Sustainable Growth Advisers’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434M | Sell |
1,392,146
-245,853
| -15% | -$76.7M | 2.24% | 20 |
|
|
2025
Q1 | $858M | Sell |
1,637,999
-20,575
| -1% | -$10.8M | 4.79% | 6 |
|
|
2024
Q4 | $839M | Sell |
1,658,574
-123,832
| -7% | -$62.6M | 4.21% | 5 |
|
|
2024
Q3 | $1.04B | Sell |
1,782,406
-177,199
| -9% | -$104M | 4.42% | 4 |
|
|
2024
Q2 | $998M | Buy |
1,959,605
+4,527
| +0.2% | +$2.31M | 4.41% | 4 |
|
|
2024
Q1 | $967M | Buy |
1,955,078
+304,110
| +18% | +$150M | 4.05% | 4 |
|
|
2023
Q4 | $869M | Buy |
1,650,968
+7,862
| +0.5% | +$4.14M | 3.96% | 6 |
|
|
2023
Q3 | $828M | Buy |
1,643,106
+267,649
| +19% | +$135M | 4.21% | 5 |
|
|
2023
Q2 | $661M | Buy |
1,375,457
+408,620
| +42% | +$196M | 3.14% | 12 |
|
|
2023
Q1 | $457M | Buy |
966,837
+46,941
| +5% | +$22.2M | 2.65% | 17 |
|
|
2022
Q4 | $488M | Buy |
919,896
+90,084
| +11% | +$47.8M | 3.18% | 13 |
|
|
2022
Q3 | $419M | Sell |
829,812
-298,198
| -26% | -$151M | 3.13% | 12 |
|
|
2022
Q2 | $579M | Sell |
1,128,010
-78,169
| -6% | -$40.1M | 4.15% | 7 |
|
|
2022
Q1 | $615M | Sell |
1,206,179
-68,104
| -5% | -$34.7M | 3.41% | 13 |
|
|
2021
Q4 | $640M | Sell |
1,274,283
-165,506
| -11% | -$83.1M | 3.27% | 14 |
|
|
2021
Q3 | $563M | Sell |
1,439,789
-13,615
| -0.9% | -$5.32M | 2.85% | 15 |
|
|
2021
Q2 | $582M | Sell |
1,453,404
-9,718
| -0.7% | -$3.89M | 3.06% | 14 |
|
|
2021
Q1 | $544M | Buy |
1,463,122
+204,145
| +16% | +$76M | 3.13% | 15 |
|
|
2020
Q4 | $441M | Buy |
1,258,977
+121,456
| +11% | +$42.6M | 2.87% | 15 |
|
|
2020
Q3 | $355M | Sell |
1,137,521
-78,077
| -6% | -$24.3M | 2.47% | 18 |
|
|
2020
Q2 | $359M | Buy |
1,215,598
+295,486
| +32% | +$87.2M | 2.63% | 17 |
|
|
2020
Q1 | $229M | Sell |
920,112
-140,796
| -13% | -$35.1M | 2.48% | 17 |
|
|
2019
Q4 | $312M | Sell |
1,060,908
-36,211
| -3% | -$10.6M | 2.92% | 13 |
|
|
2019
Q3 | $238M | Buy |
1,097,119
+121,902
| +12% | +$26.5M | 2.39% | 17 |
|
|
2019
Q2 | $238M | Buy |
975,217
+189,573
| +24% | +$46.3M | 2.45% | 18 |
|
|
2019
Q1 | $194M | Sell |
785,644
-73,109
| -9% | -$18.1M | 2.15% | 21 |
|
|
2018
Q4 | $214M | Sell |
858,753
-41,047
| -5% | -$10.2M | 2.77% | 16 |
|
|
2018
Q3 | $239M | Sell |
899,800
-7,224
| -0.8% | -$1.92M | 2.66% | 16 |
|
|
2018
Q2 | $223M | Sell |
907,024
-80,405
| -8% | -$19.7M | 2.64% | 16 |
|
|
2018
Q1 | $211M | Sell |
987,429
-27,017
| -3% | -$5.78M | 2.51% | 19 |
|
|
2017
Q4 | $224M | Buy |
1,014,446
+64,039
| +7% | +$14.1M | 2.62% | 21 |
|
|
2017
Q3 | $186M | Buy |
950,407
+111,041
| +13% | +$21.7M | 2.54% | 22 |
|
|
2017
Q2 | $156M | Buy |
839,366
+153,258
| +22% | +$28.4M | 2.27% | 24 |
|
|
2017
Q1 | $113M | Buy |
686,108
+178,444
| +35% | +$29.3M | 1.91% | 29 |
|
|
2016
Q4 | $81.2M | Buy |
+507,664
| New | +$81.2M | 1.62% | 30 |
|