Liontrust Investment 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 | $12.9M | Buy |
41,472
+3,034
| +8% | +$947K | 0.19% | 86 |
|
|
2025
Q1 | $20.1M | Buy |
38,438
+10,617
| +38% | +$5.56M | 0.31% | 64 |
|
|
2024
Q4 | $14.1M | Buy |
+27,821
| New | +$14.1M | 0.2% | 82 |
|
|
2024
Q2 | – | Sell |
-42,000
| Closed | -$20.8M | – | 236 |
|
|
2024
Q1 | $20.8M | Buy |
42,000
+2,000
| +5% | +$989K | 0.29% | 64 |
|
|
2023
Q4 | $21.1M | Buy |
40,000
+30,500
| +321% | +$16.1M | 0.31% | 60 |
|
|
2023
Q3 | $4.79M | Sell |
9,500
-52,068
| -85% | -$26.3M | 0.08% | 119 |
|
|
2023
Q2 | $29.6M | Sell |
61,568
-11,900
| -16% | -$5.72M | 0.43% | 39 |
|
|
2023
Q1 | $34.7M | Sell |
73,468
-13,400
| -15% | -$6.33M | 0.51% | 38 |
|
|
2022
Q4 | $46.1M | Sell |
86,868
-5,500
| -6% | -$2.92M | 0.8% | 37 |
|
|
2022
Q3 | $46.6M | Sell |
92,368
-17,100
| -16% | -$8.64M | 0.75% | 33 |
|
|
2022
Q2 | $56.2M | Sell |
109,468
-14,000
| -11% | -$7.19M | 0.79% | 33 |
|
|
2022
Q1 | $63M | Sell |
123,468
-8,500
| -6% | -$4.33M | 0.82% | 33 |
|
|
2021
Q4 | $66.3M | Sell |
131,968
-200
| -0.2% | -$100K | 0.79% | 32 |
|
|
2021
Q3 | $51.6M | Buy |
+132,168
| New | +$51.6M | 0.71% | 33 |
|
|
2020
Q4 | $28.6M | Buy |
+81,668
| New | +$28.6M | 0.58% | 39 |
|