Lombard Odier Asset Management (Switzerland)’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13.2M | Buy |
42,441
+181
| +0.4% | +$56.5K | 0.67% | 25 |
|
2025
Q1 | $22.1M | Buy |
42,260
+16,562
| +64% | +$8.67M | 1.27% | 12 |
|
2024
Q4 | $13M | Buy |
25,698
+1,815
| +8% | +$918K | 0.97% | 14 |
|
2024
Q3 | $14M | Buy |
23,883
+2,365
| +11% | +$1.38M | 1.17% | 12 |
|
2024
Q2 | $11M | Sell |
21,518
-27,430
| -56% | -$14M | 1.12% | 14 |
|
2024
Q1 | $24.2M | Buy |
48,948
+12,349
| +34% | +$6.11M | 1.7% | 8 |
|
2023
Q4 | $19.3M | Sell |
36,599
-5,890
| -14% | -$3.1M | 2.58% | 3 |
|
2023
Q3 | $21.4M | Sell |
42,489
-4,740
| -10% | -$2.39M | 3.46% | 2 |
|
2023
Q2 | $22.7M | Buy |
47,229
+10,575
| +29% | +$5.08M | 3.22% | 3 |
|
2023
Q1 | $17.3M | Buy |
36,654
+735
| +2% | +$347K | 1.51% | 10 |
|
2022
Q4 | $19M | Buy |
35,919
+236
| +0.7% | +$125K | 1.52% | 15 |
|
2022
Q3 | $18M | Sell |
35,683
-7,748
| -18% | -$3.91M | 1.53% | 19 |
|
2022
Q2 | $22.3M | Sell |
43,431
-22,525
| -34% | -$11.6M | 1.89% | 8 |
|
2022
Q1 | $33.6M | Sell |
65,956
-15,167
| -19% | -$7.73M | 2.64% | 5 |
|
2021
Q4 | $40.7M | Buy |
81,123
+13,805
| +21% | +$6.93M | 2.6% | 1 |
|
2021
Q3 | $26.1M | Sell |
67,318
-5,555
| -8% | -$2.15M | 1.62% | 15 |
|
2021
Q2 | $29.2M | Buy |
72,873
+22,072
| +43% | +$8.84M | 1.48% | 9 |
|
2021
Q1 | $18.9M | Hold |
50,801
| – | – | 1.25% | 27 |
|
2020
Q4 | $17.8M | Sell |
50,801
-6,103
| -11% | -$2.14M | 2.01% | 22 |
|
2020
Q3 | $17.7M | Buy |
56,904
+466
| +0.8% | +$145K | 1.87% | 11 |
|
2020
Q2 | $16.6M | Sell |
56,438
-2,105
| -4% | -$621K | 2.58% | 9 |
|
2020
Q1 | $14.6M | Buy |
58,543
+1,786
| +3% | +$445K | 1.96% | 13 |
|
2019
Q4 | $16.7M | Buy |
56,757
+402
| +0.7% | +$118K | 1.57% | 16 |
|
2019
Q3 | $12.2M | Sell |
56,355
-46,611
| -45% | -$10.1M | 1.32% | 23 |
|
2019
Q2 | $25.1M | Buy |
102,966
+34,000
| +49% | +$8.3M | 2.55% | 3 |
|
2019
Q1 | $17.1M | Sell |
68,966
-18,000
| -21% | -$4.45M | 1.73% | 16 |
|
2018
Q4 | $21.7M | Buy |
86,966
+2,203
| +3% | +$549K | 2.46% | 6 |
|
2018
Q3 | $22.6M | Sell |
84,763
-9,000
| -10% | -$2.39M | 2.24% | 7 |
|
2018
Q2 | $23M | Sell |
93,763
-5,563
| -6% | -$1.36M | 2.42% | 6 |
|
2018
Q1 | $21.3M | Buy |
99,326
+397
| +0.4% | +$85K | 2.21% | 5 |
|
2017
Q4 | $21.8M | Sell |
98,929
-10,000
| -9% | -$2.2M | 2.12% | 7 |
|
2017
Q3 | $21.3M | Buy |
108,929
+30,000
| +38% | +$5.88M | 2.07% | 9 |
|
2017
Q2 | $14.6M | Buy |
78,929
+7,500
| +10% | +$1.39M | 1.68% | 13 |
|
2017
Q1 | $11.7M | Sell |
71,429
-58,571
| -45% | -$9.61M | 1.3% | 20 |
|
2016
Q4 | $20.8M | Buy |
130,000
+30,000
| +30% | +$4.8M | 5.25% | 2 |
|
2016
Q3 | $14M | Sell |
100,000
-49,929
| -33% | -$6.99M | 3.34% | 14 |
|
2016
Q2 | $21.2M | Buy |
149,929
+105,604
| +238% | +$14.9M | 2.88% | 7 |
|
2016
Q1 | $5.71M | Buy |
44,325
+40,000
| +925% | +$5.16M | 0.68% | 35 |
|
2015
Q4 | $514K | Sell |
4,325
-130,000
| -97% | -$15.4M | 0.06% | 179 |
|
2015
Q3 | $15.6M | Buy |
134,325
+45,367
| +51% | +$5.26M | 1.42% | 17 |
|
2015
Q2 | $10.9M | Sell |
88,958
-41,830
| -32% | -$5.1M | 0.81% | 33 |
|
2015
Q1 | $15.5M | Buy |
130,788
+127,480
| +3,854% | +$15.1M | 1.72% | 16 |
|
2014
Q4 | $336K | Sell |
3,308
-148,714
| -98% | -$15.1M | 0.04% | 304 |
|
2014
Q3 | $13.2M | Buy |
152,022
+142,156
| +1,441% | +$12.3M | 0.34% | 75 |
|
2014
Q2 | $804K | Buy |
+9,866
| New | +$804K | 0.09% | 143 |
|