JAM
Jupiter Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Sell |
860
-130,581
| -99% | -$40.7M | ﹤0.01% | 415 |
|
|
2025
Q1 | $68.8M | Buy |
131,441
+119,434
| +995% | +$62.6M | 0.66% | 36 |
|
|
2024
Q4 | $6.07M | Sell |
12,007
-6,536
| -35% | -$3.31M | 0.06% | 256 |
|
|
2024
Q3 | $10.8M | Sell |
18,543
-295
| -2% | -$172K | 0.1% | 214 |
|
|
2024
Q2 | $9.59M | Sell |
18,838
-5,006
| -21% | -$2.55M | 0.09% | 215 |
|
|
2024
Q1 | $11.8M | Sell |
23,844
-5,001
| -17% | -$2.47M | 0.11% | 208 |
|
|
2023
Q4 | $15.2M | Buy |
28,845
+580
| +2% | +$305K | 0.15% | 175 |
|
|
2023
Q3 | $14.3M | Sell |
28,265
-37,048
| -57% | -$18.7M | 0.16% | 168 |
|
|
2023
Q2 | $31.4M | Sell |
65,313
-73,207
| -53% | -$35.2M | 0.34% | 76 |
|
|
2023
Q1 | $65.4M | Buy |
138,520
+26,769
| +24% | +$12.6M | 0.9% | 16 |
|
|
2022
Q4 | $59.3M | Buy |
111,751
+78,555
| +237% | +$41.7M | 0.87% | 17 |
|
|
2022
Q3 | $16.8M | Sell |
33,196
-8,815
| -21% | -$4.45M | 0.26% | 109 |
|
|
2022
Q2 | $21.6M | Buy |
42,011
+25,886
| +161% | +$13.3M | 0.3% | 98 |
|
|
2022
Q1 | $8.22M | Buy |
16,125
+5,957
| +59% | +$3.04M | 0.1% | 211 |
|
|
2021
Q4 | $5.13M | Sell |
10,168
-120,345
| -92% | -$60.8M | 0.06% | 262 |
|
|
2021
Q3 | $51M | Sell |
130,513
-73,358
| -36% | -$28.7M | 0.58% | 42 |
|
|
2021
Q2 | $81.6M | Buy |
203,871
+3,379
| +2% | +$1.35M | 0.84% | 19 |
|
|
2021
Q1 | $74.7M | Buy |
200,492
+141,032
| +237% | +$52.5M | 0.73% | 22 |
|
|
2020
Q4 | $20.8M | Sell |
59,460
-3,433
| -5% | -$1.2M | 0.21% | 138 |
|
|
2020
Q3 | $19.6M | Buy |
62,893
+61,648
| +4,952% | +$19.2M | 0.21% | 129 |
|
|
2020
Q2 | $367K | Buy |
+1,245
| New | +$367K | 0.01% | 251 |
|
|
2019
Q1 | – | Sell |
-1,972
| Closed | -$491K | – | 264 |
|
|
2018
Q4 | $491K | Buy |
+1,972
| New | +$491K | 0.02% | 208 |
|