Simplicity Solutions’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $24.1M | Sell |
45,837
-2,065
| -4% | -$1.1M | 0.66% | 26 |
|
|
2023
Q3 | $24.2M | Buy |
47,902
+1,373
| +3% | +$676K | 0.78% | 23 |
|
|
2023
Q2 | $22.4M | Sell |
46,529
-480
| -1% | -$235K | 0.61% | 26 |
|
|
2023
Q1 | $22.2M | Buy |
47,009
+32,433
| +223% | +$15.7M | 0.58% | 27 |
|
|
2022
Q4 | $7.73M | Buy |
14,576
+295
| +2% | +$156K | 1.05% | 8 |
|
|
2022
Q3 | $7.21M | Buy |
14,281
+1,357
| +10% | +$714K | 1.05% | 10 |
|
|
2022
Q2 | $6.64M | Buy |
12,924
+1,108
| +9% | +$556K | 0.86% | 19 |
|
|
2022
Q1 | $6.03M | Sell |
11,816
-6,700
| -36% | -$3.23M | 0.74% | 22 |
|
|
2021
Q4 | $9.3M | Buy |
18,516
+9,534
| +106% | +$4.32M | 1.04% | 11 |
|
|
2021
Q3 | $3.51M | Buy |
8,982
+1,395
| +18% | +$578K | 0.54% | 36 |
|
|
2021
Q2 | $3.04M | Buy |
7,587
+2,036
| +37% | +$812K | 0.6% | 26 |
|
|
2021
Q1 | $2.06M | Sell |
5,551
-22,078
| -80% | -$7.65M | 0.45% | 45 |
|
|
2020
Q4 | $9.69M | Buy |
27,629
+2,204
| +9% | +$739K | 0.14% | 150 |
|
|
2020
Q3 | $7.93M | Buy |
25,425
+4,428
| +21% | +$1.36M | 0.15% | 130 |
|
|
2020
Q2 | $6.19M | Sell |
20,997
-7,625
| -27% | -$2.18M | 0.12% | 158 |
|
|
2020
Q1 | $7.14M | Buy |
28,622
+619
| +2% | +$170K | 0.22% | 73 |
|
|
2019
Q4 | $8.23M | Buy |
28,003
+21,309
| +318% | +$5.57M | 0.25% | 71 |
|
|
2019
Q3 | $1.46M | Sell |
6,694
-4,551
| -40% | -$1.1M | 0.06% | 227 |
|
|
2019
Q2 | $2.74M | Sell |
11,245
-15,720
| -58% | -$3.78M | 0.12% | 132 |
|
|
2019
Q1 | $6.67M | Buy |
26,965
+6,098
| +29% | +$1.56M | 0.4% | 56 |
|
|
2018
Q4 | $5.17M | Buy |
20,867
+16,454
| +373% | +$4.35M | 0.67% | 30 |
|
|
2018
Q3 | $1.17M | Buy |
4,413
+1,129
| +34% | +$294K | 0.07% | 151 |
|
|
2018
Q2 | $806K | Buy |
3,284
+1,596
| +95% | +$383K | 0.06% | 182 |
|
|
2018
Q1 | $361K | Sell |
1,688
-1,366
| -45% | -$312K | 0.03% | 252 |
|
|
2017
Q4 | $673K | Buy |
3,054
+281
| +10% | +$59.6K | 0.07% | 178 |
|
|
2017
Q3 | $543K | Sell |
2,773
-793
| -22% | -$153K | 0.37% | 65 |
|
|
2017
Q2 | $661K | Buy |
3,566
+236
| +7% | +$41.4K | 0.08% | 210 |
|
|
2017
Q1 | $546K | Sell |
3,330
-108
| -3% | -$17.7K | 0.08% | 215 |
|
|
2016
Q4 | $550K | Sell |
3,438
-383
| -10% | -$57.2K | 0.13% | 178 |
|
|
2016
Q3 | $535K | Buy |
3,821
+326
| +9% | +$45.7K | 0.26% | 93 |
|
|
2016
Q2 | $493K | Buy |
3,495
+483
| +16% | +$64.4K | 0.27% | 110 |
|
|
2016
Q1 | $388K | Sell |
3,012
-46,303
| -94% | -$5.48M | 0.24% | 128 |
|
|
2015
Q4 | $5.8M | Buy |
49,315
+45,638
| +1,241% | +$5.33M | 0.69% | 14 |
|
|
2015
Q3 | $427K | Buy |
3,677
+1,461
| +66% | +$175K | 0.46% | 53 |
|
|
2015
Q2 | $270K | Buy |
+2,216
| New | +$262K | 0.26% | 95 |
|
Other funds holding UNH
Simplicity Solutions's UNH Position: Q4 2023 in Review
Simplicity Solutions reduced its UnitedHealth (UNH) stake by 4.3% in Q4 2023, selling an estimated $1.1M and leaving 45,837 shares worth $24.1M. The position accounts for 0.66% of the portfolio, ranked #26.
Simplicity Solutions first reported a position in UNH in Q2 2015 and has held it in 35 quarters since. The position peaked at $24.2M in Q3 2023. 3,412 funds tracked by Wall St. Rank hold UNH as of Q4 2023.
- Simplicity Solutions held 45,837 shares of UnitedHealth worth $24.1M as of Q4 2023.
- Simplicity Solutions sold 2,065 UnitedHealth shares in Q4 2023, an estimated $1.1M.
- UnitedHealth made up 0.66% of Simplicity Solutions's portfolio in Q4 2023, its #26 holding.
- Simplicity Solutions first reported a position in UnitedHealth in Q2 2015 and has held it in 35 quarters since.
- Simplicity Solutions's UnitedHealth position peaked at $24.2M in Q3 2023.
- 3,412 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.
Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.