Putnam Investments’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $935M | Buy |
1,775,918
+66,180
| +4% | +$35.3M | 1.23% | 13 |
|
|
2023
Q3 | $862M | Sell |
1,709,738
-102,129
| -6% | -$50.3M | 1.31% | 13 |
|
|
2023
Q2 | $871M | Sell |
1,811,867
-2,470
| -0.1% | -$1.21M | 1.28% | 13 |
|
|
2023
Q1 | $857M | Buy |
1,814,337
+23,511
| +1% | +$11.3M | 1.38% | 12 |
|
|
2022
Q4 | $949M | Sell |
1,790,826
-39,354
| -2% | -$20.8M | 1.66% | 7 |
|
|
2022
Q3 | $924M | Buy |
1,830,180
+53,581
| +3% | +$28.2M | 1.76% | 5 |
|
|
2022
Q2 | $913M | Buy |
1,776,599
+659,043
| +59% | +$331M | 1.64% | 7 |
|
|
2022
Q1 | $570M | Sell |
1,117,556
-61,576
| -5% | -$29.7M | 0.86% | 31 |
|
|
2021
Q4 | $592M | Buy |
1,179,132
+113,830
| +11% | +$51.5M | 0.85% | 31 |
|
|
2021
Q3 | $416M | Sell |
1,065,302
-9,653
| -0.9% | -$4M | 0.65% | 47 |
|
|
2021
Q2 | $430M | Sell |
1,074,955
-553,361
| -34% | -$221M | 0.67% | 41 |
|
|
2021
Q1 | $606M | Buy |
1,628,316
+18,274
| +1% | +$6.33M | 1.01% | 21 |
|
|
2020
Q4 | $565M | Buy |
1,610,042
+54,830
| +4% | +$18.4M | 1% | 21 |
|
|
2020
Q3 | $485M | Sell |
1,555,212
-87,436
| -5% | -$26.9M | 0.95% | 26 |
|
|
2020
Q2 | $484M | Buy |
1,642,648
+243,163
| +17% | +$69.7M | 1.03% | 23 |
|
|
2020
Q1 | $349M | Buy |
1,399,485
+266,203
| +23% | +$73.3M | 0.91% | 23 |
|
|
2019
Q4 | $333M | Sell |
1,133,282
-88,684
| -7% | -$23.2M | 0.69% | 34 |
|
|
2019
Q3 | $266M | Sell |
1,221,966
-579,119
| -32% | -$140M | 0.59% | 44 |
|
|
2019
Q2 | $439M | Sell |
1,801,085
-5,994
| -0.3% | -$1.44M | 0.98% | 19 |
|
|
2019
Q1 | $447M | Buy |
1,807,079
+388,023
| +27% | +$99M | 1.04% | 18 |
|
|
2018
Q4 | $354M | Sell |
1,419,056
-1,285
| -0.1% | -$339K | 0.93% | 19 |
|
|
2018
Q3 | $378M | Buy |
1,420,341
+18,022
| +1% | +$4.69M | 0.82% | 25 |
|
|
2018
Q2 | $344M | Sell |
1,402,319
-431,461
| -24% | -$104M | 0.78% | 24 |
|
|
2018
Q1 | $392M | Sell |
1,833,780
-349,326
| -16% | -$79.8M | 0.91% | 18 |
|
|
2017
Q4 | $481M | Buy |
2,183,106
+143,455
| +7% | +$30.4M | 1.07% | 18 |
|
|
2017
Q3 | $399M | Buy |
2,039,651
+86,965
| +4% | +$16.8M | 0.92% | 20 |
|
|
2017
Q2 | $362M | Buy |
1,952,686
+1,036,817
| +113% | +$182M | 0.85% | 25 |
|
|
2017
Q1 | $150M | Sell |
915,869
-102,109
| -10% | -$16.7M | 0.35% | 74 |
|
|
2016
Q4 | $163M | Sell |
1,017,978
-43,859
| -4% | -$6.55M | 0.39% | 64 |
|
|
2016
Q3 | $149M | Buy |
1,061,837
+538,906
| +103% | +$75.5M | 0.36% | 75 |
|
|
2016
Q2 | $73.8M | Buy |
522,931
+28,040
| +6% | +$3.74M | 0.18% | 141 |
|
|
2016
Q1 | $63.8M | Sell |
494,891
-1,165
| -0.2% | -$138K | 0.15% | 152 |
|
|
2015
Q4 | $58.4M | Sell |
496,056
-554,672
| -53% | -$64.8M | 0.13% | 164 |
|
|
2015
Q3 | $122M | Buy |
1,050,728
+1,506
| +0.1% | +$180K | 0.27% | 84 |
|
|
2015
Q2 | $128M | Sell |
1,049,222
-3,490
| -0.3% | -$413K | 0.26% | 89 |
|
|
2015
Q1 | $125M | Buy |
1,052,712
+37,437
| +4% | +$4.16M | 0.25% | 87 |
|
|
2014
Q4 | $103M | Sell |
1,015,275
-50,345
| -5% | -$4.77M | 0.21% | 109 |
|
|
2014
Q3 | $91.9M | Sell |
1,065,620
-433,603
| -29% | -$36.6M | 0.19% | 119 |
|
|
2014
Q2 | $123M | Sell |
1,499,223
-3,538,803
| -70% | -$278M | 0.26% | 92 |
|
|
2014
Q1 | $413M | Sell |
5,038,026
-184,680
| -4% | -$13.9M | 0.93% | 14 |
|
|
2013
Q4 | $393M | Sell |
5,222,706
-291,597
| -5% | -$20.9M | 0.94% | 10 |
|
|
2013
Q3 | $395M | Sell |
5,514,303
-1,079,720
| -16% | -$77.3M | 1.06% | 6 |
|
|
2013
Q2 | $432M | Buy |
+6,594,023
| New | +$410M | 1.26% | 6 |
|
Other funds holding UNH
Putnam Investments's UNH Position: Q4 2023 in Review
Putnam Investments increased its UnitedHealth (UNH) stake by 3.9% in Q4 2023, buying an estimated $35.3M and bringing the position to 1,775,918 shares worth $935M. The position accounts for 1.23% of the portfolio, ranked #13.
Putnam Investments first reported a position in UNH in Q2 2013 and has held it in 43 quarters since. The position peaked at $949M in Q4 2022. 3,411 funds tracked by Wall St. Rank hold UNH as of Q4 2023.
- Putnam Investments held 1,775,918 shares of UnitedHealth worth $935M as of Q4 2023.
- Putnam Investments bought 66,180 UnitedHealth shares in Q4 2023, an estimated $35.3M.
- UnitedHealth made up 1.23% of Putnam Investments's portfolio in Q4 2023, its #13 holding.
- Putnam Investments first reported a position in UnitedHealth in Q2 2013 and has held it in 43 quarters since.
- Putnam Investments's UnitedHealth position peaked at $949M in Q4 2022.
- 3,411 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.
Based on Putnam Investments's 13F filing for Q4 2023, filed 14 Feb 2024.