M&R Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.72M | Sell |
6,364
-4
| -0.1% | -$2.26K | 0.82% | 29 |
|
|
2024
Q2 | $3.24M | Buy |
6,368
+228
| +4% | +$112K | 0.77% | 30 |
|
|
2024
Q1 | $3.04M | Sell |
6,140
-312
| -5% | -$159K | 0.74% | 33 |
|
|
2023
Q4 | $3.4M | Buy |
6,452
+81
| +1% | +$43.2K | 0.85% | 27 |
|
|
2023
Q3 | $3.21M | Buy |
6,371
+70
| +1% | +$34.5K | 0.88% | 27 |
|
|
2023
Q2 | $3.03M | Buy |
6,301
+723
| +13% | +$354K | 0.79% | 30 |
|
|
2023
Q1 | $2.64M | Buy |
5,578
+114
| +2% | +$55K | 0.74% | 32 |
|
|
2022
Q4 | $2.9M | Buy |
5,464
+3
| +0.1% | +$1.59K | 0.8% | 31 |
|
|
2022
Q3 | $2.76M | Buy |
5,461
+41
| +0.8% | +$21.6K | 0.78% | 33 |
|
|
2022
Q2 | $2.78M | Sell |
5,420
-46
| -0.8% | -$23.1K | 0.73% | 34 |
|
|
2022
Q1 | $2.79M | Buy |
5,466
+135
| +3% | +$65.1K | 0.6% | 38 |
|
|
2021
Q4 | $2.68M | Buy |
5,331
+89
| +2% | +$40.3K | 0.55% | 40 |
|
|
2021
Q3 | $2.05M | Buy |
5,242
+639
| +14% | +$265K | 0.46% | 44 |
|
|
2021
Q2 | $1.84M | Buy |
4,603
+472
| +11% | +$188K | 0.42% | 45 |
|
|
2021
Q1 | $1.54M | Buy |
4,131
+500
| +14% | +$173K | 0.38% | 51 |
|
|
2020
Q4 | $1.27M | Sell |
3,631
-20
| -0.5% | -$6.7K | 0.29% | 60 |
|
|
2020
Q3 | $1.14M | Hold |
3,651
| – | – | 0.28% | 63 |
|
|
2020
Q2 | $1.08M | Buy |
3,651
+50
| +1% | +$14.3K | 0.29% | 65 |
|
|
2020
Q1 | $898K | Buy |
3,601
+950
| +36% | +$261K | 0.27% | 76 |
|
|
2019
Q4 | $779K | Sell |
2,651
-1,010
| -28% | -$264K | 0.18% | 95 |
|
|
2019
Q3 | $795K | Buy |
3,661
+290
| +9% | +$70K | 0.18% | 98 |
|
|
2019
Q2 | $822K | Buy |
3,371
+115
| +4% | +$27.7K | 0.19% | 97 |
|
|
2019
Q1 | $771K | Buy |
3,256
+445
| +16% | +$113K | 0.18% | 100 |
|
|
2018
Q4 | $700K | Buy |
2,811
+25
| +0.9% | +$6.6K | 0.18% | 96 |
|
|
2018
Q3 | $741K | Buy |
2,786
+25
| +0.9% | +$6.5K | 0.16% | 104 |
|
|
2018
Q2 | $677K | Buy |
2,761
+100
| +4% | +$24K | 0.16% | 106 |
|
|
2018
Q1 | $569K | Buy |
2,661
+660
| +33% | +$151K | 0.13% | 120 |
|
|
2017
Q4 | $441K | Buy |
2,001
+351
| +21% | +$74.4K | 0.1% | 137 |
|
|
2017
Q3 | $323K | Buy |
1,650
+100
| +6% | +$19.3K | 0.08% | 147 |
|
|
2017
Q2 | $299K | Buy |
1,550
+200
| +15% | +$35.1K | 0.07% | 149 |
|
|
2017
Q1 | $221K | Buy |
1,350
+1,348
| +67,400% | +$221K | 0.06% | 175 |
|
|
2016
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 583 |
|
|
2016
Q3 | $0 | Buy |
+2
| New | +$280 | ﹤0.01% | 572 |
|
Other funds holding UNH
M&R Capital Management's UNH Position: Q3 2024 in Review
M&R Capital Management reduced its UnitedHealth (UNH) stake by 0.06% in Q3 2024, selling an estimated $2.26K and leaving 6,364 shares worth $3.72M. The position accounts for 0.82% of the portfolio, ranked #29.
M&R Capital Management first reported a position in UNH in Q3 2016 and has held it in 33 quarters since. 3,466 funds tracked by Wall St. Rank hold UNH as of Q3 2024.
- M&R Capital Management held 6,364 shares of UnitedHealth worth $3.72M as of Q3 2024.
- M&R Capital Management sold 4 UnitedHealth shares in Q3 2024, an estimated $2.26K.
- UnitedHealth made up 0.82% of M&R Capital Management's portfolio in Q3 2024, its #29 holding.
- M&R Capital Management first reported a position in UnitedHealth in Q3 2016 and has held it in 33 quarters since.
- 3,466 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.
Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.