Redwood Investments’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-384
| Closed | -$225K | – | 124 |
|
|
2024
Q3 | $225K | Sell |
384
-90
| -19% | -$52.6K | 0.07% | 111 |
|
|
2024
Q2 | $241K | Sell |
474
-3,833
| -89% | -$1.95M | 0.08% | 107 |
|
|
2024
Q1 | $1.92M | Sell |
4,307
-9,982
| -70% | -$4.45M | 0.56% | 71 |
|
|
2023
Q4 | $7.52M | Sell |
14,289
-1,061
| -7% | -$559K | 1.96% | 7 |
|
|
2023
Q3 | $7.74M | Sell |
15,350
-92
| -0.6% | -$46.4K | 1.05% | 44 |
|
|
2023
Q2 | $7.42M | Buy |
15,442
+5,204
| +51% | +$2.5M | 0.91% | 50 |
|
|
2023
Q1 | $4.84M | Sell |
10,238
-3,617
| -26% | -$1.71M | 0.62% | 62 |
|
|
2022
Q4 | $7.35M | Buy |
13,855
+1,111
| +9% | +$589K | 0.98% | 42 |
|
|
2022
Q3 | $6.44M | Buy |
12,744
+11,754
| +1,187% | +$5.94M | 0.86% | 51 |
|
|
2022
Q2 | $508K | Buy |
990
+235
| +31% | +$121K | 0.06% | 105 |
|
|
2022
Q1 | $385K | Sell |
755
-9
| -1% | -$4.59K | 0.04% | 113 |
|
|
2021
Q4 | $384K | Hold |
764
| – | – | 0.03% | 121 |
|
|
2021
Q3 | $299K | Hold |
764
| – | – | 0.03% | 122 |
|
|
2021
Q2 | $306K | Sell |
764
-95
| -11% | -$38.1K | 0.02% | 119 |
|
|
2021
Q1 | $320K | Sell |
859
-79
| -8% | -$29.4K | 0.03% | 115 |
|
|
2020
Q4 | $329K | Sell |
938
-5,520
| -85% | -$1.94M | 0.03% | 118 |
|
|
2020
Q3 | $2.01M | Hold |
6,458
| – | – | 0.17% | 97 |
|
|
2020
Q2 | $1.91M | Sell |
6,458
-17
| -0.3% | -$5.02K | 0.17% | 91 |
|
|
2020
Q1 | $1.62M | Buy |
+6,475
| New | +$1.62M | 0.19% | 88 |
|
|
2019
Q2 | – | Sell |
-63,540
| Closed | -$15.7M | – | 148 |
|
|
2019
Q1 | $15.7M | Sell |
63,540
-1,525
| -2% | -$377K | 1.15% | 36 |
|
|
2018
Q4 | $16.2M | Sell |
65,065
-294
| -0.4% | -$73.2K | 1.52% | 14 |
|
|
2018
Q3 | $17.4M | Sell |
65,359
-2,026
| -3% | -$539K | 1.36% | 19 |
|
|
2018
Q2 | $16.5M | Sell |
67,385
-862
| -1% | -$211K | 1.14% | 42 |
|
|
2018
Q1 | $14.6M | Sell |
68,247
-5,432
| -7% | -$1.16M | 1.05% | 45 |
|
|
2017
Q4 | $16.2M | Buy |
73,679
+4,466
| +6% | +$985K | 1.15% | 32 |
|
|
2017
Q3 | $13.6M | Sell |
69,213
-22,599
| -25% | -$4.43M | 1.55% | 7 |
|
|
2017
Q2 | $17M | Sell |
91,812
-14,550
| -14% | -$2.7M | 1.72% | 6 |
|
|
2017
Q1 | $17.4M | Sell |
106,362
-19,159
| -15% | -$3.14M | 1.73% | 8 |
|
|
2016
Q4 | $20.1M | Sell |
125,521
-75,637
| -38% | -$12.1M | 1.81% | 13 |
|
|
2016
Q3 | $28.2M | Buy |
201,158
+10,135
| +5% | +$1.42M | 2.15% | 5 |
|
|
2016
Q2 | $27M | Buy |
191,023
+18,324
| +11% | +$2.59M | 2.48% | 4 |
|
|
2016
Q1 | $22.3M | Buy |
172,699
+1,373
| +0.8% | +$177K | 2.21% | 7 |
|
|
2015
Q4 | $20.2M | Buy |
171,326
+34,263
| +25% | +$4.03M | 2.16% | 15 |
|
|
2015
Q3 | $15.9M | Buy |
137,063
+29,212
| +27% | +$3.39M | 2.12% | 16 |
|
|
2015
Q2 | $13.2M | Buy |
107,851
+25,192
| +30% | +$3.07M | 1.63% | 22 |
|
|
2015
Q1 | $9.78M | Buy |
82,659
+29,132
| +54% | +$3.45M | 1.57% | 24 |
|
|
2014
Q4 | $5.41M | Buy |
+53,527
| New | +$5.41M | 0.82% | 48 |
|