SBH
Segall Bryant & Hamill’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-83,570
| Closed | -$43.8M | – | 636 |
|
|
2025
Q1 | $43.8M | Sell |
83,570
-5,605
| -6% | -$2.94M | 0.67% | 23 |
|
|
2024
Q4 | $45.1M | Buy |
89,175
+1,956
| +2% | +$989K | 0.62% | 33 |
|
|
2024
Q3 | $51M | Buy |
87,219
+30,340
| +53% | +$17.7M | 0.7% | 19 |
|
|
2024
Q2 | $29M | Buy |
56,879
+1,582
| +3% | +$806K | 0.51% | 58 |
|
|
2024
Q1 | $27.4M | Sell |
55,297
-1,542
| -3% | -$763K | 0.51% | 59 |
|
|
2023
Q4 | $29.9M | Sell |
56,839
-159,263
| -74% | -$83.8M | 0.58% | 46 |
|
|
2023
Q3 | $109M | Sell |
216,102
-8,771
| -4% | -$4.42M | 1.26% | 9 |
|
|
2023
Q2 | $108M | Sell |
224,873
-4,491
| -2% | -$2.16M | 1.13% | 9 |
|
|
2023
Q1 | $108M | Sell |
229,364
-3,943
| -2% | -$1.86M | 1.17% | 9 |
|
|
2022
Q4 | $124M | Sell |
233,307
-14,168
| -6% | -$7.51M | 1.38% | 3 |
|
|
2022
Q3 | $125M | Buy |
247,475
+11,455
| +5% | +$5.79M | 1.49% | 4 |
|
|
2022
Q2 | $121M | Sell |
236,020
-17,672
| -7% | -$9.08M | 1.36% | 6 |
|
|
2022
Q1 | $129M | Buy |
253,692
+27,217
| +12% | +$13.9M | 1.24% | 9 |
|
|
2021
Q4 | $114M | Buy |
226,475
+6,207
| +3% | +$3.12M | 1.05% | 18 |
|
|
2021
Q3 | $86.1M | Buy |
220,268
+284
| +0.1% | +$111K | 0.82% | 26 |
|
|
2021
Q2 | $88M | Buy |
219,984
+1,449
| +0.7% | +$580K | 0.85% | 23 |
|
|
2021
Q1 | $81.3M | Sell |
218,535
-8,529
| -4% | -$3.17M | 0.8% | 24 |
|
|
2020
Q4 | $79.7M | Buy |
227,064
+5,741
| +3% | +$2.01M | 0.89% | 23 |
|
|
2020
Q3 | $69M | Buy |
221,323
+11,754
| +6% | +$3.66M | 0.94% | 21 |
|
|
2020
Q2 | $61.8M | Sell |
209,569
-5,037
| -2% | -$1.48M | 1.04% | 16 |
|
|
2020
Q1 | $53.5M | Sell |
214,606
-6,792
| -3% | -$1.69M | 1.09% | 13 |
|
|
2019
Q4 | $65.1M | Sell |
221,398
-1,461
| -0.7% | -$429K | 1.01% | 16 |
|
|
2019
Q3 | $48.4M | Sell |
222,859
-8,276
| -4% | -$1.8M | 0.75% | 28 |
|
|
2019
Q2 | $56.4M | Buy |
231,135
+2,635
| +1% | +$643K | 0.85% | 22 |
|
|
2019
Q1 | $56.5M | Buy |
228,500
+11,756
| +5% | +$2.91M | 0.88% | 17 |
|
|
2018
Q4 | $54M | Buy |
216,744
+6,013
| +3% | +$1.5M | 0.93% | 16 |
|
|
2018
Q3 | $56.1M | Sell |
210,731
-5,617
| -3% | -$1.49M | 0.83% | 19 |
|
|
2018
Q2 | $53.1M | Buy |
216,348
+8,946
| +4% | +$2.19M | 0.81% | 22 |
|
|
2018
Q1 | $44.4M | Sell |
207,402
-18,900
| -8% | -$4.04M | 1.03% | 25 |
|
|
2017
Q4 | $49.9M | Sell |
226,302
-6,186
| -3% | -$1.36M | 1.1% | 21 |
|
|
2017
Q3 | $45.5M | Buy |
232,488
+1,327
| +0.6% | +$260K | 1.06% | 24 |
|
|
2017
Q2 | $42.9M | Sell |
231,161
-1,619
| -0.7% | -$300K | 1.01% | 24 |
|
|
2017
Q1 | $38.2M | Buy |
232,780
+7,084
| +3% | +$1.16M | 0.92% | 27 |
|
|
2016
Q4 | $36.1M | Sell |
225,696
-2,138
| -0.9% | -$342K | 0.91% | 23 |
|
|
2016
Q3 | $31.9M | Buy |
227,834
+595
| +0.3% | +$83.3K | 0.82% | 36 |
|
|
2016
Q2 | $32.1M | Sell |
227,239
-53
| -0% | -$7.48K | 0.85% | 30 |
|
|
2016
Q1 | $29.3M | Buy |
227,292
+37,423
| +20% | +$4.82M | 0.73% | 40 |
|
|
2015
Q4 | $22.3M | Sell |
189,869
-10,169
| -5% | -$1.2M | 0.54% | 59 |
|
|
2015
Q3 | $23.2M | Sell |
200,038
-819
| -0.4% | -$95K | 0.57% | 57 |
|
|
2015
Q2 | $24.5M | Sell |
200,857
-1,296
| -0.6% | -$158K | 0.55% | 59 |
|
|
2015
Q1 | $23.9M | Sell |
202,153
-8,810
| -4% | -$1.04M | 0.54% | 57 |
|
|
2014
Q4 | $21.3M | Buy |
210,963
+27,685
| +15% | +$2.8M | 0.48% | 66 |
|
|
2014
Q3 | $15.8M | Buy |
183,278
+115,347
| +170% | +$9.95M | 0.37% | 82 |
|
|
2014
Q2 | $5.55M | Sell |
67,931
-3,645
| -5% | -$298K | 0.13% | 191 |
|
|
2014
Q1 | $5.87M | Sell |
71,576
-980
| -1% | -$80.4K | 0.14% | 188 |
|
|
2013
Q4 | $5.46M | Sell |
72,556
-205
| -0.3% | -$15.4K | 0.13% | 190 |
|
|
2013
Q3 | $5.21M | Buy |
72,761
+2,063
| +3% | +$148K | 0.13% | 194 |
|
|
2013
Q2 | $4.63M | Buy |
+70,698
| New | +$4.63M | 0.12% | 196 |
|