Jefferies Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $42.8M | Buy |
84,698
+59,423
| +235% | +$31.2M | 0.36% | 47 |
|
|
2022
Q2 | $13M | Sell |
25,275
-743
| -3% | -$373K | 0.11% | 150 |
|
|
2022
Q1 | $13.3M | Sell |
26,018
-54,052
| -68% | -$26.1M | 0.08% | 188 |
|
|
2021
Q4 | $40.2M | Buy |
80,070
+1,955
| +3% | +$885K | 0.24% | 62 |
|
|
2021
Q3 | $30.5M | Buy |
78,115
+63,475
| +434% | +$26.3M | 0.22% | 70 |
|
|
2021
Q2 | $5.86M | Sell |
14,640
-99,921
| -87% | -$39.8M | 0.04% | 420 |
|
|
2021
Q1 | $42.6M | Buy |
114,561
+57,070
| +99% | +$19.8M | 0.37% | 36 |
|
|
2020
Q4 | $20.2M | Buy |
57,491
+22,826
| +66% | +$7.65M | 0.16% | 105 |
|
|
2020
Q3 | $10.8M | Buy |
34,665
+13,980
| +68% | +$4.29M | 0.12% | 135 |
|
|
2020
Q2 | $6.1K | Sell |
20,685
-3,815
| -16% | -$1.09M | 0.07% | 233 |
|
|
2020
Q1 | $6.11M | Sell |
24,500
-19,990
| -45% | -$5.5M | 0.07% | 258 |
|
|
2019
Q4 | $13.1M | Sell |
44,490
-39,936
| -47% | -$10.4M | 0.1% | 170 |
|
|
2019
Q3 | $18.3M | Buy |
84,426
+52,767
| +167% | +$12.7M | 0.14% | 94 |
|
|
2019
Q2 | $7.72M | Sell |
31,659
-57,935
| -65% | -$13.9M | 0.06% | 295 |
|
|
2019
Q1 | $22.2M | Buy |
89,594
+21,848
| +32% | +$5.57M | 0.18% | 73 |
|
|
2018
Q4 | $16.9M | Buy |
67,746
+5,992
| +10% | +$1.58M | 0.14% | 109 |
|
|
2018
Q3 | $16.4M | Sell |
61,754
-39,504
| -39% | -$10.3M | 0.11% | 164 |
|
|
2018
Q2 | $24.8M | Buy |
101,258
+24,082
| +31% | +$5.78M | 0.14% | 93 |
|
|
2018
Q1 | $16.5M | Buy |
77,176
+47,247
| +158% | +$10.8M | 0.09% | 147 |
|
|
2017
Q4 | $6.6M | Sell |
29,929
-41,602
| -58% | -$8.82M | 0.03% | 460 |
|
|
2017
Q3 | $14M | Buy |
71,531
+67,621
| +1,729% | +$13.1M | 0.09% | 190 |
|
|
2017
Q2 | $725K | Sell |
3,910
-59,049
| -94% | -$10.4M | ﹤0.01% | 1441 |
|
|
2017
Q1 | $10.3M | Sell |
62,959
-24,559
| -28% | -$4.02M | 0.08% | 253 |
|
|
2016
Q4 | $14M | Buy |
87,518
+7,802
| +10% | +$1.17M | 0.08% | 247 |
|
|
2016
Q3 | $11.2M | Buy |
79,716
+75,864
| +1,969% | +$10.6M | 0.06% | 278 |
|
|
2016
Q2 | $544K | Buy |
3,852
+26
| +0.7% | +$3.47K | ﹤0.01% | 1405 |
|
|
2016
Q1 | $493K | Sell |
3,826
-67,717
| -95% | -$8.01M | ﹤0.01% | 1468 |
|
|
2015
Q4 | $8.42M | Buy |
71,543
+44,827
| +168% | +$5.24M | 0.05% | 311 |
|
|
2015
Q3 | $3.1M | Sell |
26,716
-12,320
| -32% | -$1.47M | 0.02% | 700 |
|
|
2015
Q2 | $4.76M | Sell |
39,036
-7,960
| -17% | -$942K | 0.02% | 535 |
|
|
2015
Q1 | $5.56M | Buy |
46,996
+28,971
| +161% | +$3.22M | 0.03% | 392 |
|
|
2014
Q4 | $1.82M | Sell |
18,025
-13,663
| -43% | -$1.29M | 0.01% | 743 |
|
|
2014
Q3 | $2.73M | Buy |
31,688
+8,910
| +39% | +$753K | 0.02% | 622 |
|
|
2014
Q2 | $1.86M | Buy |
22,778
+16,770
| +279% | +$1.32M | 0.02% | 662 |
|
|
2014
Q1 | $493K | Sell |
6,008
-3,058
| -34% | -$230K | ﹤0.01% | 1274 |
|
|
2013
Q4 | $683K | Buy |
9,066
+3,124
| +53% | +$224K | ﹤0.01% | 997 |
|
|
2013
Q3 | $426K | Buy |
5,942
+895
| +18% | +$64.1K | ﹤0.01% | 1270 |
|
|
2013
Q2 | $330K | Buy |
+5,047
| New | +$314K | ﹤0.01% | 1274 |
|
Other funds holding UNH
Jefferies Group's UNH Position: Q3 2022 in Review
Jefferies Group increased its UnitedHealth (UNH) stake by 235% in Q3 2022, buying an estimated $31.2M and bringing the position to 84,698 shares worth $42.8M. The position accounts for 0.36% of the portfolio, ranked #47.
Jefferies Group first reported a position in UNH in Q2 2013 and has held it in 38 quarters since. 2,993 funds tracked by Wall St. Rank hold UNH as of Q3 2022.
- Jefferies Group held 84,698 shares of UnitedHealth worth $42.8M as of Q3 2022.
- Jefferies Group bought 59,423 UnitedHealth shares in Q3 2022, an estimated $31.2M.
- UnitedHealth made up 0.36% of Jefferies Group's portfolio in Q3 2022, its #47 holding.
- Jefferies Group first reported a position in UnitedHealth in Q2 2013 and has held it in 38 quarters since.
- 2,993 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2022.
Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.