
|
2015
Q1 | $350M | Sell |
2,958,424
-1,817,400
| -38% | -$215M | 1.22% | 29 |
|
|
2014
Q4 | $483M | Sell |
4,775,824
-1,096,164
| -19% | -$111M | 1.68% | 17 |
|
|
2014
Q3 | $506M | Sell |
5,871,988
-1,028,951
| -15% | -$88.7M | 1.84% | 13 |
|
|
2014
Q2 | $564M | Buy |
6,900,939
+293,513
| +4% | +$24M | 1.99% | 12 |
|
|
2014
Q1 | $542M | Buy |
6,607,426
+674,852
| +11% | +$55.3M | 2.01% | 14 |
|
|
2013
Q4 | $447M | Buy |
5,932,574
+194,650
| +3% | +$14.7M | 1.91% | 14 |
|
|
2013
Q3 | $411M | Sell |
5,737,924
-54,407
| -0.9% | -$3.9M | 1.89% | 17 |
|
|
2013
Q2 | $379M | Buy |
+5,792,331
| New | +$379M | 1.89% | 14 |
|