Jensen Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.25M | Sell |
10,406
-596,972
| -98% | -$186M | 0.04% | 66 |
|
|
2025
Q1 | $318M | Sell |
607,378
-108,689
| -15% | -$56.9M | 3.52% | 11 |
|
|
2024
Q4 | $362M | Sell |
716,067
-10,968
| -2% | -$5.55M | 3.28% | 12 |
|
|
2024
Q3 | $425M | Sell |
727,035
-239,156
| -25% | -$140M | 3.55% | 11 |
|
|
2024
Q2 | $492M | Sell |
966,191
-394,320
| -29% | -$201M | 4.03% | 8 |
|
|
2024
Q1 | $673M | Sell |
1,360,511
-8,679
| -0.6% | -$4.29M | 5.14% | 6 |
|
|
2023
Q4 | $721M | Sell |
1,369,190
-31,401
| -2% | -$16.5M | 5.46% | 6 |
|
|
2023
Q3 | $706M | Buy |
1,400,591
+38,440
| +3% | +$19.4M | 5.58% | 5 |
|
|
2023
Q2 | $655M | Buy |
1,362,151
+16,143
| +1% | +$7.76M | 4.8% | 7 |
|
|
2023
Q1 | $633M | Sell |
1,346,008
-47,090
| -3% | -$22.1M | 4.99% | 6 |
|
|
2022
Q4 | $739M | Buy |
1,393,098
+185,736
| +15% | +$98.5M | 5.78% | 3 |
|
|
2022
Q3 | $610M | Buy |
1,207,362
+93,674
| +8% | +$47.3M | 5.31% | 4 |
|
|
2022
Q2 | $572M | Sell |
1,113,688
-36,013
| -3% | -$18.5M | 4.74% | 6 |
|
|
2022
Q1 | $586M | Sell |
1,149,701
-112,365
| -9% | -$57.3M | 4.37% | 8 |
|
|
2021
Q4 | $634M | Sell |
1,262,066
-8,100
| -0.6% | -$4.07M | 4.45% | 8 |
|
|
2021
Q3 | $496M | Sell |
1,270,166
-86,530
| -6% | -$33.8M | 3.93% | 11 |
|
|
2021
Q2 | $543M | Sell |
1,356,696
-87,311
| -6% | -$35M | 4.11% | 11 |
|
|
2021
Q1 | $537M | Buy |
1,444,007
+22,358
| +2% | +$8.32M | 4.3% | 9 |
|
|
2020
Q4 | $499M | Buy |
1,421,649
+5,896
| +0.4% | +$2.07M | 4.13% | 11 |
|
|
2020
Q3 | $441M | Sell |
1,415,753
-177,265
| -11% | -$55.3M | 3.91% | 11 |
|
|
2020
Q2 | $470M | Buy |
1,593,018
+77,685
| +5% | +$22.9M | 4.5% | 9 |
|
|
2020
Q1 | $378M | Buy |
1,515,333
+25,495
| +2% | +$6.36M | 4.23% | 9 |
|
|
2019
Q4 | $438M | Sell |
1,489,838
-344,440
| -19% | -$101M | 4.34% | 9 |
|
|
2019
Q3 | $399M | Buy |
1,834,278
+16,989
| +0.9% | +$3.69M | 4.26% | 8 |
|
|
2019
Q2 | $443M | Buy |
1,817,289
+221,097
| +14% | +$53.9M | 5.06% | 6 |
|
|
2019
Q1 | $395M | Buy |
1,596,192
+87,909
| +6% | +$21.7M | 4.7% | 10 |
|
|
2018
Q4 | $376M | Sell |
1,508,283
-1,070
| -0.1% | -$267K | 5.31% | 4 |
|
|
2018
Q3 | $402M | Sell |
1,509,353
-4,690
| -0.3% | -$1.25M | 5.01% | 6 |
|
|
2018
Q2 | $371M | Sell |
1,514,043
-147,625
| -9% | -$36.2M | 4.99% | 6 |
|
|
2018
Q1 | $356M | Buy |
1,661,668
+5,235
| +0.3% | +$1.12M | 4.64% | 8 |
|
|
2017
Q4 | $365M | Sell |
1,656,433
-1,370
| -0.1% | -$302K | 4.66% | 7 |
|
|
2017
Q3 | $325M | Sell |
1,657,803
-216,200
| -12% | -$42.3M | 4.39% | 9 |
|
|
2017
Q2 | $347M | Sell |
1,874,003
-60,785
| -3% | -$11.3M | 4.76% | 6 |
|
|
2017
Q1 | $317M | Sell |
1,934,788
-2,620
| -0.1% | -$430K | 4.44% | 8 |
|
|
2016
Q4 | $310M | Sell |
1,937,408
-2,885
| -0.1% | -$462K | 4.54% | 6 |
|
|
2016
Q3 | $272M | Sell |
1,940,293
-7,370
| -0.4% | -$1.03M | 4.06% | 11 |
|
|
2016
Q2 | $275M | Sell |
1,947,663
-18,457
| -0.9% | -$2.61M | 4.27% | 12 |
|
|
2016
Q1 | $253M | Buy |
1,966,120
+80,910
| +4% | +$10.4M | 4.04% | 14 |
|
|
2015
Q4 | $222M | Buy |
1,885,210
+523,330
| +38% | +$61.6M | 3.72% | 14 |
|
|
2015
Q3 | $158M | Buy |
1,361,880
+9,445
| +0.7% | +$1.1M | 2.78% | 20 |
|
|
2015
Q2 | $165M | Buy |
1,352,435
+5,233
| +0.4% | +$638K | 2.64% | 20 |
|
|
2015
Q1 | $159M | Buy |
1,347,202
+3,422
| +0.3% | +$405K | 2.44% | 25 |
|
|
2014
Q4 | $136M | Buy |
1,343,780
+1,337,750
| +22,185% | +$135M | 2.1% | 25 |
|
|
2014
Q3 | $520K | Buy |
6,030
+60
| +1% | +$5.17K | 0.01% | 41 |
|
|
2014
Q2 | $488K | Sell |
5,970
-1,160
| -16% | -$94.8K | 0.01% | 53 |
|
|
2014
Q1 | $585K | Buy |
7,130
+20
| +0.3% | +$1.64K | 0.01% | 34 |
|
|
2013
Q4 | $535K | Buy |
7,110
+1,000
| +16% | +$75.2K | 0.01% | 48 |
|
|
2013
Q3 | $438K | Sell |
6,110
-2,391
| -28% | -$171K | 0.01% | 67 |
|
|
2013
Q2 | $557K | Buy |
+8,501
| New | +$557K | 0.01% | 46 |
|