Logan Capital 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 | $4.91M | Sell |
15,746
-3,651
| -19% | -$1.14M | 0.23% | 111 |
|
|
2025
Q1 | $10.2M | Sell |
19,397
-1,781
| -8% | -$933K | 0.46% | 64 |
|
|
2024
Q4 | $10.7M | Sell |
21,178
-2,042
| -9% | -$1.03M | 0.45% | 64 |
|
|
2024
Q3 | $13.6M | Sell |
23,220
-978
| -4% | -$572K | 0.56% | 53 |
|
|
2024
Q2 | $12.3M | Sell |
24,198
-1,127
| -4% | -$574K | 0.53% | 54 |
|
|
2024
Q1 | $12.5M | Buy |
25,325
+3,300
| +15% | +$1.63M | 0.54% | 55 |
|
|
2023
Q4 | $11.6M | Sell |
22,025
-653
| -3% | -$344K | 0.54% | 58 |
|
|
2023
Q3 | $11.4M | Sell |
22,678
-1,099
| -5% | -$554K | 0.58% | 50 |
|
|
2023
Q2 | $11.4M | Sell |
23,777
-2,923
| -11% | -$1.4M | 0.55% | 58 |
|
|
2023
Q1 | $12.6M | Buy |
26,700
+10
| +0% | +$4.73K | 0.61% | 52 |
|
|
2022
Q4 | $14.2M | Sell |
26,690
-646
| -2% | -$342K | 0.73% | 42 |
|
|
2022
Q3 | $13.8M | Buy |
27,336
+67
| +0.2% | +$33.8K | 0.83% | 37 |
|
|
2022
Q2 | $14M | Buy |
27,269
+246
| +0.9% | +$126K | 0.8% | 38 |
|
|
2022
Q1 | $13.8M | Buy |
27,023
+42
| +0.2% | +$21.4K | 0.67% | 49 |
|
|
2021
Q4 | $13.5M | Sell |
26,981
-1,437
| -5% | -$722K | 0.59% | 52 |
|
|
2021
Q3 | $11.1M | Hold |
28,418
| – | – | 0.52% | 61 |
|
|
2021
Q2 | $11.4M | Buy |
28,418
+828
| +3% | +$332K | 0.53% | 61 |
|
|
2021
Q1 | $10.3M | Sell |
27,590
-704
| -2% | -$262K | 0.51% | 63 |
|
|
2020
Q4 | $9.92M | Buy |
28,294
+4,938
| +21% | +$1.73M | 0.5% | 65 |
|
|
2020
Q3 | $7.28M | Buy |
23,356
+376
| +2% | +$117K | 0.39% | 72 |
|
|
2020
Q2 | $6.78M | Sell |
22,980
-1,326
| -5% | -$391K | 0.39% | 77 |
|
|
2020
Q1 | $6.06M | Buy |
24,306
+1,445
| +6% | +$360K | 0.42% | 66 |
|
|
2019
Q4 | $6.72M | Sell |
22,861
-566
| -2% | -$166K | 0.37% | 79 |
|
|
2019
Q3 | $5.09M | Sell |
23,427
-112
| -0.5% | -$24.3K | 0.3% | 94 |
|
|
2019
Q2 | $5.74M | Sell |
23,539
-1,810
| -7% | -$442K | 0.34% | 85 |
|
|
2019
Q1 | $6.27M | Sell |
25,349
-713
| -3% | -$176K | 0.39% | 74 |
|
|
2018
Q4 | $6.49M | Buy |
26,062
+651
| +3% | +$162K | 0.51% | 59 |
|
|
2018
Q3 | $6.76M | Sell |
25,411
-758
| -3% | -$202K | 0.44% | 67 |
|
|
2018
Q2 | $6.42M | Sell |
26,169
-543
| -2% | -$133K | 0.45% | 63 |
|
|
2018
Q1 | $5.72M | Sell |
26,712
-1,117
| -4% | -$239K | 0.4% | 77 |
|
|
2017
Q4 | $6.14M | Buy |
27,829
+2,825
| +11% | +$623K | 0.43% | 70 |
|
|
2017
Q3 | $4.9M | Buy |
25,004
+21,697
| +656% | +$4.25M | 0.35% | 81 |
|
|
2017
Q2 | $613K | Buy |
3,307
+596
| +22% | +$110K | 0.05% | 204 |
|
|
2017
Q1 | $445K | Buy |
2,711
+668
| +33% | +$110K | 0.03% | 223 |
|
|
2016
Q4 | $327K | Buy |
2,043
+585
| +40% | +$93.6K | 0.03% | 247 |
|
|
2016
Q3 | $204K | Hold |
1,458
| – | – | 0.02% | 260 |
|
|
2016
Q2 | $206K | Sell |
1,458
-1,442
| -50% | -$204K | 0.02% | 257 |
|
|
2016
Q1 | $374K | Hold |
2,900
| – | – | 0.03% | 255 |
|
|
2015
Q4 | $341K | Hold |
2,900
| – | – | 0.03% | 254 |
|
|
2015
Q3 | $336K | Hold |
2,900
| – | – | 0.03% | 248 |
|
|
2015
Q2 | $354K | Hold |
2,900
| – | – | 0.03% | 261 |
|
|
2015
Q1 | $343K | Hold |
2,900
| – | – | 0.02% | 244 |
|
|
2014
Q4 | $293K | Hold |
2,900
| – | – | 0.02% | 257 |
|
|
2014
Q3 | $250K | Hold |
2,900
| – | – | 0.02% | 251 |
|
|
2014
Q2 | $237K | Hold |
2,900
| – | – | 0.02% | 255 |
|
|
2014
Q1 | $238K | Hold |
2,900
| – | – | 0.02% | 251 |
|
|
2013
Q4 | $218K | Hold |
2,900
| – | – | 0.02% | 260 |
|
|
2013
Q3 | $208K | Buy |
+2,900
| New | +$208K | 0.02% | 255 |
|