LSV Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
3,560
+32
| +0.9% | +$9.99K | ﹤0.01% | 602 |
|
|
2025
Q1 | $1.85M | Buy |
3,528
+14
| +0.4% | +$7.33K | ﹤0.01% | 568 |
|
|
2024
Q4 | $1.78M | Buy |
3,514
+14
| +0.4% | +$7.08K | ﹤0.01% | 567 |
|
|
2024
Q3 | $2.05M | Sell |
3,500
-29,500
| -89% | -$17.2M | ﹤0.01% | 577 |
|
|
2024
Q2 | $16.8M | Hold |
33,000
| – | – | 0.04% | 355 |
|
|
2024
Q1 | $16.3M | Hold |
33,000
| – | – | 0.03% | 359 |
|
|
2023
Q4 | $17.4M | Hold |
33,000
| – | – | 0.04% | 360 |
|
|
2023
Q3 | $16.6M | Hold |
33,000
| – | – | 0.04% | 345 |
|
|
2023
Q2 | $15.9M | Sell |
33,000
-2,990
| -8% | -$1.44M | 0.04% | 358 |
|
|
2023
Q1 | $17M | Hold |
35,990
| – | – | 0.04% | 328 |
|
|
2022
Q4 | $19.1M | Sell |
35,990
-500
| -1% | -$265K | 0.04% | 313 |
|
|
2022
Q3 | $18.4M | Sell |
36,490
-4,100
| -10% | -$2.07M | 0.04% | 313 |
|
|
2022
Q2 | $20.8M | Sell |
40,590
-2,300
| -5% | -$1.18M | 0.05% | 308 |
|
|
2022
Q1 | $21.9M | Buy |
42,890
+3,340
| +8% | +$1.7M | 0.04% | 328 |
|
|
2021
Q4 | $19.9M | Sell |
39,550
-1,140
| -3% | -$572K | 0.04% | 361 |
|
|
2021
Q3 | $15.9M | Hold |
40,690
| – | – | 0.03% | 395 |
|
|
2021
Q2 | $16.3M | Sell |
40,690
-3,060
| -7% | -$1.23M | 0.03% | 407 |
|
|
2021
Q1 | $16.3M | Sell |
43,750
-13,850
| -24% | -$5.15M | 0.03% | 410 |
|
|
2020
Q4 | $20.2M | Sell |
57,600
-490
| -0.8% | -$172K | 0.04% | 366 |
|
|
2020
Q3 | $18.1M | Hold |
58,090
| – | – | 0.04% | 338 |
|
|
2020
Q2 | $17.1M | Sell |
58,090
-800
| -1% | -$236K | 0.04% | 365 |
|
|
2020
Q1 | $14.7M | Hold |
58,890
| – | – | 0.04% | 347 |
|
|
2019
Q4 | $17.3M | Sell |
58,890
-1,950
| -3% | -$573K | 0.03% | 401 |
|
|
2019
Q3 | $13.2M | Buy |
60,840
+15,890
| +35% | +$3.45M | 0.02% | 423 |
|
|
2019
Q2 | $11M | Sell |
44,950
-900
| -2% | -$220K | 0.02% | 457 |
|
|
2019
Q1 | $11.3M | Sell |
45,850
-200
| -0.4% | -$49.4K | 0.02% | 449 |
|
|
2018
Q4 | $11.5M | Hold |
46,050
| – | – | 0.02% | 447 |
|
|
2018
Q3 | $12.3M | Buy |
46,050
+5,650
| +14% | +$1.5M | 0.02% | 467 |
|
|
2018
Q2 | $9.91M | Hold |
40,400
| – | – | 0.02% | 498 |
|
|
2018
Q1 | $8.65M | Sell |
40,400
-169,260
| -81% | -$36.2M | 0.01% | 504 |
|
|
2017
Q4 | $46.2M | Sell |
209,660
-26,580
| -11% | -$5.86M | 0.07% | 257 |
|
|
2017
Q3 | $46.3M | Sell |
236,240
-100
| -0% | -$19.6K | 0.08% | 250 |
|
|
2017
Q2 | $43.8M | Sell |
236,340
-7,000
| -3% | -$1.3M | 0.08% | 246 |
|
|
2017
Q1 | $39.9M | Sell |
243,340
-16,600
| -6% | -$2.72M | 0.07% | 246 |
|
|
2016
Q4 | $41.6M | Buy |
259,940
+1,700
| +0.7% | +$272K | 0.08% | 248 |
|
|
2016
Q3 | $36.2M | Sell |
258,240
-4,160
| -2% | -$582K | 0.07% | 242 |
|
|
2016
Q2 | $37.1M | Sell |
262,400
-9,000
| -3% | -$1.27M | 0.08% | 232 |
|
|
2016
Q1 | $35M | Sell |
271,400
-2,800
| -1% | -$361K | 0.07% | 231 |
|
|
2015
Q4 | $32.3M | Sell |
274,200
-656,840
| -71% | -$77.3M | 0.07% | 231 |
|
|
2015
Q3 | $108M | Buy |
931,040
+21,440
| +2% | +$2.49M | 0.24% | 121 |
|
|
2015
Q2 | $111M | Sell |
909,600
-74,314
| -8% | -$9.07M | 0.23% | 123 |
|
|
2015
Q1 | $116M | Sell |
983,914
-20,500
| -2% | -$2.42M | 0.24% | 125 |
|
|
2014
Q4 | $102M | Sell |
1,004,414
-2,940
| -0.3% | -$297K | 0.21% | 123 |
|
|
2014
Q3 | $86.9M | Buy |
1,007,354
+69,200
| +7% | +$5.97M | 0.19% | 128 |
|
|
2014
Q2 | $76.7M | Buy |
938,154
+11,570
| +1% | +$946K | 0.17% | 133 |
|
|
2014
Q1 | $76M | Sell |
926,584
-89,986
| -9% | -$7.38M | 0.18% | 128 |
|
|
2013
Q4 | $76.5M | Sell |
1,016,570
-5,380
| -0.5% | -$405K | 0.18% | 133 |
|
|
2013
Q3 | $73.2M | Sell |
1,021,950
-14,220
| -1% | -$1.02M | 0.19% | 129 |
|
|
2013
Q2 | $67.8M | Buy |
+1,036,170
| New | +$67.8M | 0.18% | 134 |
|