JSP
Jackson Square Partners’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Buy |
+7,971
| New | +$2.49M | 0.92% | 49 |
|
|
2024
Q4 | – | Sell |
-50
| Closed | -$29.2K | – | 67 |
|
|
2024
Q3 | $29.2K | Sell |
50
-38
| -43% | -$22.2K | ﹤0.01% | 72 |
|
|
2024
Q2 | $44.8K | Sell |
88
-83
| -49% | -$42.3K | ﹤0.01% | 72 |
|
|
2024
Q1 | $84.6K | Buy |
171
+83
| +94% | +$41.1K | ﹤0.01% | 78 |
|
|
2023
Q4 | $46.3K | Sell |
88
-627
| -88% | -$330K | ﹤0.01% | 74 |
|
|
2023
Q3 | $360K | Sell |
715
-263
| -27% | -$133K | 0.01% | 62 |
|
|
2023
Q2 | $470K | Buy |
978
+14
| +1% | +$6.73K | 0.01% | 62 |
|
|
2023
Q1 | $456K | Buy |
964
+33
| +4% | +$15.6K | 0.01% | 57 |
|
|
2022
Q4 | $494K | Sell |
931
-3,385
| -78% | -$1.79M | 0.01% | 59 |
|
|
2022
Q3 | $2.18M | Buy |
4,316
+28
| +0.7% | +$14.1K | 0.06% | 67 |
|
|
2022
Q2 | $2.2M | Buy |
+4,288
| New | +$2.2M | 0.05% | 68 |
|
|
2020
Q4 | – | Sell |
-313,655
| Closed | -$97.8M | – | 108 |
|
|
2020
Q3 | $97.8M | Sell |
313,655
-1,333,767
| -81% | -$416M | 0.46% | 60 |
|
|
2020
Q2 | $486M | Sell |
1,647,422
-231,925
| -12% | -$68.4M | 2.44% | 12 |
|
|
2020
Q1 | $469M | Sell |
1,879,347
-254,760
| -12% | -$63.5M | 2.96% | 8 |
|
|
2019
Q4 | $627M | Buy |
2,134,107
+23,379
| +1% | +$6.87M | 3.29% | 5 |
|
|
2019
Q3 | $459M | Buy |
2,110,728
+91,615
| +5% | +$19.9M | 2.52% | 12 |
|
|
2019
Q2 | $493M | Sell |
2,019,113
-98,523
| -5% | -$24M | 2.55% | 13 |
|
|
2019
Q1 | $524M | Sell |
2,117,636
-3,685
| -0.2% | -$911K | 2.87% | 8 |
|
|
2018
Q4 | $528M | Sell |
2,121,321
-22,172
| -1% | -$5.52M | 3.24% | 7 |
|
|
2018
Q3 | $570M | Buy |
2,143,493
+176,487
| +9% | +$47M | 2.88% | 9 |
|
|
2018
Q2 | $483M | Buy |
1,967,006
+390,768
| +25% | +$95.9M | 2.46% | 15 |
|
|
2018
Q1 | $337M | Buy |
1,576,238
+1,233,809
| +360% | +$264M | 1.69% | 23 |
|
|
2017
Q4 | $75.5M | Sell |
342,429
-100,469
| -23% | -$22.1M | 0.38% | 57 |
|
|
2017
Q3 | $86.7M | Sell |
442,898
-68
| -0% | -$13.3K | 0.42% | 50 |
|
|
2017
Q2 | $82.1M | Buy |
442,966
+8,170
| +2% | +$1.51M | 0.42% | 51 |
|
|
2017
Q1 | $71.3M | Buy |
434,796
+400,914
| +1,183% | +$65.8M | 0.35% | 66 |
|
|
2016
Q4 | $5.42M | Buy |
+33,882
| New | +$5.42M | 0.03% | 82 |
|