Lombard Odier Asset Management (Europe)’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 |
-30,459
| Closed | -$16M | – | 169 |
|
|
2025
Q1 | $16M | Sell |
30,459
-15,743
| -34% | -$8.25M | 1.28% | 28 |
|
|
2024
Q4 | $23.4M | Sell |
46,202
-15,674
| -25% | -$7.93M | 1.5% | 10 |
|
|
2024
Q3 | $36.2M | Sell |
61,876
-6,518
| -10% | -$3.81M | 1.54% | 5 |
|
|
2024
Q2 | $34.8M | Buy |
68,394
+28,797
| +73% | +$14.7M | 1.65% | 6 |
|
|
2024
Q1 | $19.6M | Buy |
39,597
+4,107
| +12% | +$2.03M | 1.18% | 16 |
|
|
2023
Q4 | $18.7M | Buy |
35,490
+14,978
| +73% | +$7.89M | 1.08% | 20 |
|
|
2023
Q3 | $10.3M | Sell |
20,512
-51
| -0.2% | -$25.7K | 0.53% | 63 |
|
|
2023
Q2 | $9.88M | Sell |
20,563
-1,656
| -7% | -$796K | 0.46% | 66 |
|
|
2023
Q1 | $10.5M | Sell |
22,219
-2,003
| -8% | -$947K | 0.52% | 56 |
|
|
2022
Q4 | $12.8M | Sell |
24,222
-2,236
| -8% | -$1.19M | 0.52% | 57 |
|
|
2022
Q3 | $13.4M | Buy |
26,458
+1,954
| +8% | +$987K | 0.69% | 45 |
|
|
2022
Q2 | $12.6M | Buy |
24,504
+8,102
| +49% | +$4.16M | 0.63% | 48 |
|
|
2022
Q1 | $8.37M | Buy |
16,402
+3,337
| +26% | +$1.7M | 0.32% | 100 |
|
|
2021
Q4 | $6.56M | Buy |
+13,065
| New | +$6.56M | 0.29% | 81 |
|
|
2021
Q2 | – | Sell |
-937
| Closed | -$349K | – | 237 |
|
|
2021
Q1 | $349K | Sell |
937
-9,283
| -91% | -$3.46M | 0.02% | 147 |
|
|
2020
Q4 | $3.54M | Buy |
10,220
+1,594
| +18% | +$551K | 0.21% | 87 |
|
|
2020
Q3 | $2.69M | Buy |
+8,626
| New | +$2.69M | 0.16% | 74 |
|
|
2020
Q2 | – | Sell |
-8,494
| Closed | -$2.12M | – | 275 |
|
|
2020
Q1 | $2.12M | Sell |
8,494
-1,267
| -13% | -$316K | 0.17% | 84 |
|
|
2019
Q4 | $2.87M | Hold |
9,761
| – | – | 0.21% | 70 |
|
|
2019
Q3 | $2.12M | Hold |
9,761
| – | – | 0.17% | 83 |
|
|
2019
Q2 | $2.38M | Buy |
9,761
+113
| +1% | +$27.6K | 0.2% | 77 |
|
|
2019
Q1 | $2.39M | Hold |
9,648
| – | – | 0.24% | 65 |
|
|
2018
Q4 | $2.4M | Hold |
9,648
| – | – | 0.21% | 67 |
|
|
2018
Q3 | $2.57M | Hold |
9,648
| – | – | 0.18% | 72 |
|
|
2018
Q2 | $2.37M | Buy |
9,648
+171
| +2% | +$42K | 0.18% | 71 |
|
|
2018
Q1 | $2.03M | Sell |
9,477
-1,176
| -11% | -$252K | 0.14% | 70 |
|
|
2017
Q4 | $2.35M | Sell |
10,653
-366
| -3% | -$80.7K | 0.15% | 68 |
|
|
2017
Q3 | $2.16M | Sell |
11,019
-315
| -3% | -$61.7K | 0.12% | 67 |
|
|
2017
Q2 | $2.1M | Hold |
11,334
| – | – | 0.12% | 64 |
|
|
2017
Q1 | $1.86M | Sell |
11,334
-897
| -7% | -$147K | 0.1% | 75 |
|
|
2016
Q4 | $1.96M | Hold |
12,231
| – | – | 0.71% | 29 |
|
|
2016
Q3 | $1.71M | Hold |
12,231
| – | – | 0.58% | 38 |
|
|
2016
Q2 | $1.73M | Buy |
+12,231
| New | +$1.73M | 0.09% | 74 |
|
|
2015
Q1 | – | Sell |
-3,308
| Closed | -$336K | – | 172 |
|
|
2014
Q4 | $336K | Buy |
+3,308
| New | +$336K | 0.07% | 139 |
|