NWQ Investment Management Company’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,233
| Closed | -$303K | – | 167 |
|
|
2018
Q2 | $303K | Sell |
1,233
-55
| -4% | -$13.5K | 0.01% | 155 |
|
|
2018
Q1 | $276K | Sell |
1,288
-5
| -0.4% | -$1.07K | ﹤0.01% | 168 |
|
|
2017
Q4 | $285K | Sell |
1,293
-471
| -27% | -$104K | ﹤0.01% | 183 |
|
|
2017
Q3 | $345K | Sell |
1,764
-49
| -3% | -$9.58K | ﹤0.01% | 180 |
|
|
2017
Q2 | $336K | Hold |
1,813
| – | – | ﹤0.01% | 176 |
|
|
2017
Q1 | $298K | Sell |
1,813
-99
| -5% | -$16.3K | ﹤0.01% | 173 |
|
|
2016
Q4 | $306K | Buy |
+1,912
| New | +$306K | ﹤0.01% | 187 |
|
|
2015
Q1 | – | Sell |
-6,765
| Closed | -$683K | – | 169 |
|
|
2014
Q4 | $683K | Sell |
6,765
-18,012
| -73% | -$1.82M | 0.01% | 167 |
|
|
2014
Q3 | $2.14M | Buy |
24,777
+2,212
| +10% | +$191K | 0.02% | 158 |
|
|
2014
Q2 | $1.85M | Buy |
22,565
+18,040
| +399% | +$1.48M | 0.02% | 155 |
|
|
2014
Q1 | $371K | Buy |
4,525
+320
| +8% | +$26.2K | ﹤0.01% | 161 |
|
|
2013
Q4 | $317K | Buy |
4,205
+1,051
| +33% | +$79.2K | ﹤0.01% | 159 |
|
|
2013
Q3 | $226K | Buy |
+3,154
| New | +$226K | ﹤0.01% | 151 |
|