Partner Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $233K | Buy |
+791
| New | +$233K | 1.67% | 24 |
|
|
2019
Q3 | – | Sell |
-1,125
| Closed | -$275K | – | 99 |
|
|
2019
Q2 | $275K | Sell |
1,125
-7,910
| -88% | -$1.93M | 0.29% | 59 |
|
|
2019
Q1 | $2.23M | Buy |
9,035
+4,381
| +94% | +$1.08M | 2.58% | 6 |
|
|
2018
Q4 | $1.16M | Buy |
4,654
+234
| +5% | +$58.3K | 1.45% | 22 |
|
|
2018
Q3 | $1.18M | Sell |
4,420
-1,635
| -27% | -$435K | 0.9% | 43 |
|
|
2018
Q2 | $1.49M | Sell |
6,055
-4,612
| -43% | -$1.13M | 1.2% | 20 |
|
|
2018
Q1 | $2.28M | Buy |
10,667
+2,759
| +35% | +$590K | 2.47% | 9 |
|
|
2017
Q4 | $1.74M | Buy |
7,908
+1,147
| +17% | +$253K | 2.01% | 14 |
|
|
2017
Q3 | $1.32M | Sell |
6,761
-660
| -9% | -$129K | 1.26% | 25 |
|
|
2017
Q2 | $1.38M | Sell |
7,421
-152
| -2% | -$28.2K | 1.85% | 18 |
|
|
2017
Q1 | $1.24M | Sell |
7,573
-5,472
| -42% | -$897K | 1.51% | 22 |
|
|
2016
Q4 | $2.09M | Buy |
13,045
+6,513
| +100% | +$1.04M | 2.77% | 4 |
|
|
2016
Q3 | $914K | Sell |
6,532
-1,215
| -16% | -$170K | 1.35% | 28 |
|
|
2016
Q2 | $1.09M | Buy |
+7,747
| New | +$1.09M | 1.79% | 14 |
|
|
2016
Q1 | – | Sell |
-4,485
| Closed | -$528K | – | 88 |
|
|
2015
Q4 | $528K | Sell |
4,485
-24,020
| -84% | -$2.83M | 0.87% | 39 |
|
|
2015
Q3 | $3.31M | Buy |
28,505
+20,353
| +250% | +$2.36M | 5% | 4 |
|
|
2015
Q2 | $995K | Sell |
8,152
-6,609
| -45% | -$807K | 1.4% | 25 |
|
|
2015
Q1 | $1.75M | Sell |
14,761
-25,196
| -63% | -$2.98M | 2.63% | 6 |
|
|
2014
Q4 | $4.04M | Buy |
+39,957
| New | +$4.04M | 1.65% | 24 |
|