Reilly Financial Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $4.04M | Sell |
8,044
-589
| -7% | -$267K | 0.3% | 65 |
|
|
2021
Q3 | $3.37M | Sell |
8,633
-283
| -3% | -$117K | 0.29% | 63 |
|
|
2021
Q2 | $3.57M | Sell |
8,916
-24
| -0.3% | -$9.57K | 0.29% | 65 |
|
|
2021
Q1 | $3.33M | Sell |
8,940
-139
| -2% | -$48.2K | 0.29% | 65 |
|
|
2020
Q4 | $3.18M | Buy |
9,079
+50
| +0.6% | +$16.8K | 0.3% | 65 |
|
|
2020
Q3 | $2.81M | Sell |
9,029
-1,781
| -16% | -$547K | 0.3% | 65 |
|
|
2020
Q2 | $3.19M | Buy |
10,810
+119
| +1% | +$34.1K | 0.38% | 60 |
|
|
2020
Q1 | $2.67M | Buy |
10,691
+3
| +0% | +$826 | 0.39% | 58 |
|
|
2019
Q4 | $3.14M | Buy |
10,688
+118
| +1% | +$30.9K | 0.36% | 60 |
|
|
2019
Q3 | $2.3M | Sell |
10,570
-235
| -2% | -$56.7K | 0.28% | 66 |
|
|
2019
Q2 | $2.64M | Buy |
10,805
+450
| +4% | +$108K | 0.33% | 63 |
|
|
2019
Q1 | $2.56M | Sell |
10,355
-216
| -2% | -$55.1K | 0.33% | 65 |
|
|
2018
Q4 | $2.63M | Buy |
10,571
+579
| +6% | +$153K | 0.38% | 58 |
|
|
2018
Q3 | $2.66M | Sell |
9,992
-416
| -4% | -$108K | 0.35% | 54 |
|
|
2018
Q2 | $2.55M | Sell |
10,408
-820
| -7% | -$197K | 0.36% | 54 |
|
|
2018
Q1 | $2.4M | Buy |
11,228
+541
| +5% | +$124K | 0.34% | 57 |
|
|
2017
Q4 | $2.36M | Sell |
10,687
-71
| -0.7% | -$15K | 0.33% | 57 |
|
|
2017
Q3 | $2.11M | Buy |
10,758
+131
| +1% | +$25.3K | 0.32% | 54 |
|
|
2017
Q2 | $1.97M | Buy |
10,627
+410
| +4% | +$71.9K | 0.3% | 56 |
|
|
2017
Q1 | $1.68M | Buy |
10,217
+937
| +10% | +$153K | 0.27% | 57 |
|
|
2016
Q4 | $1.49M | Sell |
9,280
-1,694
| -15% | -$253K | 0.26% | 59 |
|
|
2016
Q3 | $1.54M | Buy |
10,974
+760
| +7% | +$106K | 0.27% | 56 |
|
|
2016
Q2 | $1.44M | Buy |
+10,214
| New | +$1.36M | 0.26% | 56 |
|
|
2015
Q4 | – | Sell |
-11,704
| Closed | -$1.37M | – | 1382 |
|
|
2015
Q3 | $1.36M | Buy |
11,704
+805
| +7% | +$96.3K | 0.25% | 65 |
|
|
2015
Q2 | $1.33M | Buy |
10,899
+297
| +3% | +$35.1K | 0.23% | 62 |
|
|
2015
Q1 | $1.25M | Buy |
+10,602
| New | +$1.18M | 0.22% | 65 |
|
|
2014
Q4 | – | Sell |
-5,953
| Closed | -$513K | – | 869 |
|
|
2014
Q3 | $513K | Buy |
5,953
+1,975
| +50% | +$167K | 0.12% | 66 |
|
|
2014
Q2 | $326K | Buy |
3,978
+910
| +30% | +$71.6K | 0.08% | 88 |
|
|
2014
Q1 | $252K | Buy |
3,068
+1,330
| +77% | +$100K | 0.06% | 105 |
|
|
2013
Q4 | $131K | Buy |
1,738
+1,600
| +1,159% | +$115K | 0.03% | 139 |
|
|
2013
Q3 | $10K | Hold |
138
| – | – | ﹤0.01% | 475 |
|
|
2013
Q2 | $9K | Buy |
+138
| New | +$8.59K | ﹤0.01% | 506 |
|
Other funds holding UNH
Reilly Financial Advisors's UNH Position: Q4 2021 in Review
Reilly Financial Advisors reduced its UnitedHealth (UNH) stake by 6.8% in Q4 2021, selling an estimated $267K and leaving 8,044 shares worth $4.04M. The position accounts for 0.3% of the portfolio, ranked #65.
Reilly Financial Advisors first reported a position in UNH in Q2 2013 and has held it in 32 quarters since. 2,903 funds tracked by Wall St. Rank hold UNH as of Q4 2021.
- Reilly Financial Advisors held 8,044 shares of UnitedHealth worth $4.04M as of Q4 2021.
- Reilly Financial Advisors sold 589 UnitedHealth shares in Q4 2021, an estimated $267K.
- UnitedHealth made up 0.3% of Reilly Financial Advisors's portfolio in Q4 2021, its #65 holding.
- Reilly Financial Advisors first reported a position in UnitedHealth in Q2 2013 and has held it in 32 quarters since.
- 2,903 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2021.
Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.