LGT Capital Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-40,147
| Closed | -$21M | – | 54 |
|
|
2025
Q1 | $21M | Sell |
40,147
-15,883
| -28% | -$8.32M | 0.93% | 33 |
|
|
2024
Q4 | $28.3M | Sell |
56,030
-24,006
| -30% | -$12.1M | 1.08% | 31 |
|
|
2024
Q3 | $46.8M | Sell |
80,036
-60,974
| -43% | -$35.7M | 1.63% | 22 |
|
|
2024
Q2 | $71.8M | Sell |
141,010
-6,524
| -4% | -$3.32M | 2.45% | 16 |
|
|
2024
Q1 | $73M | Sell |
147,534
-10,581
| -7% | -$5.23M | 2.28% | 16 |
|
|
2023
Q4 | $83.2M | Sell |
158,115
-90,386
| -36% | -$47.6M | 2.48% | 12 |
|
|
2023
Q3 | $125M | Sell |
248,501
-1,344
| -0.5% | -$678K | 4.51% | 7 |
|
|
2023
Q2 | $120M | Sell |
249,845
-34,489
| -12% | -$16.6M | 4.15% | 7 |
|
|
2023
Q1 | $134M | Buy |
284,334
+34,668
| +14% | +$16.4M | 3.74% | 9 |
|
|
2022
Q4 | $132M | Sell |
249,666
-4,609
| -2% | -$2.44M | 3.87% | 6 |
|
|
2022
Q3 | $128M | Sell |
254,275
-36,800
| -13% | -$18.6M | 3.93% | 6 |
|
|
2022
Q2 | $150M | Buy |
291,075
+2,745
| +1% | +$1.41M | 4.55% | 4 |
|
|
2022
Q1 | $147M | Buy |
288,330
+87,047
| +43% | +$44.4M | 4.18% | 5 |
|
|
2021
Q4 | $101M | Sell |
201,283
-85,145
| -30% | -$42.8M | 2.69% | 10 |
|
|
2021
Q3 | $112M | Sell |
286,428
-4,874
| -2% | -$1.9M | 3.37% | 8 |
|
|
2021
Q2 | $117M | Sell |
291,302
-139,677
| -32% | -$55.9M | 3.3% | 8 |
|
|
2021
Q1 | $160M | Sell |
430,979
-2,521
| -0.6% | -$938K | 5.25% | 4 |
|
|
2020
Q4 | $152M | Buy |
433,500
+58,094
| +15% | +$20.4M | 5.26% | 4 |
|
|
2020
Q3 | $117M | Buy |
375,406
+81,103
| +28% | +$25.3M | 4.91% | 4 |
|
|
2020
Q2 | $86.8M | Sell |
294,303
-28,869
| -9% | -$8.51M | 4.3% | 6 |
|
|
2020
Q1 | $80.6M | Sell |
323,172
-55,860
| -15% | -$13.9M | 5.18% | 3 |
|
|
2019
Q4 | $111M | Sell |
379,032
-79,646
| -17% | -$23.4M | 6.6% | 2 |
|
|
2019
Q3 | $99.7M | Buy |
458,678
+155,878
| +51% | +$33.9M | 6.57% | 2 |
|
|
2019
Q2 | $73.9M | Buy |
302,800
+220,210
| +267% | +$53.7M | 5.44% | 2 |
|
|
2019
Q1 | $20.4M | Sell |
82,590
-1,130
| -1% | -$279K | 1.51% | 22 |
|
|
2018
Q4 | $20.9M | Sell |
83,720
-48,810
| -37% | -$12.2M | 1.73% | 21 |
|
|
2018
Q3 | $35.3M | Sell |
132,530
-51,030
| -28% | -$13.6M | 2.74% | 10 |
|
|
2018
Q2 | $45M | Buy |
183,560
+7,200
| +4% | +$1.77M | 3.51% | 6 |
|
|
2018
Q1 | $37.7M | Buy |
176,360
+55,140
| +45% | +$11.8M | 3.23% | 7 |
|
|
2017
Q4 | $26.7M | Buy |
121,220
+6,820
| +6% | +$1.5M | 2.5% | 12 |
|
|
2017
Q3 | $22.4M | Buy |
114,400
+2,585
| +2% | +$506K | 2.26% | 15 |
|
|
2017
Q2 | $20.7M | Buy |
111,815
+66,145
| +145% | +$12.3M | 2.08% | 16 |
|
|
2017
Q1 | $7.49M | Sell |
45,670
-27,750
| -38% | -$4.55M | 0.85% | 48 |
|
|
2016
Q4 | $11.8M | Sell |
73,420
-15,140
| -17% | -$2.42M | 1.6% | 25 |
|
|
2016
Q3 | $12.4M | Buy |
88,560
+2,000
| +2% | +$280K | 1.74% | 25 |
|
|
2016
Q2 | $12.2M | Sell |
86,560
-18,930
| -18% | -$2.67M | 2.12% | 19 |
|
|
2016
Q1 | $13.6M | Buy |
105,490
+24,550
| +30% | +$3.16M | 2.46% | 16 |
|
|
2015
Q4 | $9.52M | Buy |
80,940
+1,650
| +2% | +$194K | 2.15% | 22 |
|
|
2015
Q3 | $9.2M | Sell |
79,290
-6,600
| -8% | -$766K | 2.69% | 13 |
|
|
2015
Q2 | $10.5M | Sell |
85,890
-48,410
| -36% | -$5.91M | 2.98% | 12 |
|
|
2015
Q1 | $15.9M | Buy |
134,300
+2,130
| +2% | +$252K | 4.09% | 7 |
|
|
2014
Q4 | $13.4M | Sell |
132,170
-54,100
| -29% | -$5.47M | 3.4% | 6 |
|
|
2014
Q3 | $16.1M | Buy |
186,270
+8,160
| +5% | +$704K | 4.15% | 5 |
|
|
2014
Q2 | $14.6M | Buy |
+178,110
| New | +$14.6M | 3.43% | 3 |
|