Parametric Portfolio Associates’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $2.16B | Buy |
4,228,437
+126,956
| +3% | +$61.2M | 1.13% | 10 |
|
|
2021
Q4 | $2.06B | Buy |
4,101,481
+81,653
| +2% | +$37M | 1.05% | 10 |
|
|
2021
Q3 | $1.57B | Buy |
4,019,828
+145,008
| +4% | +$60.1M | 0.89% | 13 |
|
|
2021
Q2 | $1.55B | Buy |
3,874,820
+81,995
| +2% | +$32.7M | 0.87% | 12 |
|
|
2021
Q1 | $1.41B | Buy |
3,792,825
+93,157
| +3% | +$32.3M | 0.81% | 11 |
|
|
2020
Q4 | $1.3B | Buy |
3,699,668
+35,894
| +1% | +$12M | 0.81% | 11 |
|
|
2020
Q3 | $1.14B | Sell |
3,663,774
-5,384
| -0.1% | -$1.65M | 0.82% | 11 |
|
|
2020
Q2 | $1.08B | Buy |
3,669,158
+33,960
| +0.9% | +$9.73M | 0.83% | 11 |
|
|
2020
Q1 | $907M | Sell |
3,635,198
-16,083
| -0.4% | -$4.43M | 0.83% | 15 |
|
|
2019
Q4 | $1.07B | Buy |
3,651,281
+4,485
| +0.1% | +$1.17M | 0.78% | 13 |
|
|
2019
Q3 | $793M | Sell |
3,646,796
-142,209
| -4% | -$34.3M | 0.64% | 24 |
|
|
2019
Q2 | $925M | Sell |
3,789,005
-73,432
| -2% | -$17.7M | 0.76% | 16 |
|
|
2019
Q1 | $955M | Sell |
3,862,437
-18,848
| -0.5% | -$4.81M | 0.83% | 12 |
|
|
2018
Q4 | $967M | Buy |
3,881,285
+63,790
| +2% | +$16.9M | 0.96% | 9 |
|
|
2018
Q3 | $1.02B | Sell |
3,817,495
-42,062
| -1% | -$10.9M | 0.89% | 10 |
|
|
2018
Q2 | $947M | Buy |
3,859,557
+165,275
| +4% | +$39.7M | 0.9% | 10 |
|
|
2018
Q1 | $791M | Sell |
3,694,282
-16,126
| -0.4% | -$3.68M | 0.78% | 12 |
|
|
2017
Q4 | $818M | Buy |
3,710,408
+54,959
| +2% | +$11.6M | 0.82% | 12 |
|
|
2017
Q3 | $716M | Buy |
3,655,449
+146,133
| +4% | +$28.2M | 0.78% | 11 |
|
|
2017
Q2 | $651M | Buy |
3,509,316
+1,487,843
| +74% | +$261M | 0.78% | 11 |
|
|
2017
Q1 | $332M | Sell |
2,021,473
-1,073,611
| -35% | -$176M | 0.51% | 31 |
|
|
2016
Q4 | $495M | Buy |
3,095,084
+290,215
| +10% | +$43.4M | 0.69% | 17 |
|
|
2016
Q3 | $393M | Buy |
2,804,869
+82,790
| +3% | +$11.6M | 0.59% | 23 |
|
|
2016
Q2 | $384M | Buy |
2,722,079
+183,978
| +7% | +$24.5M | 0.61% | 23 |
|
|
2016
Q1 | $327M | Buy |
2,538,101
+65,138
| +3% | +$7.71M | 0.53% | 28 |
|
|
2015
Q4 | $291M | Sell |
2,472,963
-35,221
| -1% | -$4.12M | 0.5% | 32 |
|
|
2015
Q3 | $291M | Buy |
2,508,184
+715,106
| +40% | +$85.6M | 0.57% | 28 |
|
|
2015
Q2 | $219M | Buy |
1,793,078
+89,761
| +5% | +$10.6M | 0.43% | 39 |
|
|
2015
Q1 | $201M | Buy |
1,703,317
+13,627
| +0.8% | +$1.51M | 0.41% | 40 |
|
|
2014
Q4 | $171M | Sell |
1,689,690
-13,323
| -0.8% | -$1.26M | 0.36% | 44 |
|
|
2014
Q3 | $147M | Sell |
1,703,013
-47,359
| -3% | -$4M | 0.32% | 51 |
|
|
2014
Q2 | $143M | Sell |
1,750,372
-24,101
| -1% | -$1.9M | 0.32% | 44 |
|
|
2014
Q1 | $145M | Buy |
1,774,473
+53,070
| +3% | +$3.99M | 0.35% | 44 |
|
|
2013
Q4 | $130M | Sell |
1,721,403
-21,305
| -1% | -$1.53M | 0.31% | 49 |
|
|
2013
Q3 | $125M | Buy |
1,742,708
+39,937
| +2% | +$2.86M | 0.34% | 45 |
|
|
2013
Q2 | $111M | Buy |
+1,702,771
| New | +$106M | 0.33% | 50 |
|
Other funds holding UNH
WA
Parametric Portfolio Associates's UNH Position: Q1 2022 in Review
Parametric Portfolio Associates increased its UnitedHealth (UNH) stake by 3.1% in Q1 2022, buying an estimated $61.2M and bringing the position to 4,228,437 shares worth $2.16B. The position accounts for 1.13% of the portfolio, ranked #10.
Parametric Portfolio Associates first reported a position in UNH in Q2 2013 and has held it in 36 quarters since. 2,960 funds tracked by Wall St. Rank hold UNH as of Q1 2022.
- Parametric Portfolio Associates held 4,228,437 shares of UnitedHealth worth $2.16B as of Q1 2022.
- Parametric Portfolio Associates bought 126,956 UnitedHealth shares in Q1 2022, an estimated $61.2M.
- UnitedHealth made up 1.13% of Parametric Portfolio Associates's portfolio in Q1 2022, its #10 holding.
- Parametric Portfolio Associates first reported a position in UnitedHealth in Q2 2013 and has held it in 36 quarters since.
- 2,960 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2022.
Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.