Oakbrook Investments’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $1.21M | Sell |
4,850
-12,800
| -73% | -$3.52M | 3.08% | 5 |
|
|
2019
Q4 | $5.19M | Sell |
17,650
-26,750
| -60% | -$7M | 1.06% | 8 |
|
|
2019
Q3 | $9.65M | Sell |
44,400
-3,700
| -8% | -$893K | 0.63% | 31 |
|
|
2019
Q2 | $11.7M | Sell |
48,100
-2,195
| -4% | -$528K | 0.7% | 30 |
|
|
2019
Q1 | $12.4M | Buy |
50,295
+75
| +0.1% | +$19.1K | 0.75% | 30 |
|
|
2018
Q4 | $12.5M | Buy |
50,220
+4,045
| +9% | +$1.07M | 0.85% | 28 |
|
|
2018
Q3 | $12.3M | Buy |
46,175
+250
| +0.5% | +$65K | 0.68% | 31 |
|
|
2018
Q2 | $11.3M | Sell |
45,925
-1,805
| -4% | -$433K | 0.71% | 31 |
|
|
2018
Q1 | $10.2M | Buy |
47,730
+875
| +2% | +$200K | 0.63% | 34 |
|
|
2017
Q4 | $10.3M | Buy |
46,855
+4,305
| +10% | +$912K | 0.66% | 33 |
|
|
2017
Q3 | $8.33M | Sell |
42,550
-2,775
| -6% | -$536K | 0.54% | 42 |
|
|
2017
Q2 | $8.4M | Buy |
45,325
+3,550
| +8% | +$623K | 0.56% | 41 |
|
|
2017
Q1 | $6.85M | Buy |
41,775
+24,825
| +146% | +$4.07M | 0.45% | 47 |
|
|
2016
Q4 | $2.71M | Sell |
16,950
-37,125
| -69% | -$5.55M | 0.18% | 101 |
|
|
2016
Q3 | $7.57M | Buy |
54,075
+32,825
| +154% | +$4.6M | 0.46% | 52 |
|
|
2016
Q2 | $3M | Sell |
21,250
-6,700
| -24% | -$893K | 0.17% | 113 |
|
|
2016
Q1 | $3.6M | Sell |
27,950
-59,885
| -68% | -$7.08M | 0.23% | 85 |
|
|
2015
Q4 | $10.3M | Buy |
87,835
+27,960
| +47% | +$3.27M | 0.66% | 42 |
|
|
2015
Q3 | $6.95M | Sell |
59,875
-31,675
| -35% | -$3.79M | 0.46% | 55 |
|
|
2015
Q2 | $11.2M | Sell |
91,550
-20,875
| -19% | -$2.47M | 0.68% | 38 |
|
|
2015
Q1 | $13.3M | Buy |
112,425
+86,875
| +340% | +$9.65M | 0.72% | 38 |
|
|
2014
Q4 | $2.58M | Sell |
25,550
-55,175
| -68% | -$5.23M | 0.14% | 145 |
|
|
2014
Q3 | $6.96M | Sell |
80,725
-84,500
| -51% | -$7.14M | 0.38% | 65 |
|
|
2014
Q2 | $13.5M | Buy |
165,225
+144,050
| +680% | +$11.3M | 0.41% | 69 |
|
|
2014
Q1 | $1.74M | Sell |
21,175
-322,500
| -94% | -$24.3M | 0.05% | 296 |
|
|
2013
Q4 | $25.9M | Sell |
343,675
-17,175
| -5% | -$1.23M | 0.72% | 37 |
|
|
2013
Q3 | $25.8M | Buy |
360,850
+36,650
| +11% | +$2.62M | 0.75% | 35 |
|
|
2013
Q2 | $21.2M | Buy |
+324,200
| New | +$20.2M | 0.61% | 36 |
|
Other funds holding UNH
