Paloma Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,000
| Closed | -$2.34M | – | 1052 |
|
|
2024
Q3 | $2.34M | Sell |
4,000
-5,800
| -59% | -$3.28M | 0.06% | 252 |
|
|
2024
Q2 | $4.99M | Buy |
9,800
+1,715
| +21% | +$841K | 0.14% | 125 |
|
|
2024
Q1 | $4M | Buy |
8,085
+5,985
| +285% | +$3.04M | 0.21% | 114 |
|
|
2023
Q4 | $1.11M | Buy |
+2,100
| New | +$1.12M | 0.04% | 397 |
|
|
2023
Q3 | – | Sell |
-3,100
| Closed | -$1.49M | – | 926 |
|
|
2023
Q2 | $1.49M | Sell |
3,100
-3,700
| -54% | -$1.81M | 0.05% | 301 |
|
|
2023
Q1 | $3.21M | Buy |
6,800
+3,700
| +119% | +$1.79M | 0.11% | 152 |
|
|
2022
Q4 | $1.64M | Buy |
+3,100
| New | +$1.64M | 0.08% | 259 |
|
|
2022
Q3 | – | Sell |
-6,900
| Closed | -$3.54M | – | 1340 |
|
|
2022
Q2 | $3.54M | Sell |
6,900
-8,700
| -56% | -$4.37M | 0.12% | 153 |
|
|
2022
Q1 | $7.96M | Buy |
+15,600
| New | +$7.52M | 0.23% | 52 |
|
|
2021
Q3 | – | Sell |
-21,500
| Closed | -$8.61M | – | 1894 |
|
|
2021
Q2 | $8.61M | Buy |
+21,500
| New | +$8.57M | 0.16% | 106 |
|
|
2021
Q1 | – | Sell |
-18,500
| Closed | -$6.49M | – | 2375 |
|
|
2020
Q4 | $6.49M | Buy |
18,500
+12,300
| +198% | +$4.12M | 0.17% | 123 |
|
|
2020
Q3 | $1.93M | Sell |
6,200
-16,400
| -73% | -$5.04M | 0.05% | 401 |
|
|
2020
Q2 | $6.67M | Buy |
+22,600
| New | +$6.48M | 0.12% | 210 |
|
|
2020
Q1 | – | Sell |
-11,400
| Closed | -$3.35M | – | 2094 |
|
|
2019
Q4 | $3.35M | Sell |
11,400
-5,400
| -32% | -$1.41M | 0.05% | 385 |
|
|
2019
Q3 | $3.65M | Buy |
+16,800
| New | +$4.05M | 0.08% | 217 |
|
|
2018
Q2 | – | Sell |
-14,000
| Closed | -$3M | – | 2233 |
|
|
2018
Q1 | $3M | Hold |
14,000
| – | – | 0.05% | 360 |
|
|
2017
Q4 | $3.09M | Sell |
14,000
-6,400
| -31% | -$1.36M | 0.04% | 473 |
|
|
2017
Q3 | $4M | Sell |
20,400
-24,200
| -54% | -$4.68M | 0.05% | 356 |
|
|
2017
Q2 | $8.27M | Buy |
+44,600
| New | +$7.82M | 0.1% | 182 |
|
|
2017
Q1 | – | Sell |
-23,700
| Closed | -$3.79M | – | 2248 |
|
|
2016
Q4 | $3.79M | Sell |
23,700
-115,700
| -83% | -$17.3M | 0.04% | 355 |
|
|
2016
Q3 | $19.5M | Buy |
139,400
+111,400
| +398% | +$15.6M | 0.24% | 62 |
|
|
2016
Q2 | $3.95M | Sell |
28,000
-54,100
| -66% | -$7.21M | 0.04% | 343 |
|
|
2016
Q1 | $10.6M | Buy |
82,100
+74,100
| +926% | +$8.77M | 0.17% | 74 |
|
|
2015
Q4 | $941K | Sell |
8,000
-4,000
| -33% | -$468K | 0.02% | 695 |
|
|
2015
Q3 | $1.39M | Sell |
12,000
-130,000
| -92% | -$15.6M | 0.03% | 477 |
|
|
2015
Q2 | $17.3M | Buy |
+142,000
| New | +$16.8M | 0.33% | 62 |
|
|
2015
Q1 | – | Sell |
-25,000
| Closed | -$2.53M | – | 1437 |
|
|
2014
Q4 | $2.53M | Buy |
+25,000
| New | +$2.37M | 0.11% | 196 |
|
Other funds holding UNH
Paloma Partners's UNH Position: Q4 2024 in Review
Paloma Partners sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 1,536 shares — an estimated $898K sold.
Paloma Partners first reported a position in UNH in Q2 2013 and held it in 41 quarters. The position peaked at $16.4M in Q2 2019. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.
- Paloma Partners reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
- Paloma Partners sold 1,536 UnitedHealth shares in Q4 2024, an estimated $898K.
- Paloma Partners first reported a position in UnitedHealth in Q2 2013 and held it in 41 quarters.
- Paloma Partners's UnitedHealth position peaked at $16.4M in Q2 2019.
- 3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.
Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.