SCM
Sio Capital Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-21,900
| Closed | -$5.46M | – | 87 |
|
|
2020
Q1 | $5.46M | Buy |
+21,900
| New | +$5.46M | 1.83% | 17 |
|
|
2019
Q3 | – | Sell |
-29,176
| Closed | -$7.12M | – | 79 |
|
|
2019
Q2 | $7.12M | Buy |
29,176
+13,769
| +89% | +$3.36M | 1.72% | 16 |
|
|
2019
Q1 | $3.81M | Buy |
15,407
+1,200
| +8% | +$297K | 1.03% | 38 |
|
|
2018
Q4 | $3.54M | Buy |
14,207
+1,628
| +13% | +$406K | 1.29% | 32 |
|
|
2018
Q3 | $3.35M | Buy |
12,579
+1,414
| +13% | +$376K | 1.15% | 29 |
|
|
2018
Q2 | $2.74M | Sell |
11,165
-19,235
| -63% | -$4.72M | 1.51% | 26 |
|
|
2018
Q1 | $6.51M | Buy |
30,400
+18,970
| +166% | +$4.06M | 3.91% | 6 |
|
|
2017
Q4 | $2.52M | Hold |
11,430
| – | – | 1.42% | 17 |
|
|
2017
Q3 | $2.24M | Sell |
11,430
-9,721
| -46% | -$1.9M | 1.16% | 25 |
|
|
2017
Q2 | $3.92M | Hold |
21,151
| – | – | 1.86% | 12 |
|
|
2017
Q1 | $3.47M | Buy |
21,151
+4,964
| +31% | +$814K | 1.94% | 15 |
|
|
2016
Q4 | $2.59M | Buy |
16,187
+1,138
| +8% | +$182K | 1.51% | 15 |
|
|
2016
Q3 | $2.11M | Buy |
+15,049
| New | +$2.11M | 1.45% | 18 |
|
|
2016
Q1 | – | Sell |
-35,500
| Closed | -$4.18M | – | 51 |
|
|
2015
Q4 | $4.18M | Sell |
35,500
-20,484
| -37% | -$2.41M | 1.85% | 19 |
|
|
2015
Q3 | $6.5M | Buy |
+55,984
| New | +$6.5M | 4.45% | 6 |
|
|
2015
Q2 | – | Sell |
-26,500
| Closed | -$3.14M | – | 42 |
|
|
2015
Q1 | $3.14M | Buy |
+26,500
| New | +$3.14M | 1.78% | 10 |
|