JIM
Jupiter Investment Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $36.1M | Sell |
122,315
-6,052
| -5% | -$1.78M | 0.58% | 47 |
|
|
2020
Q1 | $32M | Buy |
128,367
+7,189
| +6% | +$1.79M | 0.62% | 46 |
|
|
2019
Q4 | $35.6M | Sell |
121,178
-159,272
| -57% | -$46.8M | 0.49% | 61 |
|
|
2019
Q3 | $60.9M | Buy |
280,450
+201,386
| +255% | +$43.8M | 0.79% | 30 |
|
|
2019
Q2 | $19.3M | Buy |
+79,064
| New | +$19.3M | 0.2% | 123 |
|
|
2019
Q1 | – | Sell |
-1,082
| Closed | -$269K | – | 432 |
|
|
2018
Q4 | $269K | Buy |
+1,082
| New | +$269K | ﹤0.01% | 315 |
|
|
2017
Q3 | – | Sell |
-388,139
| Closed | -$72M | – | 454 |
|
|
2017
Q2 | $72M | Sell |
388,139
-281,378
| -42% | -$52.2M | 0.87% | 39 |
|
|
2017
Q1 | $110M | Buy |
+669,517
| New | +$110M | 1.55% | 20 |
|
|
2016
Q4 | – | Sell |
-574
| Closed | -$80K | – | 429 |
|
|
2016
Q3 | $80K | Sell |
574
-116,464
| -100% | -$16.2M | ﹤0.01% | 329 |
|
|
2016
Q2 | $16.5M | Buy |
+117,038
| New | +$16.5M | 0.31% | 88 |
|
|
2016
Q1 | – | Sell |
-365
| Closed | -$42K | – | 526 |
|
|
2015
Q4 | $42K | Sell |
365
-179,295
| -100% | -$20.6M | ﹤0.01% | 256 |
|
|
2015
Q3 | $20.8M | Sell |
179,660
-109,544
| -38% | -$12.7M | 0.59% | 55 |
|
|
2015
Q2 | $35.3M | Buy |
289,204
+211,674
| +273% | +$25.8M | 1.03% | 38 |
|
|
2015
Q1 | $9.17M | Buy |
77,530
+4,657
| +6% | +$551K | 0.29% | 83 |
|
|
2014
Q4 | $7.37M | Buy |
+72,873
| New | +$7.37M | 0.26% | 101 |
|
|
2013
Q3 | – | Sell |
-91,400
| Closed | -$5.98M | – | 325 |
|
|
2013
Q2 | $5.98M | Buy |
+91,400
| New | +$5.98M | 0.72% | 39 |
|