Santa Fe Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-16,959
| Closed | -$2M | – | 301 |
|
|
2015
Q4 | $2M | Buy |
+16,959
| New | +$2M | 0.33% | 119 |
|
|
2015
Q3 | – | Sell |
-30,271
| Closed | -$3.69M | – | 583 |
|
|
2015
Q2 | $3.69M | Buy |
30,271
+22,658
| +298% | +$2.76M | 0.5% | 19 |
|
|
2015
Q1 | $901K | Buy |
7,613
+3,232
| +74% | +$383K | 0.11% | 319 |
|
|
2014
Q4 | $444K | Buy |
4,381
+1,063
| +32% | +$108K | 0.06% | 389 |
|
|
2014
Q3 | $286K | Buy |
+3,318
| New | +$286K | 0.04% | 457 |
|