Sterne Agee Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $2.75M | Buy |
22,733
+2,840
| +14% | +$344K | 0.4% | 77 |
|
|
2014
Q4 | $2.01M | Sell |
19,893
-939
| -5% | -$94.9K | 0.31% | 96 |
|
|
2014
Q3 | $1.8M | Buy |
20,832
+3,812
| +22% | +$330K | 0.29% | 112 |
|
|
2014
Q2 | $1.39M | Buy |
17,020
+3,060
| +22% | +$250K | 0.23% | 142 |
|
|
2014
Q1 | $1.15M | Buy |
+13,960
| New | +$1.15M | 0.23% | 150 |
|
|
2013
Q4 | – | Sell |
-14,362
| Closed | -$1.03M | – | 285 |
|
|
2013
Q3 | $1.03M | Sell |
14,362
-125
| -0.9% | -$8.95K | 0.4% | 60 |
|
|
2013
Q2 | $949K | Buy |
+14,487
| New | +$949K | 0.34% | 81 |
|