Itau USA Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-4,600
| Closed | -$397K | – | 116 |
|
|
2014
Q3 | $397K | Buy |
4,600
+2,300
| +100% | +$199K | 0.09% | 55 |
|
|
2014
Q2 | $188K | Hold |
2,300
| – | – | 0.05% | 88 |
|
|
2014
Q1 | $189K | Sell |
2,300
-700
| -23% | -$57.5K | 0.06% | 85 |
|
|
2013
Q4 | $226K | Hold |
3,000
| – | – | 0.06% | 105 |
|
|
2013
Q3 | $215K | Buy |
3,000
+1,200
| +67% | +$86K | 0.06% | 105 |
|
|
2013
Q2 | $118K | Buy |
+1,800
| New | +$118K | 0.03% | 113 |
|