Nicholas Investment Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-13,875
| Closed | -$2.97M | – | 248 |
|
2018
Q1 | $2.97M | Buy |
13,875
+829
| +6% | +$177K | 0.21% | 154 |
|
2017
Q4 | $2.88M | Sell |
13,046
-1,459
| -10% | -$322K | 0.19% | 169 |
|
2017
Q3 | $2.84M | Hold |
14,505
| – | – | 0.2% | 176 |
|
2017
Q2 | $2.69M | Buy |
14,505
+217
| +2% | +$40.2K | 0.19% | 180 |
|
2017
Q1 | $2.34M | Buy |
14,288
+7,322
| +105% | +$1.2M | 0.17% | 204 |
|
2016
Q4 | $1.12M | Buy |
+6,966
| New | +$1.12M | 0.08% | 251 |
|