River Global Investors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,735
| Closed | -$914K | – | 222 |
|
|
2023
Q4 | $914K | Sell |
1,735
-635
| -27% | -$339K | 0.17% | 160 |
|
|
2023
Q3 | $1.2M | Sell |
2,370
-520
| -18% | -$256K | 0.28% | 108 |
|
|
2023
Q2 | $1.39M | Hold |
2,890
| – | – | 0.27% | 111 |
|
|
2023
Q1 | $1.36M | Sell |
2,890
-100
| -3% | -$48.3K | 0.28% | 116 |
|
|
2022
Q4 | $1.59M | Sell |
2,990
-4,090
| -58% | -$2.17M | 0.34% | 100 |
|
|
2022
Q3 | $3.58M | Sell |
7,080
-1,880
| -21% | -$989K | 0.69% | 50 |
|
|
2022
Q2 | $4.62M | Sell |
8,960
-200
| -2% | -$100K | 0.82% | 41 |
|
|
2022
Q1 | $4.67M | Hold |
9,160
| – | – | 0.61% | 58 |
|
|
2021
Q4 | $4.6M | Sell |
9,160
-3,874
| -30% | -$1.75M | 0.36% | 68 |
|
|
2021
Q3 | $5.09M | Sell |
13,034
-10,120
| -44% | -$4.19M | 0.4% | 67 |
|
|
2021
Q2 | $9.27M | Sell |
23,154
-2,800
| -11% | -$1.12M | 0.6% | 48 |
|
|
2021
Q1 | $9.67M | Sell |
25,954
-1,276
| -5% | -$442K | 0.58% | 43 |
|
|
2020
Q4 | $9.54M | Buy |
27,230
+8,589
| +46% | +$2.88M | 0.54% | 38 |
|
|
2020
Q3 | $5.81M | Sell |
18,641
-400
| -2% | -$123K | 0.43% | 68 |
|
|
2020
Q2 | $5.61M | Sell |
19,041
-27,784
| -59% | -$7.96M | 0.41% | 71 |
|
|
2020
Q1 | $11.7M | Sell |
46,825
-14,956
| -24% | -$4.12M | 1.07% | 16 |
|
|
2019
Q4 | $18.2M | Buy |
61,781
+4,069
| +7% | +$1.06M | 1.01% | 17 |
|
|
2019
Q3 | $12.5M | Buy |
57,712
+15,200
| +36% | +$3.67M | 0.88% | 26 |
|
|
2019
Q2 | $10.4M | Buy |
42,512
+28,320
| +200% | +$6.81M | 0.72% | 40 |
|
|
2019
Q1 | $3.51M | Sell |
14,192
-11,000
| -44% | -$2.81M | 0.25% | 108 |
|
|
2018
Q4 | $6.28M | Buy |
25,192
+2,641
| +12% | +$698K | 0.54% | 59 |
|
|
2018
Q3 | $6M | Buy |
22,551
+3,500
| +18% | +$910K | 0.54% | 52 |
|
|
2018
Q2 | $4.68M | Buy |
19,051
+831
| +5% | +$200K | 0.48% | 73 |
|
|
2018
Q1 | $4.01M | Sell |
18,220
-900
| -5% | -$206K | 0.47% | 76 |
|
|
2017
Q4 | $4.22M | Buy |
19,120
+6,370
| +50% | +$1.35M | 0.47% | 73 |
|
|
2017
Q3 | $2.5M | Hold |
12,750
| – | – | 0.37% | 84 |
|
|
2017
Q2 | $2.36M | Sell |
12,750
-5,150
| -29% | -$903K | 0.44% | 78 |
|
|
2017
Q1 | $2.94M | Sell |
17,900
-1,800
| -9% | -$295K | 0.66% | 59 |
|
|
2016
Q4 | $3.15M | Hold |
19,700
| – | – | 0.89% | 44 |
|
|
2016
Q3 | $2.76M | Buy |
19,700
+16,385
| +494% | +$2.29M | 0.88% | 50 |
|
|
2016
Q2 | $23K | Sell |
3,315
-12,874
| -80% | -$1.72M | 0.01% | 115 |
|
|
2016
Q1 | $2.09M | Sell |
16,189
-2,075
| -11% | -$245K | 1.34% | 19 |
|
|
2015
Q4 | $2.15M | Buy |
+18,264
| New | +$2.13M | 1.46% | 23 |
|
|
2015
Q2 | $400K | Buy |
3,284
+80
| +2% | +$9.46K | 0.51% | 47 |
|
|
2015
Q1 | $379K | Buy |
3,204
+2,537
| +380% | +$282K | 0.14% | 66 |
|
|
2014
Q4 | $67K | Buy |
+667
| New | +$63.2K | 0.02% | 69 |
|
Other funds holding UNH
River Global Investors's UNH Position: Q1 2024 in Review
River Global Investors sold out of UnitedHealth (UNH) in Q1 2024, closing a stake of 1,735 shares — an estimated $914K sold.
River Global Investors first reported a position in UNH in Q4 2014 and held it in 36 quarters. The position peaked at $18.2M in Q4 2019. 3,375 funds tracked by Wall St. Rank hold UNH as of Q1 2024.
- River Global Investors reported no remaining UnitedHealth position as of Q1 2024 after selling out during the quarter.
- River Global Investors sold 1,735 UnitedHealth shares in Q1 2024, an estimated $914K.
- River Global Investors first reported a position in UnitedHealth in Q4 2014 and held it in 36 quarters.
- River Global Investors's UnitedHealth position peaked at $18.2M in Q4 2019.
- 3,375 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.
Based on River Global Investors's 13F filing for Q1 2024, filed 7 May 2024.