McKinley 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
Q2 | $762K | Sell |
1,496
-22,606
| -94% | -$11.1M | 0.13% | 101 |
|
|
2024
Q1 | $11.9M | Sell |
24,102
-27,101
| -53% | -$13.8M | 1.43% | 12 |
|
|
2023
Q4 | $27M | Sell |
51,203
-6,658
| -12% | -$3.55M | 3.46% | 3 |
|
|
2023
Q3 | $29.2M | Sell |
57,861
-2,280
| -4% | -$1.12M | 4.1% | 3 |
|
|
2023
Q2 | $28.9M | Sell |
60,141
-13,906
| -19% | -$6.8M | 3.86% | 3 |
|
|
2023
Q1 | $35M | Sell |
74,047
-8,093
| -10% | -$3.91M | 4.64% | 3 |
|
|
2022
Q4 | $43.5M | Sell |
82,140
-1,646
| -2% | -$872K | 5.83% | 1 |
|
|
2022
Q3 | $42.3M | Buy |
83,786
+991
| +1% | +$521K | 5.74% | 1 |
|
|
2022
Q2 | $42.5M | Buy |
82,795
+2,000
| +2% | +$1M | 5.56% | 2 |
|
|
2022
Q1 | $41.2M | Sell |
80,795
-4,754
| -6% | -$2.29M | 4.1% | 3 |
|
|
2021
Q4 | $43M | Sell |
85,549
-4,583
| -5% | -$2.07M | 3.84% | 3 |
|
|
2021
Q3 | $35.2M | Sell |
90,132
-29,407
| -25% | -$12.2M | 3.31% | 3 |
|
|
2021
Q2 | $47.9M | Buy |
119,539
+8,810
| +8% | +$3.51M | 3.35% | 4 |
|
|
2021
Q1 | $41.2M | Sell |
110,729
-3,467
| -3% | -$1.2M | 3.11% | 4 |
|
|
2020
Q4 | $40M | Buy |
114,196
+1,835
| +2% | +$615K | 2.86% | 4 |
|
|
2020
Q3 | $35M | Sell |
112,361
-24,378
| -18% | -$7.49M | 2.73% | 5 |
|
|
2020
Q2 | $40.3M | Buy |
136,739
+35,362
| +35% | +$10.1M | 2.75% | 5 |
|
|
2020
Q1 | $25.3M | Sell |
101,377
-254
| -0.2% | -$69.9K | 2.03% | 9 |
|
|
2019
Q4 | $29.9M | Buy |
101,631
+55,398
| +120% | +$14.5M | 1.95% | 12 |
|
|
2019
Q3 | $10M | Sell |
46,233
-112,130
| -71% | -$27.1M | 0.75% | 51 |
|
|
2019
Q2 | $38.6M | Buy |
158,363
+60,063
| +61% | +$14.4M | 2.46% | 5 |
|
|
2019
Q1 | $24.3M | Sell |
98,300
-242
| -0.2% | -$61.7K | 1.75% | 20 |
|
|
2018
Q4 | $24.5M | Sell |
98,542
-4,876
| -5% | -$1.29M | 1.99% | 13 |
|
|
2018
Q3 | $27.5M | Sell |
103,418
-3,989
| -4% | -$1.04M | 1.75% | 19 |
|
|
2018
Q2 | $26.4M | Buy |
107,407
+29,511
| +38% | +$7.09M | 1.71% | 16 |
|
|
2018
Q1 | $16.7M | Sell |
77,896
-28,690
| -27% | -$6.55M | 0.97% | 41 |
|
|
2017
Q4 | $23.5M | Sell |
106,586
-14,031
| -12% | -$2.97M | 1.19% | 31 |
|
|
2017
Q3 | $23.6M | Sell |
120,617
-40,949
| -25% | -$7.91M | 0.97% | 42 |
|
|
2017
Q2 | $30M | Sell |
161,566
-10,374
| -6% | -$1.82M | 1.12% | 35 |
|
|
2017
Q1 | $28.2M | Buy |
171,940
+8,240
| +5% | +$1.35M | 1.04% | 37 |
|
|
2016
Q4 | $26.2M | Sell |
163,700
-68,164
| -29% | -$10.2M | 1.03% | 34 |
|
|
2016
Q3 | $32.5M | Buy |
231,864
+64,346
| +38% | +$9.01M | 1.17% | 24 |
|
|
2016
Q2 | $23.7M | Buy |
167,518
+102,177
| +156% | +$13.6M | 1.14% | 22 |
|
|
2016
Q1 | $8.42M | Buy |
65,341
+62,979
| +2,666% | +$7.45M | 0.41% | 65 |
|
|
2015
Q4 | $278K | Buy |
2,362
+10
| +0.4% | +$1.17K | 0.01% | 290 |
|
|
2015
Q3 | $273K | Sell |
2,352
-132
| -5% | -$15.8K | 0.01% | 293 |
|
|
2015
Q2 | $303K | Sell |
2,484
-25
| -1% | -$2.96K | 0.01% | 304 |
|
|
2015
Q1 | $297K | Sell |
2,509
-98
| -4% | -$10.9K | 0.01% | 291 |
|
|
2014
Q4 | $264K | Buy |
+2,607
| New | +$247K | 0.01% | 296 |
|
|
2014
Q1 | – | Sell |
-6,452
| Closed | -$486K | – | 430 |
|
|
2013
Q4 | $486K | Buy |
+6,452
| New | +$463K | 0.02% | 302 |
|
Other funds holding UNH
