Mesirow Financial Investment Management - Fixed Income’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-6,970
| Closed | -$1.12M | – | 238 |
|
|
2016
Q4 | $1.12M | Hold |
6,970
| – | – | 0.07% | 107 |
|
|
2016
Q3 | $977K | Sell |
6,970
-1,393
| -17% | -$195K | 0.06% | 115 |
|
|
2016
Q2 | $1.18M | Sell |
8,363
-8,440
| -50% | -$1.19M | 0.07% | 116 |
|
|
2016
Q1 | $2.17M | Hold |
16,803
| – | – | 0.99% | 22 |
|
|
2015
Q4 | $1.98M | Sell |
16,803
-547
| -3% | -$64.4K | 0.91% | 32 |
|
|
2015
Q3 | $2.01M | Sell |
17,350
-53
| -0.3% | -$6.15K | 0.56% | 75 |
|
|
2015
Q2 | $2.12M | Sell |
17,403
-290
| -2% | -$35.4K | 0.51% | 75 |
|
|
2015
Q1 | $2.09M | Sell |
17,693
-53
| -0.3% | -$6.27K | 0.5% | 79 |
|
|
2014
Q4 | $1.79M | Hold |
17,746
| – | – | 0.45% | 83 |
|
|
2014
Q3 | $1.53M | Sell |
17,746
-145
| -0.8% | -$12.5K | 0.39% | 99 |
|
|
2014
Q2 | $1.46M | Sell |
17,891
-102
| -0.6% | -$8.34K | 0.36% | 92 |
|
|
2014
Q1 | $1.48M | Buy |
17,993
+4,888
| +37% | +$401K | 0.35% | 114 |
|
|
2013
Q4 | $987K | Hold |
13,105
| – | – | 0.26% | 104 |
|
|
2013
Q3 | $938K | Sell |
13,105
-7,718
| -37% | -$552K | 0.27% | 106 |
|
|
2013
Q2 | $1.36M | Buy |
+20,823
| New | +$1.36M | 0.41% | 86 |
|