Suncoast Equity Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-58,876
| Closed | -$34.4M | – | 82 |
|
|
2024
Q3 | $34.4M | Sell |
58,876
-6,713
| -10% | -$3.92M | 3.92% | 13 |
|
|
2024
Q2 | $33.4M | Buy |
65,589
+1,187
| +2% | +$604K | 3.7% | 13 |
|
|
2024
Q1 | $31.9M | Buy |
64,402
+1,872
| +3% | +$926K | 3.74% | 14 |
|
|
2023
Q4 | $32.9M | Buy |
62,530
+864
| +1% | +$455K | 4.35% | 10 |
|
|
2023
Q3 | $31.1M | Buy |
61,666
+1,140
| +2% | +$575K | 4.7% | 10 |
|
|
2023
Q2 | $29.1M | Buy |
60,526
+1,692
| +3% | +$813K | 4.37% | 9 |
|
|
2023
Q1 | $27.8M | Buy |
58,834
+12,012
| +26% | +$5.68M | 4.67% | 9 |
|
|
2022
Q4 | $24.8M | Sell |
46,822
-1,211
| -3% | -$642K | 4.56% | 10 |
|
|
2022
Q3 | $24.3M | Buy |
48,033
+9,918
| +26% | +$5.01M | 4.74% | 7 |
|
|
2022
Q2 | $19.6M | Buy |
38,115
+384
| +1% | +$197K | 3.46% | 12 |
|
|
2022
Q1 | $19.2M | Sell |
37,731
-1,572
| -4% | -$802K | 2.85% | 17 |
|
|
2021
Q4 | $19.7M | Buy |
39,303
+34,547
| +726% | +$17.3M | 2.5% | 17 |
|
|
2021
Q3 | $1.86M | Buy |
4,756
+320
| +7% | +$125K | 0.26% | 21 |
|
|
2021
Q2 | $1.78M | Buy |
4,436
+196
| +5% | +$78.5K | 0.23% | 22 |
|
|
2021
Q1 | $1.58M | Buy |
4,240
+22
| +0.5% | +$8.19K | 0.23% | 22 |
|
|
2020
Q4 | $1.48M | Buy |
4,218
+276
| +7% | +$96.8K | 0.23% | 22 |
|
|
2020
Q3 | $1.23M | Buy |
3,942
+422
| +12% | +$132K | 0.22% | 22 |
|
|
2020
Q2 | $1.04M | Buy |
3,520
+380
| +12% | +$112K | 0.19% | 21 |
|
|
2020
Q1 | $783K | Buy |
3,140
+366
| +13% | +$91.3K | 0.19% | 21 |
|
|
2019
Q4 | $816K | Sell |
2,774
-17
| -0.6% | -$5K | 0.16% | 22 |
|
|
2019
Q3 | $606K | Buy |
2,791
+750
| +37% | +$163K | 0.13% | 24 |
|
|
2019
Q2 | $498K | Buy |
2,041
+506
| +33% | +$123K | 0.1% | 24 |
|
|
2019
Q1 | $379K | Buy |
+1,535
| New | +$379K | 0.08% | 25 |
|