Schroder Investment Management Group’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $963M | Sell |
1,837,885
-165,877
| -8% | -$86.9M | 0.97% | 16 |
|
|
2024
Q4 | $1.01B | Sell |
2,003,762
-56,468
| -3% | -$28.6M | 0.97% | 15 |
|
|
2024
Q3 | $1.2B | Buy |
2,060,230
+741,899
| +56% | +$432M | 1.23% | 12 |
|
|
2024
Q2 | $671M | Sell |
1,318,331
-101,021
| -7% | -$51.4M | 0.74% | 22 |
|
|
2024
Q1 | $702M | Sell |
1,419,352
-419,820
| -23% | -$208M | 0.83% | 21 |
|
|
2023
Q4 | $968M | Buy |
1,839,172
+178,137
| +11% | +$93.8M | 1.26% | 12 |
|
|
2023
Q3 | $837M | Buy |
1,661,035
+17,050
| +1% | +$8.6M | 1.25% | 11 |
|
|
2023
Q2 | $790M | Sell |
1,643,985
-642,548
| -28% | -$309M | 1.13% | 12 |
|
|
2023
Q1 | $1.08B | Sell |
2,286,533
-13,801
| -0.6% | -$6.52M | 1.61% | 6 |
|
|
2022
Q4 | $1.22B | Sell |
2,300,334
-78,065
| -3% | -$41.4M | 1.94% | 4 |
|
|
2022
Q3 | $1.2B | Sell |
2,378,399
-117,030
| -5% | -$59.1M | 1.99% | 5 |
|
|
2022
Q2 | $1.28B | Buy |
2,495,429
+61,248
| +3% | +$31.5M | 1.95% | 4 |
|
|
2022
Q1 | $1.27B | Sell |
2,434,181
-256,270
| -10% | -$133M | 1.67% | 5 |
|
|
2021
Q4 | $1.35B | Buy |
2,690,451
+424,168
| +19% | +$213M | 1.76% | 6 |
|
|
2021
Q3 | $886M | Sell |
2,266,283
-343,856
| -13% | -$134M | 1.36% | 9 |
|
|
2021
Q2 | $1.05B | Buy |
2,610,139
+16,736
| +0.6% | +$6.7M | 1.31% | 8 |
|
|
2021
Q1 | $965M | Buy |
2,593,403
+201,443
| +8% | +$74.9M | 1.25% | 11 |
|
|
2020
Q4 | $839M | Sell |
2,391,960
-66,825
| -3% | -$23.4M | 1.18% | 12 |
|
|
2020
Q3 | $767M | Buy |
2,458,785
+326,798
| +15% | +$102M | 1.23% | 10 |
|
|
2020
Q2 | $629M | Buy |
2,131,987
+416,077
| +24% | +$123M | 1.14% | 11 |
|
|
2020
Q1 | $426M | Sell |
1,715,910
-55,823
| -3% | -$13.9M | 0.91% | 16 |
|
|
2019
Q4 | $521M | Buy |
1,771,733
+18,849
| +1% | +$5.54M | 0.85% | 16 |
|
|
2019
Q3 | $377M | Buy |
1,752,884
+164,752
| +10% | +$35.5M | 0.67% | 28 |
|
|
2019
Q2 | $388M | Sell |
1,588,132
-212,740
| -12% | -$51.9M | 0.7% | 27 |
|
|
2019
Q1 | $445M | Buy |
1,800,872
+128,439
| +8% | +$31.8M | 0.79% | 19 |
|
|
2018
Q4 | $417K | Sell |
1,672,433
-253,611
| -13% | -$63.2K | 0.75% | 21 |
|
|
2018
Q3 | $512M | Buy |
1,926,044
+162,340
| +9% | +$43.2M | 0.88% | 17 |
|
|
2018
Q2 | $432M | Sell |
1,763,704
-269,328
| -13% | -$66M | 0.76% | 20 |
|
|
2018
Q1 | $435M | Sell |
2,033,032
-37,803
| -2% | -$8.09M | 0.75% | 18 |
|
|
2017
Q4 | $457M | Buy |
2,070,835
+49,444
| +2% | +$10.9M | 0.75% | 17 |
|
|
2017
Q3 | $396M | Sell |
2,021,391
-116,718
| -5% | -$22.9M | 0.69% | 23 |
|
|
2017
Q2 | $396M | Buy |
2,138,109
+13,915
| +0.7% | +$2.58M | 0.71% | 22 |
|
|
2017
Q1 | $350M | Sell |
2,124,194
-369,396
| -15% | -$60.9M | 0.63% | 25 |
|
|
2016
Q4 | $399M | Sell |
2,493,590
-494,457
| -17% | -$79.1M | 0.76% | 19 |
|
|
2016
Q3 | $418M | Sell |
2,988,047
-92,477
| -3% | -$12.9M | 0.78% | 20 |
|
|
2016
Q2 | $435M | Sell |
3,080,524
-329,397
| -10% | -$46.5M | 0.87% | 15 |
|
|
2016
Q1 | $442M | Sell |
3,409,921
-597,321
| -15% | -$77.5M | 0.91% | 16 |
|
|
2015
Q4 | $471M | Sell |
4,007,242
-26,062
| -0.6% | -$3.07M | 0.97% | 11 |
|
|
2015
Q3 | $468M | Sell |
4,033,304
-308,708
| -7% | -$35.8M | 0.99% | 8 |
|
|
2015
Q2 | $526M | Buy |
4,342,012
+905,012
| +26% | +$110M | 1.03% | 8 |
|
|
2015
Q1 | $406M | Sell |
3,437,000
-1,464,441
| -30% | -$173M | 0.79% | 16 |
|
|
2014
Q4 | $495M | Buy |
4,901,441
+499,175
| +11% | +$50.5M | 0.97% | 9 |
|
|
2014
Q3 | $380M | Buy |
4,402,266
+86,008
| +2% | +$7.42M | 0.51% | 37 |
|
|
2014
Q2 | $353M | Buy |
4,316,258
+510,505
| +13% | +$41.7M | 0.44% | 43 |
|
|
2014
Q1 | $312M | Buy |
3,805,753
+1,091,388
| +40% | +$89.5M | 0.35% | 55 |
|
|
2013
Q4 | $204M | Buy |
2,714,365
+327,851
| +14% | +$24.7M | 0.26% | 73 |
|
|
2013
Q3 | $171M | Buy |
2,386,514
+335,156
| +16% | +$24M | 0.41% | 56 |
|
|
2013
Q2 | $134M | Buy |
+2,051,358
| New | +$134M | 0.36% | 67 |
|