PCM
Polaris Capital Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8M | Sell |
50,512
-1,000
| -2% | -$312K | 1.05% | 37 |
|
|
2025
Q1 | $27M | Sell |
51,512
-7,040
| -12% | -$3.69M | 1.54% | 35 |
|
|
2024
Q4 | $29.6M | Sell |
58,552
-600
| -1% | -$304K | 1.43% | 32 |
|
|
2024
Q3 | $34.6M | Sell |
59,152
-5,190
| -8% | -$3.03M | 1.7% | 30 |
|
|
2024
Q2 | $32.9M | Sell |
64,342
-2,010
| -3% | -$1.03M | 1.76% | 25 |
|
|
2024
Q1 | $32.8M | Sell |
66,352
-7,800
| -11% | -$3.86M | 1.64% | 32 |
|
|
2023
Q4 | $39M | Sell |
74,152
-2,300
| -3% | -$1.21M | 1.89% | 25 |
|
|
2023
Q3 | $38.5M | Sell |
76,452
-30,800
| -29% | -$15.5M | 2.08% | 16 |
|
|
2023
Q2 | $51.5M | Sell |
107,252
-3,204
| -3% | -$1.54M | 1.94% | 22 |
|
|
2023
Q1 | $52.2M | Hold |
110,456
| – | – | 1.95% | 20 |
|
|
2022
Q4 | $58.6M | Buy |
110,456
+1,800
| +2% | +$954K | 2.04% | 15 |
|
|
2022
Q3 | $54.9M | Sell |
108,656
-1,900
| -2% | -$960K | 2.15% | 11 |
|
|
2022
Q2 | $56.8M | Sell |
110,556
-1,800
| -2% | -$925K | 2.03% | 13 |
|
|
2022
Q1 | $57.3M | Sell |
112,356
-5,700
| -5% | -$2.91M | 1.82% | 20 |
|
|
2021
Q4 | $59.3M | Sell |
118,056
-3,400
| -3% | -$1.71M | 1.91% | 22 |
|
|
2021
Q3 | $47.5M | Sell |
121,456
-800
| -0.7% | -$313K | 1.51% | 30 |
|
|
2021
Q2 | $49M | Buy |
122,256
+2,400
| +2% | +$961K | 1.58% | 27 |
|
|
2021
Q1 | $50.4M | Sell |
119,856
-10,400
| -8% | -$4.38M | 1.65% | 27 |
|
|
2020
Q4 | $45.7M | Buy |
130,256
+1,300
| +1% | +$456K | 1.72% | 27 |
|
|
2020
Q3 | $40.2M | Buy |
128,956
+52,881
| +70% | +$16.5M | 1.98% | 18 |
|
|
2020
Q2 | $22.4M | Buy |
76,075
+5,000
| +7% | +$1.47M | 1.11% | 33 |
|
|
2020
Q1 | $17.7M | Sell |
71,075
-136,900
| -66% | -$34.1M | 1.07% | 34 |
|
|
2019
Q4 | $61.1M | Buy |
207,975
+6,833
| +3% | +$2.01M | 2.52% | 10 |
|
|
2019
Q3 | $43.7M | Buy |
201,142
+1,200
| +0.6% | +$261K | 1.96% | 22 |
|
|
2019
Q2 | $48.8M | Hold |
199,942
| – | – | 2.06% | 12 |
|
|
2019
Q1 | $49.4M | Buy |
199,942
+1,600
| +0.8% | +$396K | 2.06% | 11 |
|
|
2018
Q4 | $49.4M | Sell |
198,342
-2,400
| -1% | -$598K | 2.26% | 9 |
|
|
2018
Q3 | $53.4M | Buy |
200,742
+9,987
| +5% | +$2.66M | 2.33% | 9 |
|
|
2018
Q2 | $46.8M | Sell |
190,755
-102,000
| -35% | -$25M | 2.16% | 10 |
|
|
2018
Q1 | $62.7M | Buy |
292,755
+37,800
| +15% | +$8.09M | 2.31% | 14 |
|
|
2017
Q4 | $56.2M | Buy |
254,955
+6,300
| +3% | +$1.39M | 2.63% | 8 |
|
|
2017
Q3 | $48.7M | Buy |
248,655
+15,300
| +7% | +$3M | 2.72% | 7 |
|
|
2017
Q2 | $43.3M | Buy |
233,355
+23,400
| +11% | +$4.34M | 2.55% | 8 |
|
|
2017
Q1 | $34.4M | Buy |
209,955
+175
| +0.1% | +$28.7K | 2.45% | 9 |
|
|
2016
Q4 | $33.6M | Buy |
209,780
+39,884
| +23% | +$6.38M | 2.17% | 12 |
|
|
2016
Q3 | $23.8M | Buy |
169,896
+500
| +0.3% | +$70K | 1.85% | 10 |
|
|
2016
Q2 | $23.9M | Buy |
169,396
+500
| +0.3% | +$70.6K | 2.08% | 10 |
|
|
2016
Q1 | $22.2M | Buy |
168,896
+16,420
| +11% | +$2.16M | 1.91% | 10 |
|
|
2015
Q4 | $17.9M | Buy |
152,476
+18,454
| +14% | +$2.17M | 1.82% | 11 |
|
|
2015
Q3 | $15.5M | Buy |
134,022
+8,800
| +7% | +$1.02M | 1.88% | 8 |
|
|
2015
Q2 | $15.3M | Hold |
125,222
| – | – | 1.87% | 9 |
|
|
2015
Q1 | $14.8M | Sell |
125,222
-7,700
| -6% | -$911K | 2.07% | 8 |
|
|
2014
Q4 | $13.4M | Buy |
+132,922
| New | +$13.4M | 2.25% | 8 |
|