RIM
Rampart Investment Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-5,915
| Closed | -$1.84M | – | 347 |
|
|
2020
Q3 | $1.84M | Sell |
5,915
-15,468
| -72% | -$4.82M | 1.17% | 15 |
|
|
2020
Q2 | $6.31M | Buy |
21,383
+13,243
| +163% | +$3.91M | 1.06% | 10 |
|
|
2020
Q1 | $2.03M | Sell |
8,140
-13,797
| -63% | -$3.44M | 0.96% | 18 |
|
|
2019
Q4 | $6.45M | Sell |
21,937
-3,826
| -15% | -$1.12M | 0.79% | 15 |
|
|
2019
Q3 | $5.6M | Buy |
25,763
+411
| +2% | +$89.3K | 0.69% | 28 |
|
|
2019
Q2 | $6.19M | Sell |
25,352
-1,651
| -6% | -$403K | 0.73% | 26 |
|
|
2019
Q1 | $6.68M | Buy |
27,003
+16,688
| +162% | +$4.13M | 0.76% | 21 |
|
|
2018
Q4 | $2.57M | Sell |
10,315
-17,029
| -62% | -$4.24M | 0.71% | 34 |
|
|
2018
Q3 | $2.84M | Sell |
27,344
-2,701
| -9% | -$281K | 1.25% | 11 |
|
|
2018
Q2 | $7.37M | Sell |
30,045
-14,307
| -32% | -$3.51M | 0.72% | 30 |
|
|
2018
Q1 | $9.49M | Buy |
44,352
+32,494
| +274% | +$6.95M | 0.91% | 13 |
|
|
2017
Q4 | $2.61M | Sell |
11,858
-1,334
| -10% | -$294K | 1.01% | 19 |
|
|
2017
Q3 | $2.58M | Buy |
13,192
+828
| +7% | +$162K | 0.87% | 21 |
|
|
2017
Q2 | $2.29M | Buy |
12,364
+9,717
| +367% | +$1.8M | 0.83% | 22 |
|
|
2017
Q1 | $434K | Buy |
+2,647
| New | +$434K | 0.16% | 38 |
|