SIA
Sit Investment Associates’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29M | Buy |
93,059
+29,752
| +47% | +$9.28M | 0.62% | 34 |
|
|
2025
Q1 | $33.2M | Buy |
63,307
+411
| +0.7% | +$215K | 0.78% | 26 |
|
|
2024
Q4 | $31.8M | Sell |
62,896
-7,563
| -11% | -$3.83M | 0.72% | 27 |
|
|
2024
Q3 | $41.2M | Sell |
70,459
-9,375
| -12% | -$5.48M | 0.92% | 20 |
|
|
2024
Q2 | $40.7M | Sell |
79,834
-3,723
| -4% | -$1.9M | 0.94% | 18 |
|
|
2024
Q1 | $41.3M | Buy |
83,557
+590
| +0.7% | +$292K | 0.95% | 20 |
|
|
2023
Q4 | $43.7M | Sell |
82,967
-3,389
| -4% | -$1.78M | 1.07% | 15 |
|
|
2023
Q3 | $43.5M | Buy |
86,356
+1,946
| +2% | +$981K | 1.19% | 10 |
|
|
2023
Q2 | $40.6M | Buy |
84,410
+5,447
| +7% | +$2.62M | 1.06% | 13 |
|
|
2023
Q1 | $37.3M | Buy |
78,963
+6,626
| +9% | +$3.13M | 1.01% | 14 |
|
|
2022
Q4 | $38.4M | Buy |
72,337
+4,170
| +6% | +$2.21M | 1.07% | 16 |
|
|
2022
Q3 | $34.4M | Sell |
68,167
-4,628
| -6% | -$2.34M | 1.03% | 16 |
|
|
2022
Q2 | $37.4M | Sell |
72,795
-1,946
| -3% | -$1,000K | 1.14% | 13 |
|
|
2022
Q1 | $38.1M | Sell |
74,741
-3,188
| -4% | -$1.63M | 1.03% | 12 |
|
|
2021
Q4 | $39.1M | Sell |
77,929
-3,622
| -4% | -$1.82M | 0.92% | 14 |
|
|
2021
Q3 | $31.9M | Buy |
81,551
+3,080
| +4% | +$1.2M | 0.83% | 21 |
|
|
2021
Q2 | $31.4M | Sell |
78,471
-4,408
| -5% | -$1.77M | 0.78% | 23 |
|
|
2021
Q1 | $30.8M | Buy |
82,879
+1,058
| +1% | +$394K | 0.81% | 19 |
|
|
2020
Q4 | $28.7M | Sell |
81,821
-8,814
| -10% | -$3.09M | 0.78% | 21 |
|
|
2020
Q3 | $28.3M | Sell |
90,635
-2,280
| -2% | -$711K | 0.83% | 16 |
|
|
2020
Q2 | $27.4M | Sell |
92,915
-9,610
| -9% | -$2.83M | 0.86% | 22 |
|
|
2020
Q1 | $25.6M | Sell |
102,525
-12,265
| -11% | -$3.06M | 0.97% | 18 |
|
|
2019
Q4 | $33.7M | Buy |
114,790
+749
| +0.7% | +$220K | 0.96% | 19 |
|
|
2019
Q3 | $24.8M | Sell |
114,041
-2,405
| -2% | -$523K | 0.76% | 26 |
|
|
2019
Q2 | $28.4M | Sell |
116,446
-13,128
| -10% | -$3.2M | 0.88% | 19 |
|
|
2019
Q1 | $32M | Buy |
129,574
+924
| +0.7% | +$228K | 1.01% | 15 |
|
|
2018
Q4 | $32M | Sell |
128,650
-33,800
| -21% | -$8.42M | 1.03% | 14 |
|
|
2018
Q3 | $43.2M | Sell |
162,450
-12,660
| -7% | -$3.37M | 1.11% | 15 |
|
|
2018
Q2 | $43M | Sell |
175,110
-6,575
| -4% | -$1.61M | 1.11% | 13 |
|
|
2018
Q1 | $38.9M | Buy |
181,685
+3,940
| +2% | +$843K | 0.96% | 20 |
|
|
2017
Q4 | $39.2M | Sell |
177,745
-8,500
| -5% | -$1.87M | 0.93% | 22 |
|
|
2017
Q3 | $36.5M | Sell |
186,245
-25,225
| -12% | -$4.94M | 0.91% | 24 |
|
|
2017
Q2 | $39.2M | Sell |
211,470
-21,885
| -9% | -$4.06M | 0.97% | 16 |
|
|
2017
Q1 | $38.3M | Buy |
233,355
+8,736
| +4% | +$1.43M | 0.95% | 21 |
|
|
2016
Q4 | $35.9M | Sell |
224,619
-5,711
| -2% | -$914K | 0.94% | 24 |
|
|
2016
Q3 | $32.2M | Buy |
230,330
+17,250
| +8% | +$2.41M | 0.85% | 23 |
|
|
2016
Q2 | $30.1M | Sell |
213,080
-247,285
| -54% | -$34.9M | 0.8% | 29 |
|
|
2016
Q1 | $59.3M | Sell |
460,365
-52,005
| -10% | -$6.7M | 1.09% | 19 |
|
|
2015
Q4 | $60.3M | Buy |
512,370
+2,925
| +0.6% | +$344K | 1.13% | 17 |
|
|
2015
Q3 | $59.1M | Sell |
509,445
-20,005
| -4% | -$2.32M | 1.1% | 19 |
|
|
2015
Q2 | $64.6M | Buy |
529,450
+27,200
| +5% | +$3.32M | 1.18% | 16 |
|
|
2015
Q1 | $59.4M | Buy |
502,250
+25,215
| +5% | +$2.98M | 1.03% | 20 |
|
|
2014
Q4 | $48.2M | Sell |
477,035
-29,110
| -6% | -$2.94M | 0.8% | 35 |
|
|
2014
Q3 | $43.7M | Buy |
506,145
+16,725
| +3% | +$1.44M | 0.76% | 41 |
|
|
2014
Q2 | $40M | Sell |
489,420
-79,555
| -14% | -$6.5M | 0.68% | 47 |
|
|
2014
Q1 | $46.7M | Sell |
568,975
-63,025
| -10% | -$5.17M | 0.82% | 31 |
|
|
2013
Q4 | $47.6M | Sell |
632,000
-98,400
| -13% | -$7.41M | 0.85% | 31 |
|
|
2013
Q3 | $52.3M | Sell |
730,400
-27,600
| -4% | -$1.98M | 1% | 21 |
|
|
2013
Q2 | $49.6M | Buy |
+758,000
| New | +$49.6M | 1% | 21 |
|