MIP
Mondrian Investment Partners’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $119M | Sell |
227,338
-2,373
| -1% | -$1.24M | 2.04% | 24 |
|
|
2024
Q4 | $125M | Sell |
229,711
-2,373
| -1% | -$1.29M | 2.06% | 22 |
|
|
2024
Q3 | $136M | Buy |
232,084
+584
| +0.3% | +$341K | 2.05% | 18 |
|
|
2024
Q2 | $133M | Buy |
231,500
+17,164
| +8% | +$9.89M | 2.05% | 20 |
|
|
2024
Q1 | $106M | Buy |
214,336
+25,916
| +14% | +$12.8M | 1.46% | 34 |
|
|
2023
Q4 | $99.2M | Buy |
+188,420
| New | +$99.2M | 1.57% | 33 |
|
|
2018
Q3 | – | Sell |
-247,495
| Closed | -$60.7M | – | 126 |
|
|
2018
Q2 | $60.7M | Sell |
247,495
-19,901
| -7% | -$4.88M | 1.77% | 16 |
|
|
2018
Q1 | $63.2M | Sell |
267,396
-41,421
| -13% | -$9.79M | 1.72% | 15 |
|
|
2017
Q4 | $68.1M | Buy |
308,817
+2,905
| +0.9% | +$640K | 1.66% | 14 |
|
|
2017
Q3 | $59.9M | Sell |
305,912
-5,239
| -2% | -$1.03M | 1.52% | 20 |
|
|
2017
Q2 | $57.7M | Sell |
311,151
-27,596
| -8% | -$5.12M | 1.65% | 18 |
|
|
2017
Q1 | $55.6M | Sell |
338,747
-50,143
| -13% | -$8.22M | 1.56% | 21 |
|
|
2016
Q4 | $62.2M | Sell |
388,890
-62,849
| -14% | -$10.1M | 1.8% | 17 |
|
|
2016
Q3 | $63.2M | Sell |
451,739
-63,578
| -12% | -$8.9M | 1.55% | 18 |
|
|
2016
Q2 | $72.8M | Sell |
515,317
-45,481
| -8% | -$6.42M | 1.72% | 16 |
|
|
2016
Q1 | $72.3M | Sell |
560,798
-6,376
| -1% | -$822K | 1.6% | 18 |
|
|
2015
Q4 | $66.7M | Sell |
567,174
-6,500
| -1% | -$765K | 1.47% | 20 |
|
|
2015
Q3 | $66.6M | Sell |
573,674
-172,708
| -23% | -$20M | 1.41% | 20 |
|
|
2015
Q2 | $91.1M | Sell |
746,382
-98,016
| -12% | -$12M | 1.54% | 19 |
|
|
2015
Q1 | $99.9M | Sell |
844,398
-37,008
| -4% | -$4.38M | 1.63% | 17 |
|
|
2014
Q4 | $89.1M | Sell |
881,406
-80,494
| -8% | -$8.14M | 1.44% | 20 |
|
|
2014
Q3 | $83M | Sell |
961,900
-7,800
| -0.8% | -$673K | 1.15% | 20 |
|
|
2014
Q2 | $79.3M | Sell |
969,700
-16,000
| -2% | -$1.31M | 1.11% | 23 |
|
|
2014
Q1 | $80.8M | Sell |
985,700
-107,400
| -10% | -$8.81M | 1.19% | 20 |
|
|
2013
Q4 | $82.3M | Sell |
1,093,100
-45,000
| -4% | -$3.39M | 1.15% | 23 |
|
|
2013
Q3 | $81.5M | Sell |
1,138,100
-25,900
| -2% | -$1.85M | 1.2% | 21 |
|
|
2013
Q2 | $76.2M | Buy |
+1,164,000
| New | +$76.2M | 1.16% | 24 |
|