SI
SII Investments’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-5,493
| Closed | -$1.21M | – | 298 |
|
|
2017
Q4 | $1.21M | Sell |
5,493
-3,507
| -39% | -$774K | 0.13% | 132 |
|
|
2017
Q3 | $1.76M | Buy |
9,000
+24
| +0.3% | +$4.69K | 0.1% | 159 |
|
|
2017
Q2 | $1.67M | Buy |
8,976
+379
| +4% | +$70.3K | 0.1% | 162 |
|
|
2017
Q1 | $1.41M | Buy |
8,597
+14
| +0.2% | +$2.29K | 0.1% | 162 |
|
|
2016
Q4 | $1.38M | Buy |
8,583
+788
| +10% | +$126K | 0.1% | 156 |
|
|
2016
Q3 | $1.09M | Sell |
7,795
-9,244
| -54% | -$1.3M | 0.08% | 173 |
|
|
2016
Q2 | $2.4M | Sell |
17,039
-496
| -3% | -$69.9K | 0.2% | 104 |
|
|
2016
Q1 | $2.26M | Buy |
17,535
+1,567
| +10% | +$202K | 0.21% | 95 |
|
|
2015
Q4 | $1.88M | Sell |
15,968
-3,572
| -18% | -$421K | 0.24% | 92 |
|
|
2015
Q3 | $2.27M | Buy |
19,540
+3,709
| +23% | +$430K | 0.26% | 91 |
|
|
2015
Q2 | $1.93M | Sell |
15,831
-140
| -0.9% | -$17.1K | 0.23% | 108 |
|
|
2015
Q1 | $1.89M | Sell |
15,971
-1,078
| -6% | -$128K | 0.23% | 109 |
|
|
2014
Q4 | $1.72M | Sell |
17,049
-1,555
| -8% | -$157K | 0.23% | 111 |
|
|
2014
Q3 | $1.61M | Buy |
18,604
+578
| +3% | +$49.9K | 0.22% | 113 |
|
|
2014
Q2 | $1.47M | Buy |
18,026
+3,245
| +22% | +$264K | 0.21% | 117 |
|
|
2014
Q1 | $1.06M | Buy |
14,781
+2,621
| +22% | +$187K | 0.2% | 127 |
|
|
2013
Q4 | $915K | Buy |
12,160
+821
| +7% | +$61.8K | 0.16% | 154 |
|
|
2013
Q3 | $808K | Buy |
11,339
+1
| +0% | +$71 | 0.19% | 137 |
|
|
2013
Q2 | $743K | Buy |
+11,338
| New | +$743K | 0.16% | 159 |
|