QCI Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $581K | Buy |
1,488
+41
| +3% | +$17K | 0.03% | 88 |
|
|
2021
Q2 | $579K | Sell |
1,447
-304
| -17% | -$121K | 0.03% | 88 |
|
|
2021
Q1 | $651K | Sell |
1,751
-23
| -1% | -$7.97K | 0.04% | 83 |
|
|
2020
Q4 | $622K | Buy |
1,774
+46
| +3% | +$15.4K | 0.04% | 81 |
|
|
2020
Q3 | $539K | Buy |
1,728
+51
| +3% | +$15.7K | 0.04% | 80 |
|
|
2020
Q2 | $495K | Sell |
1,677
-267
| -14% | -$76.5K | 0.04% | 78 |
|
|
2020
Q1 | $485K | Buy |
1,944
+1,265
| +186% | +$348K | 0.05% | 76 |
|
|
2019
Q4 | $200K | Hold |
679
| – | – | 0.02% | 133 |
|
|
2019
Q3 | $148K | Buy |
679
+88
| +15% | +$21.2K | 0.01% | 154 |
|
|
2019
Q2 | $144K | Hold |
591
| – | – | 0.01% | 163 |
|
|
2019
Q1 | $146K | Hold |
591
| – | – | 0.01% | 150 |
|
|
2018
Q4 | $147K | Buy |
591
+30
| +5% | +$7.92K | 0.02% | 144 |
|
|
2018
Q3 | $149K | Hold |
561
| – | – | 0.01% | 152 |
|
|
2018
Q2 | $138K | Sell |
561
-552
| -50% | -$133K | 0.01% | 148 |
|
|
2018
Q1 | $238K | Buy |
1,113
+425
| +62% | +$97.1K | 0.03% | 122 |
|
|
2017
Q4 | $152K | Buy |
688
+155
| +29% | +$32.8K | 0.02% | 139 |
|
|
2017
Q3 | $104K | Hold |
533
| – | – | 0.01% | 152 |
|
|
2017
Q2 | $99K | Hold |
533
| – | – | 0.01% | 150 |
|
|
2017
Q1 | $87K | Hold |
533
| – | – | 0.01% | 158 |
|
|
2016
Q4 | $85K | Buy |
533
+40
| +8% | +$5.97K | 0.01% | 156 |
|
|
2016
Q3 | $69K | Hold |
493
| – | – | 0.01% | 180 |
|
|
2016
Q2 | $70K | Sell |
493
-25
| -5% | -$3.33K | 0.01% | 186 |
|
|
2016
Q1 | $67K | Hold |
518
| – | – | 0.01% | 178 |
|
|
2015
Q4 | $61K | Buy |
518
+25
| +5% | +$2.92K | 0.01% | 180 |
|
|
2015
Q3 | $57K | Buy |
493
+68
| +16% | +$8.14K | 0.01% | 191 |
|
|
2015
Q2 | $52K | Hold |
425
| – | – | 0.01% | 184 |
|
|
2015
Q1 | $50K | Hold |
425
| – | – | 0.01% | 184 |
|
|
2014
Q4 | $43K | Hold |
425
| – | – | 0.01% | 208 |
|
|
2014
Q3 | $37K | Hold |
425
| – | – | 0.01% | 230 |
|
|
2014
Q2 | $35K | Hold |
425
| – | – | 0.01% | 234 |
|
|
2014
Q1 | $35K | Hold |
425
| – | – | 0.01% | 226 |
|
|
2013
Q4 | $32K | Sell |
425
-40
| -9% | -$2.87K | 0.01% | 237 |
|
|
2013
Q3 | $33K | Buy |
465
+40
| +9% | +$2.86K | 0.01% | 216 |
|
|
2013
Q2 | $28K | Buy |
+425
| New | +$26.4K | 0.01% | 245 |
|
Other funds holding UNH
WA
QCI Asset Management's UNH Position: Q3 2021 in Review
QCI Asset Management increased its UnitedHealth (UNH) stake by 2.8% in Q3 2021, buying an estimated $17K and bringing the position to 1,488 shares worth $581K. The position accounts for 0.03% of the portfolio, ranked #88.
QCI Asset Management first reported a position in UNH in Q2 2013 and has held it in 34 quarters since. The position peaked at $651K in Q1 2021. 2,564 funds tracked by Wall St. Rank hold UNH as of Q3 2021.
- QCI Asset Management held 1,488 shares of UnitedHealth worth $581K as of Q3 2021.
- QCI Asset Management bought 41 UnitedHealth shares in Q3 2021, an estimated $17K.
- UnitedHealth made up 0.03% of QCI Asset Management's portfolio in Q3 2021, its #88 holding.
- QCI Asset Management first reported a position in UnitedHealth in Q2 2013 and has held it in 34 quarters since.
- QCI Asset Management's UnitedHealth position peaked at $651K in Q1 2021.
- 2,564 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2021.
Based on QCI Asset Management's 13F filing for Q3 2021, filed 4 Nov 2021.