Sandy Spring Bank’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.56M | Sell |
12,517
-680
| -5% | -$348K | 0.28% | 79 |
|
|
2024
Q4 | $6.68M | Sell |
13,197
-41
| -0.3% | -$23.3K | 0.27% | 77 |
|
|
2024
Q3 | $7.74M | Sell |
13,238
-14
| -0.1% | -$7.92K | 0.32% | 72 |
|
|
2024
Q2 | $6.75M | Sell |
13,252
-79
| -0.6% | -$38.7K | 0.3% | 72 |
|
|
2024
Q1 | $6.6M | Buy |
13,331
+19
| +0.1% | +$9.66K | 0.3% | 75 |
|
|
2023
Q4 | $7.01M | Sell |
13,312
-56
| -0.4% | -$29.9K | 0.35% | 69 |
|
|
2023
Q3 | $6.74M | Sell |
13,368
-21
| -0.2% | -$10.3K | 0.37% | 64 |
|
|
2023
Q2 | $6.44M | Buy |
13,389
+429
| +3% | +$210K | 0.34% | 66 |
|
|
2023
Q1 | $6.12M | Sell |
12,960
-751
| -5% | -$362K | 0.35% | 66 |
|
|
2022
Q4 | $7.27M | Hold |
13,711
| – | – | 0.43% | 56 |
|
|
2022
Q3 | $6.92M | Sell |
13,711
-257
| -2% | -$135K | 0.44% | 56 |
|
|
2022
Q2 | $7.17M | Sell |
13,968
-155
| -1% | -$77.8K | 0.43% | 57 |
|
|
2022
Q1 | $7.2M | Sell |
14,123
-65
| -0.5% | -$31.4K | 0.37% | 64 |
|
|
2021
Q4 | $7.12M | Buy |
14,188
+198
| +1% | +$89.6K | 0.34% | 69 |
|
|
2021
Q3 | $5.47M | Sell |
13,990
-15
| -0.1% | -$6.21K | 0.29% | 88 |
|
|
2021
Q2 | $5.61M | Buy |
14,005
+8
| +0.1% | +$3.19K | 0.3% | 85 |
|
|
2021
Q1 | $5.21M | Sell |
13,997
-212
| -1% | -$73.5K | 0.3% | 83 |
|
|
2020
Q4 | $4.98M | Buy |
14,209
+295
| +2% | +$98.9K | 0.3% | 83 |
|
|
2020
Q3 | $4.34M | Sell |
13,914
-722
| -5% | -$222K | 0.3% | 83 |
|
|
2020
Q2 | $4.32M | Buy |
14,636
+340
| +2% | +$97.4K | 0.32% | 78 |
|
|
2020
Q1 | $3.56M | Sell |
14,296
-884
| -6% | -$243K | 0.32% | 79 |
|
|
2019
Q4 | $4.46M | Sell |
15,180
-44
| -0.3% | -$11.5K | 0.32% | 80 |
|
|
2019
Q3 | $3.31M | Sell |
15,224
-380
| -2% | -$91.7K | 0.26% | 93 |
|
|
2019
Q2 | $3.81M | Buy |
15,604
+2,662
| +21% | +$640K | 0.31% | 85 |
|
|
2019
Q1 | $3.2M | Sell |
12,942
-50
| -0.4% | -$12.8K | 0.27% | 95 |
|
|
2018
Q4 | $3.24M | Buy |
12,992
+55
| +0.4% | +$14.5K | 0.31% | 84 |
|
|
2018
Q3 | $3.44M | Sell |
12,937
-25
| -0.2% | -$6.5K | 0.28% | 93 |
|
|
2018
Q2 | $3.18M | Sell |
12,962
-279
| -2% | -$67K | 0.28% | 95 |
|
|
2018
Q1 | $2.83M | Buy |
13,241
+760
| +6% | +$174K | 0.25% | 106 |
|
|
2017
Q4 | $2.75M | Sell |
12,481
-306
| -2% | -$64.8K | 0.25% | 106 |
|
|
2017
Q3 | $2.5M | Sell |
12,787
-155
| -1% | -$29.9K | 0.24% | 116 |
|
|
2017
Q2 | $2.4M | Buy |
12,942
+155
| +1% | +$27.2K | 0.24% | 118 |
|
|
2017
Q1 | $2.1M | Buy |
12,787
+1,134
| +10% | +$186K | 0.21% | 136 |
|
|
2016
Q4 | $1.86M | Buy |
11,653
+77
| +0.7% | +$11.5K | 0.19% | 144 |
|
|
2016
Q3 | $1.62M | Hold |
11,576
| – | – | 0.17% | 155 |
|
|
2016
Q2 | $1.64M | Sell |
11,576
-332
| -3% | -$44.3K | 0.19% | 144 |
|
|
2016
Q1 | $1.53M | Hold |
11,908
| – | – | 0.18% | 145 |
|
|
2015
Q4 | $1.4M | Buy |
11,908
+317
| +3% | +$37K | 0.16% | 148 |
|
|
2015
Q3 | $1.34M | Hold |
11,591
| – | – | 0.16% | 146 |
|
|
2015
Q2 | $1.41M | Buy |
11,591
+114
| +1% | +$13.5K | 0.16% | 147 |
|
|
2015
Q1 | $1.36M | Buy |
11,477
+10,711
| +1,398% | +$1.19M | 0.16% | 150 |
|
|
2014
Q4 | $77K | Buy |
766
+59
| +8% | +$5.59K | 0.01% | 357 |
|
|
2014
Q3 | $61K | Hold |
707
| – | – | 0.01% | 387 |
|
|
2014
Q2 | $58K | Buy |
707
+154
| +28% | +$12.1K | 0.01% | 401 |
|
|
2014
Q1 | $46K | Buy |
553
+21
| +4% | +$1.58K | 0.01% | 384 |
|
|
2013
Q4 | $40K | Sell |
532
-325
| -38% | -$23.3K | 0.01% | 393 |
|
|
2013
Q3 | $61K | Hold |
857
| – | – | 0.01% | 345 |
|
|
2013
Q2 | $56K | Buy |
+857
| New | +$53.3K | 0.01% | 338 |
|
Other funds holding UNH
Sandy Spring Bank's UNH Position: Q1 2025 in Review
Sandy Spring Bank reduced its UnitedHealth (UNH) stake by 5.2% in Q1 2025, selling an estimated $348K and leaving 12,517 shares worth $6.56M. The position accounts for 0.28% of the portfolio, ranked #79.
Sandy Spring Bank first reported a position in UNH in Q2 2013 and has held it in 48 quarters since. The position peaked at $7.74M in Q3 2024. 3,603 funds tracked by Wall St. Rank hold UNH as of Q1 2025.
- Sandy Spring Bank held 12,517 shares of UnitedHealth worth $6.56M as of Q1 2025.
- Sandy Spring Bank sold 680 UnitedHealth shares in Q1 2025, an estimated $348K.
- UnitedHealth made up 0.28% of Sandy Spring Bank's portfolio in Q1 2025, its #79 holding.
- Sandy Spring Bank first reported a position in UnitedHealth in Q2 2013 and has held it in 48 quarters since.
- Sandy Spring Bank's UnitedHealth position peaked at $7.74M in Q3 2024.
- 3,603 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.
Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.