IBM Retirement Fund’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-15,008
| Closed | -$7.65M | – | 443 |
|
|
2022
Q1 | $7.65M | Sell |
15,008
-655
| -4% | -$316K | 1.08% | 11 |
|
|
2021
Q4 | $7.87M | Sell |
15,663
-10,893
| -41% | -$4.93M | 0.98% | 11 |
|
|
2021
Q3 | $10.4M | Buy |
26,556
+44
| +0.2% | +$18.2K | 0.81% | 15 |
|
|
2021
Q2 | $10.6M | Sell |
26,512
-5,628
| -18% | -$2.24M | 0.83% | 14 |
|
|
2021
Q1 | $12M | Sell |
32,140
-2,929
| -8% | -$1.01M | 0.85% | 13 |
|
|
2020
Q4 | $12.3M | Buy |
35,069
+3,187
| +10% | +$1.07M | 0.85% | 14 |
|
|
2020
Q3 | $9.94M | Buy |
31,882
+8,631
| +37% | +$2.65M | 0.86% | 16 |
|
|
2020
Q2 | $6.86M | Sell |
23,251
-280
| -1% | -$80.2K | 0.88% | 13 |
|
|
2020
Q1 | $5.87M | Buy |
23,531
+8,445
| +56% | +$2.32M | 1.08% | 12 |
|
|
2019
Q4 | $4.43M | Sell |
15,086
-597
| -4% | -$156K | 0.79% | 16 |
|
|
2019
Q3 | $3.41M | Sell |
15,683
-170
| -1% | -$41K | 0.64% | 27 |
|
|
2019
Q2 | $3.87M | Buy |
15,853
+94
| +0.6% | +$22.6K | 0.73% | 23 |
|
|
2019
Q1 | $3.9M | Buy |
15,759
+109
| +0.7% | +$27.8K | 0.77% | 20 |
|
|
2018
Q4 | $3.9M | Sell |
15,650
-1,166
| -7% | -$308K | 0.89% | 13 |
|
|
2018
Q3 | $4.47M | Sell |
16,816
-2,701
| -14% | -$703K | 1.02% | 14 |
|
|
2018
Q2 | $4.79M | Sell |
19,517
-2,807
| -13% | -$674K | 1% | 16 |
|
|
2018
Q1 | $4.78M | Sell |
22,324
-2,547
| -10% | -$582K | 0.88% | 20 |
|
|
2017
Q4 | $5.99M | Buy |
24,871
+1,097
| +5% | +$232K | 1.02% | 20 |
|
|
2017
Q3 | $5.12M | Buy |
23,774
+296
| +1% | +$57.2K | 0.94% | 22 |
|
|
2017
Q2 | $4.86M | Buy |
23,478
+10,121
| +76% | +$1.77M | 0.9% | 24 |
|
|
2017
Q1 | $2.77M | Sell |
13,357
-75,047
| -85% | -$12.3M | 0.79% | 32 |
|
|
2016
Q4 | $14.9M | Sell |
88,404
-150
| -0.2% | -$22.4K | 0.63% | 30 |
|
|
2016
Q3 | $12.4M | Sell |
88,554
-34,821
| -28% | -$4.88M | 0.63% | 31 |
|
|
2016
Q2 | $17.9M | Sell |
123,375
-733
| -0.6% | -$97.7K | 0.64% | 33 |
|
|
2016
Q1 | $16.4M | Sell |
124,108
-107,699
| -46% | -$12.7M | 0.62% | 35 |
|
|
2015
Q4 | $27.3M | Buy |
231,807
+215
| +0.1% | +$25.1K | 0.52% | 40 |
|
|
2015
Q3 | $27.4M | Sell |
231,592
-964
| -0.4% | -$115K | 0.58% | 34 |
|
|
2015
Q2 | $28.4M | Sell |
232,556
-12,075
| -5% | -$1.43M | 0.54% | 38 |
|
|
2015
Q1 | $28.9M | Sell |
244,631
-516
| -0.2% | -$57.3K | 0.54% | 38 |
|
|
2014
Q4 | $24.8M | Sell |
245,147
-1,218
| -0.5% | -$115K | 0.47% | 43 |
|
|
2014
Q3 | $21.3M | Sell |
246,365
-7,514
| -3% | -$635K | 0.42% | 47 |
|
|
2014
Q2 | $20.6M | Sell |
253,879
-9,290
| -4% | -$731K | 0.4% | 49 |
|
|
2014
Q1 | $21.5M | Sell |
263,169
-144,462
| -35% | -$10.9M | 0.43% | 48 |
|
|
2013
Q4 | $30.7M | Sell |
407,631
-14,542
| -3% | -$1.04M | 0.4% | 49 |
|
|
2013
Q3 | $30.2M | Sell |
422,173
-61,687
| -13% | -$4.41M | 0.41% | 45 |
|
|
2013
Q2 | $31.7M | Buy |
+483,860
| New | +$30.1M | 0.39% | 53 |
|
Other funds holding UNH
IBM Retirement Fund's UNH Position: Q2 2022 in Review
IBM Retirement Fund sold out of UnitedHealth (UNH) in Q2 2022, closing a stake of 15,008 shares — an estimated $7.65M sold.
IBM Retirement Fund first reported a position in UNH in Q2 2013 and held it in 36 quarters. The position peaked at $31.7M in Q2 2013. 2,958 funds tracked by Wall St. Rank hold UNH as of Q2 2022.
- IBM Retirement Fund reported no remaining UnitedHealth position as of Q2 2022 after selling out during the quarter.
- IBM Retirement Fund sold 15,008 UnitedHealth shares in Q2 2022, an estimated $7.65M.
- IBM Retirement Fund first reported a position in UnitedHealth in Q2 2013 and held it in 36 quarters.
- IBM Retirement Fund's UnitedHealth position peaked at $31.7M in Q2 2013.
- 2,958 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2022.
Based on IBM Retirement Fund's 13F filing for Q2 2022, filed 20 Jul 2022.