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 | $2.02M | Buy |
+4,000
| New | +$2.1M | 0.02% | 608 |
|
|
2022
Q1 | – | Sell |
-13,500
| Closed | -$6.78M | – | 1953 |
|
|
2021
Q4 | $6.78M | Sell |
13,500
-5,600
| -29% | -$2.53M | 0.04% | 376 |
|
|
2021
Q3 | $7.46M | Buy |
+19,100
| New | +$7.91M | 0.05% | 335 |
|
|
2021
Q1 | – | Sell |
-2,500
| Closed | -$877K | – | 2011 |
|
|
2020
Q4 | $877K | Sell |
2,500
-24,800
| -91% | -$8.31M | 0.01% | 981 |
|
|
2020
Q3 | $8.51M | Hold |
27,300
| – | – | 0.09% | 176 |
|
|
2020
Q2 | $8.05K | Sell |
27,300
-11,000
| -29% | -$3.15M | 0.09% | 178 |
|
|
2020
Q1 | $9.55M | Sell |
38,300
-129,100
| -77% | -$35.5M | 0.11% | 164 |
|
|
2019
Q4 | $49.2M | Buy |
167,400
+60,600
| +57% | +$15.9M | 0.38% | 38 |
|
|
2019
Q3 | $23.2M | Buy |
106,800
+45,900
| +75% | +$11.1M | 0.18% | 70 |
|
|
2019
Q2 | $14.9M | Sell |
60,900
-15,900
| -21% | -$3.82M | 0.11% | 139 |
|
|
2019
Q1 | $19M | Buy |
76,800
+41,200
| +116% | +$10.5M | 0.16% | 89 |
|
|
2018
Q4 | $8.87M | Buy |
35,600
+25,100
| +239% | +$6.63M | 0.07% | 221 |
|
|
2018
Q3 | $2.79M | Sell |
10,500
-62,000
| -86% | -$16.1M | 0.02% | 821 |
|
|
2018
Q2 | $17.8M | Buy |
72,500
+40,000
| +123% | +$9.6M | 0.1% | 130 |
|
|
2018
Q1 | $6.96M | Sell |
32,500
-62,600
| -66% | -$14.3M | 0.04% | 358 |
|
|
2017
Q4 | $21M | Buy |
95,100
+77,700
| +447% | +$16.5M | 0.1% | 121 |
|
|
2017
Q3 | $3.41M | Sell |
17,400
-21,100
| -55% | -$4.08M | 0.02% | 689 |
|
|
2017
Q2 | $7.14M | Sell |
38,500
-51,200
| -57% | -$8.98M | 0.05% | 377 |
|
|
2017
Q1 | $14.7M | Sell |
89,700
-85,300
| -49% | -$14M | 0.11% | 167 |
|
|
2016
Q4 | $28M | Buy |
175,000
+149,000
| +573% | +$22.3M | 0.16% | 99 |
|
|
2016
Q3 | $3.64M | Sell |
26,000
-98,600
| -79% | -$13.8M | 0.02% | 654 |
|
|
2016
Q2 | $17.6M | Buy |
124,600
+53,200
| +75% | +$7.09M | 0.08% | 155 |
|
|
2016
Q1 | $9.2M | Sell |
71,400
-93,200
| -57% | -$11M | 0.05% | 276 |
|
|
2015
Q4 | $19.4M | Buy |
164,600
+156,200
| +1,860% | +$18.3M | 0.11% | 148 |
|
|
2015
Q3 | $974K | Sell |
8,400
-145,300
| -95% | -$17.4M | 0.01% | 1222 |
|
|
2015
Q2 | $18.8M | Buy |
153,700
+8,700
| +6% | +$1.03M | 0.1% | 172 |
|
|
2015
Q1 | $17.2M | Buy |
+145,000
| New | +$16.1M | 0.1% | 139 |
|
|
2014
Q2 | – | Sell |
-84,900
| Closed | -$6.96M | – | 2402 |
|
|
2014
Q1 | $6.96M | Buy |
84,900
+65,000
| +327% | +$4.89M | 0.07% | 234 |
|
|
2013
Q4 | $1.5M | Hold |
19,900
| – | – | 0.01% | 670 |
|
|
2013
Q3 | $1.43M | Hold |
19,900
| – | – | 0.01% | 752 |
|
|
2013
Q2 | $1.3M | Buy |
+19,900
| New | +$1.24M | 0.01% | 670 |
|
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.