Lombard Odier Asset Management (USA)’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 345 |
|
|
2024
Q2 | – | Sell |
-1,936
| Closed | -$958K | – | 328 |
|
|
2024
Q1 | $958K | Buy |
+1,936
| New | +$958K | 0.02% | 77 |
|
|
2020
Q3 | – | Sell |
-4,200
| Closed | -$1.24M | – | 228 |
|
|
2020
Q2 | $1.24M | Buy |
+4,200
| New | +$1.24M | 0.09% | 103 |
|
|
2019
Q2 | – | Sell |
-10,000
| Closed | -$2.47M | – | 248 |
|
|
2019
Q1 | $2.47M | Sell |
10,000
-20,000
| -67% | -$4.95M | 0.2% | 72 |
|
|
2018
Q4 | $7.47M | Buy |
+30,000
| New | +$7.47M | 0.59% | 34 |
|
|
2018
Q3 | – | Sell |
-30,000
| Closed | -$7.36M | – | 246 |
|
|
2018
Q2 | $7.36M | Buy |
30,000
+12,200
| +69% | +$2.99M | 0.48% | 28 |
|
|
2018
Q1 | $3.81M | Buy |
17,800
+1,538
| +9% | +$329K | 0.27% | 70 |
|
|
2017
Q4 | $3.59M | Buy |
+16,262
| New | +$3.59M | 0.27% | 76 |
|
|
2013
Q3 | – | Sell |
-70,000
| Closed | -$4.58M | – | 174 |
|
|
2013
Q2 | $4.58M | Buy |
+70,000
| New | +$4.58M | 0.26% | 83 |
|