Mawer Investment Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330M | Sell |
1,059,369
-1,014,563
| -49% | -$317M | 1.68% | 15 |
|
|
2025
Q1 | $1.09B | Sell |
2,073,932
-56,362
| -3% | -$29.5M | 5.25% | 4 |
|
|
2024
Q4 | $1.08B | Sell |
2,130,294
-49,481
| -2% | -$25M | 4.89% | 5 |
|
|
2024
Q3 | $1.27B | Sell |
2,179,775
-20,921
| -1% | -$12.2M | 5.81% | 4 |
|
|
2024
Q2 | $1.12B | Buy |
2,200,696
+25,895
| +1% | +$13.2M | 5.31% | 4 |
|
|
2024
Q1 | $1.08B | Buy |
2,174,801
+130,925
| +6% | +$64.8M | 4.99% | 4 |
|
|
2023
Q4 | $1.08B | Buy |
2,043,876
+32,726
| +2% | +$17.2M | 5.51% | 4 |
|
|
2023
Q3 | $1.01B | Buy |
2,011,150
+862,024
| +75% | +$435M | 5.42% | 4 |
|
|
2023
Q2 | $552M | Sell |
1,149,126
-21,148
| -2% | -$10.2M | 2.89% | 9 |
|
|
2023
Q1 | $553M | Sell |
1,170,274
-10,688
| -0.9% | -$5.05M | 3.02% | 9 |
|
|
2022
Q4 | $626M | Buy |
1,180,962
+38,343
| +3% | +$20.3M | 3.53% | 7 |
|
|
2022
Q3 | $577M | Sell |
1,142,619
-55,007
| -5% | -$27.8M | 3.5% | 10 |
|
|
2022
Q2 | $615M | Sell |
1,197,626
-4,805
| -0.4% | -$2.47M | 3.49% | 8 |
|
|
2022
Q1 | $613M | Buy |
1,202,431
+300,377
| +33% | +$153M | 2.91% | 11 |
|
|
2021
Q4 | $453M | Buy |
902,054
+499,990
| +124% | +$251M | 2.04% | 18 |
|
|
2021
Q3 | $157M | Buy |
402,064
+15,150
| +4% | +$5.92M | 0.75% | 33 |
|
|
2021
Q2 | $155M | Buy |
386,914
+40,283
| +12% | +$16.1M | 0.77% | 32 |
|
|
2021
Q1 | $129M | Buy |
346,631
+82,558
| +31% | +$30.7M | 0.7% | 37 |
|
|
2020
Q4 | $92.6M | Buy |
264,073
+71,235
| +37% | +$25M | 0.55% | 43 |
|
|
2020
Q3 | $60.1M | Buy |
192,838
+65,019
| +51% | +$20.3M | 0.39% | 52 |
|
|
2020
Q2 | $37.7M | Buy |
+127,819
| New | +$37.7M | 0.28% | 58 |
|