MLM
Mount Lucas Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,022
| Closed | -$2.85M | – | 169 |
|
|
2023
Q1 | $2.85M | Buy |
6,022
+226
| +4% | +$107K | 0.75% | 38 |
|
|
2022
Q4 | $3.07M | Sell |
5,796
-81
| -1% | -$42.9K | 1.01% | 29 |
|
|
2022
Q3 | $2.97M | Sell |
5,877
-124
| -2% | -$62.6K | 1.02% | 19 |
|
|
2022
Q2 | $3.08M | Buy |
+6,001
| New | +$3.08M | 1.03% | 17 |
|
|
2021
Q4 | – | Sell |
-11,185
| Closed | -$4.37M | – | 161 |
|
|
2021
Q3 | $4.37M | Sell |
11,185
-832
| -7% | -$325K | 1.32% | 20 |
|
|
2021
Q2 | $4.81M | Buy |
12,017
+1,669
| +16% | +$668K | 1.28% | 19 |
|
|
2021
Q1 | $3.85M | Buy |
10,348
+1,007
| +11% | +$375K | 1.13% | 28 |
|
|
2020
Q4 | $3.28M | Buy |
+9,341
| New | +$3.28M | 0.69% | 45 |
|
|
2018
Q3 | – | Sell |
-10,740
| Closed | -$2.64M | – | 92 |
|
|
2018
Q2 | $2.64M | Sell |
10,740
-253
| -2% | -$62.1K | 0.4% | 46 |
|
|
2018
Q1 | $2.35M | Sell |
10,993
-14,032
| -56% | -$3M | 0.38% | 72 |
|
|
2017
Q4 | $5.52M | Sell |
25,025
-1,175
| -4% | -$259K | 0.95% | 30 |
|
|
2017
Q3 | $5.13M | Buy |
26,200
+11,553
| +79% | +$2.26M | 0.93% | 31 |
|
|
2017
Q2 | $2.72M | Buy |
14,647
+87
| +0.6% | +$16.1K | 0.51% | 54 |
|
|
2017
Q1 | $2.39M | Buy |
+14,560
| New | +$2.39M | 0.48% | 60 |
|