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 | $15.4M | Buy |
30,500
+4,000
| +15% | +$2.1M | 0.13% | 120 |
|
|
2022
Q2 | $13.6M | Sell |
26,500
-5,000
| -16% | -$2.51M | 0.11% | 138 |
|
|
2022
Q1 | $16.1M | Sell |
31,500
-33,600
| -52% | -$16.2M | 0.1% | 160 |
|
|
2021
Q4 | $32.7M | Sell |
65,100
-4,100
| -6% | -$1.86M | 0.19% | 81 |
|
|
2021
Q3 | $27M | Buy |
+69,200
| New | +$28.7M | 0.2% | 80 |
|
|
2021
Q2 | – | Sell |
-40,000
| Closed | -$14.9M | – | 2009 |
|
|
2021
Q1 | $14.9M | Buy |
40,000
+27,400
| +217% | +$9.49M | 0.13% | 123 |
|
|
2020
Q4 | $4.42M | Buy |
12,600
+2,500
| +25% | +$838K | 0.03% | 453 |
|
|
2020
Q3 | $3.15M | Buy |
10,100
+7,800
| +339% | +$2.4M | 0.03% | 407 |
|
|
2020
Q2 | $678 | Sell |
2,300
-36,800
| -94% | -$10.5M | 0.01% | 842 |
|
|
2020
Q1 | $9.75M | Sell |
39,100
-29,700
| -43% | -$8.17M | 0.11% | 161 |
|
|
2019
Q4 | $20.2M | Buy |
68,800
+31,700
| +85% | +$8.29M | 0.16% | 110 |
|
|
2019
Q3 | $8.06M | Sell |
37,100
-2,900
| -7% | -$700K | 0.06% | 296 |
|
|
2019
Q2 | $9.76M | Sell |
40,000
-13,800
| -26% | -$3.32M | 0.07% | 233 |
|
|
2019
Q1 | $13.3M | Buy |
53,800
+41,200
| +327% | +$10.5M | 0.11% | 150 |
|
|
2018
Q4 | $3.14M | Buy |
+12,600
| New | +$3.33M | 0.03% | 623 |
|
|
2018
Q3 | – | Sell |
-23,300
| Closed | -$5.72M | – | 2759 |
|
|
2018
Q2 | $5.72M | Sell |
23,300
-35,200
| -60% | -$8.45M | 0.03% | 463 |
|
|
2018
Q1 | $12.5M | Sell |
58,500
-17,200
| -23% | -$3.93M | 0.07% | 204 |
|
|
2017
Q4 | $16.7M | Sell |
75,700
-26,200
| -26% | -$5.55M | 0.08% | 173 |
|
|
2017
Q3 | $20M | Sell |
101,900
-18,500
| -15% | -$3.57M | 0.13% | 124 |
|
|
2017
Q2 | $22.3M | Buy |
120,400
+79,000
| +191% | +$13.9M | 0.15% | 109 |
|
|
2017
Q1 | $6.79M | Sell |
41,400
-116,400
| -74% | -$19.1M | 0.05% | 385 |
|
|
2016
Q4 | $25.3M | Buy |
157,800
+122,900
| +352% | +$18.4M | 0.14% | 114 |
|
|
2016
Q3 | $4.89M | Sell |
34,900
-114,700
| -77% | -$16.1M | 0.03% | 538 |
|
|
2016
Q2 | $21.1M | Buy |
149,600
+135,100
| +932% | +$18M | 0.1% | 118 |
|
|
2016
Q1 | $1.87M | Sell |
14,500
-19,900
| -58% | -$2.35M | 0.01% | 870 |
|
|
2015
Q4 | $4.05M | Buy |
34,400
+22,700
| +194% | +$2.65M | 0.02% | 557 |
|
|
2015
Q3 | $1.36M | Buy |
11,700
+6,600
| +129% | +$790K | 0.01% | 1078 |
|
|
2015
Q2 | $622K | Buy |
+5,100
| New | +$603K | ﹤0.01% | 1460 |
|
|
2014
Q1 | – | Sell |
-38,100
| Closed | -$2.87M | – | 2394 |
|
|
2013
Q4 | $2.87M | Buy |
+38,100
| New | +$2.74M | 0.02% | 458 |
|
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.