SEI Investments’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120M | Sell |
385,490
-45,262
| -11% | -$14.1M | 0.14% | 148 |
|
|
2025
Q1 | $226M | Buy |
430,752
+12,115
| +3% | +$6.35M | 0.29% | 54 |
|
|
2024
Q4 | $212M | Sell |
418,637
-51,658
| -11% | -$26.1M | 0.27% | 57 |
|
|
2024
Q3 | $275M | Sell |
470,295
-78,941
| -14% | -$46.2M | 0.36% | 47 |
|
|
2024
Q2 | $280M | Sell |
549,236
-150,848
| -22% | -$76.8M | 0.4% | 42 |
|
|
2024
Q1 | $346M | Buy |
700,084
+13,397
| +2% | +$6.63M | 0.51% | 31 |
|
|
2023
Q4 | $362M | Buy |
686,687
+25,067
| +4% | +$13.2M | 0.58% | 23 |
|
|
2023
Q3 | $334M | Sell |
661,620
-11,705
| -2% | -$5.9M | 0.6% | 20 |
|
|
2023
Q2 | $324M | Sell |
673,325
-90,899
| -12% | -$43.7M | 0.56% | 23 |
|
|
2023
Q1 | $361M | Buy |
764,224
+182,849
| +31% | +$86.4M | 0.67% | 18 |
|
|
2022
Q4 | $308M | Sell |
581,375
-61,963
| -10% | -$32.9M | 0.68% | 18 |
|
|
2022
Q3 | $325M | Buy |
643,338
+55,071
| +9% | +$27.8M | 0.72% | 16 |
|
|
2022
Q2 | $304M | Buy |
588,267
+185,896
| +46% | +$96M | 0.66% | 19 |
|
|
2022
Q1 | $207M | Sell |
402,371
-34,657
| -8% | -$17.8M | 0.42% | 42 |
|
|
2021
Q4 | $221M | Buy |
437,028
+70,273
| +19% | +$35.6M | 0.42% | 41 |
|
|
2021
Q3 | $144M | Buy |
366,755
+46,054
| +14% | +$18M | 0.3% | 54 |
|
|
2021
Q2 | $128M | Sell |
320,701
-12,739
| -4% | -$5.1M | 0.28% | 57 |
|
|
2021
Q1 | $122M | Sell |
333,440
-29,735
| -8% | -$10.9M | 0.31% | 51 |
|
|
2020
Q4 | $127M | Sell |
363,175
-74,922
| -17% | -$26.3M | 0.33% | 52 |
|
|
2020
Q3 | $136M | Sell |
438,097
-13,987
| -3% | -$4.36M | 0.4% | 45 |
|
|
2020
Q2 | $133M | Buy |
452,084
+2,947
| +0.7% | +$869K | 0.41% | 43 |
|
|
2020
Q1 | $112M | Buy |
449,137
+22,951
| +5% | +$5.71M | 0.41% | 40 |
|
|
2019
Q4 | $125M | Sell |
426,186
-39,842
| -9% | -$11.7M | 0.37% | 41 |
|
|
2019
Q3 | $147M | Buy |
466,028
+51,970
| +13% | +$16.4M | 0.38% | 50 |
|
|
2019
Q2 | $101M | Sell |
414,058
-201,489
| -33% | -$49.1M | 0.33% | 46 |
|
|
2019
Q1 | $152M | Sell |
615,547
-58,831
| -9% | -$14.5M | 0.51% | 30 |
|
|
2018
Q4 | $176M | Buy |
674,378
+23,365
| +4% | +$6.1M | 0.63% | 20 |
|
|
2018
Q3 | $173M | Sell |
651,013
-76,142
| -10% | -$20.3M | 0.63% | 24 |
|
|
2018
Q2 | $178M | Buy |
727,155
+74,133
| +11% | +$18.2M | 0.61% | 22 |
|
|
2018
Q1 | $140M | Sell |
653,022
-22,156
| -3% | -$4.74M | 0.54% | 31 |
|
|
2017
Q4 | $149M | Sell |
675,178
-30,781
| -4% | -$6.79M | 0.52% | 24 |
|
|
2017
Q3 | $138M | Buy |
705,959
+80,588
| +13% | +$15.8M | 0.49% | 26 |
|
|
2017
Q2 | $116M | Buy |
625,371
+109,866
| +21% | +$20.4M | 0.46% | 30 |
|
|
2017
Q1 | $84.5M | Buy |
515,505
+147,074
| +40% | +$24.1M | 0.37% | 43 |
|
|
2016
Q4 | $59M | Sell |
368,431
-67,338
| -15% | -$10.8M | 0.29% | 65 |
|
|
2016
Q3 | $61M | Sell |
435,769
-33,269
| -7% | -$4.66M | 0.31% | 60 |
|
|
2016
Q2 | $66.2M | Sell |
469,038
-58,972
| -11% | -$8.33M | 0.4% | 40 |
|
|
2016
Q1 | $68.1M | Buy |
528,010
+67,338
| +15% | +$8.68M | 0.42% | 34 |
|
|
2015
Q4 | $54.2M | Buy |
460,672
+121,692
| +36% | +$14.3M | 0.33% | 52 |
|
|
2015
Q3 | $39.3M | Buy |
338,980
+36,321
| +12% | +$4.21M | 0.36% | 52 |
|
|
2015
Q2 | $36.9M | Buy |
302,659
+49,776
| +20% | +$6.07M | 0.33% | 69 |
|
|
2015
Q1 | $29.9M | Sell |
252,883
-9,130
| -3% | -$1.08M | 0.26% | 92 |
|
|
2014
Q4 | $26.5M | Buy |
+262,013
| New | +$26.5M | 0.23% | 109 |
|