SRAM
Spouting Rock Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $18M | Sell |
34,126
-9,404
| -22% | -$4.95M | 6.58% | 4 |
|
|
2023
Q3 | $21.9M | Buy |
43,530
+11,401
| +35% | +$5.75M | 7.01% | 4 |
|
|
2023
Q2 | $15.4M | Sell |
32,129
-3,071
| -9% | -$1.48M | 5.59% | 4 |
|
|
2023
Q1 | $16.6M | Buy |
35,200
+30,036
| +582% | +$14.2M | 5.87% | 2 |
|
|
2022
Q4 | $2.74M | Hold |
5,164
| – | – | 2.03% | 8 |
|
|
2022
Q3 | $2.61M | Sell |
5,164
-18
| -0.3% | -$9.09K | 2% | 7 |
|
|
2022
Q2 | $2.66M | Buy |
+5,182
| New | +$2.66M | 1.73% | 15 |
|
|
2021
Q3 | – | Sell |
-5,554
| Closed | -$2.22M | – | 202 |
|
|
2021
Q2 | $2.22M | Sell |
5,554
-67
| -1% | -$26.8K | 0.68% | 50 |
|
|
2021
Q1 | $2.09M | Buy |
5,621
+44
| +0.8% | +$16.4K | 0.65% | 54 |
|
|
2020
Q4 | $1.96M | Sell |
5,577
-143
| -3% | -$50.2K | 0.62% | 53 |
|
|
2020
Q3 | $1.78M | Buy |
5,720
+2,064
| +56% | +$643K | 0.85% | 24 |
|
|
2020
Q2 | $1.08M | Sell |
3,656
-619
| -14% | -$183K | 0.51% | 59 |
|
|
2020
Q1 | $1.07M | Sell |
4,275
-4,556
| -52% | -$1.14M | 0.74% | 35 |
|
|
2019
Q4 | $2.6M | Buy |
+8,831
| New | +$2.6M | 0.66% | 36 |
|