Symphony Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,909
| Closed | -$855K | – | 150 |
|
|
2019
Q4 | $855K | Buy |
2,909
+13
| +0.4% | +$3.82K | 0.19% | 67 |
|
|
2019
Q3 | $629K | Buy |
2,896
+47
| +2% | +$10.2K | 0.14% | 92 |
|
|
2019
Q2 | $695K | Sell |
2,849
-1,683
| -37% | -$411K | 0.15% | 98 |
|
|
2019
Q1 | $1.12M | Sell |
4,532
-88
| -2% | -$21.8K | 0.29% | 45 |
|
|
2018
Q4 | $1.15M | Buy |
4,620
+2,268
| +96% | +$565K | 0.34% | 27 |
|
|
2018
Q3 | $626K | Sell |
2,352
-8,201
| -78% | -$2.18M | 0.17% | 76 |
|
|
2018
Q2 | $2.26M | Sell |
10,553
-1,185
| -10% | -$254K | 0.45% | 46 |
|
|
2018
Q1 | $2.51M | Buy |
11,738
+174
| +2% | +$37.2K | 0.32% | 77 |
|
|
2017
Q4 | $2.55M | Sell |
11,564
-173
| -1% | -$38.1K | 0.26% | 96 |
|
|
2017
Q3 | $2.3M | Sell |
11,737
-1,432
| -11% | -$280K | 0.26% | 92 |
|
|
2017
Q2 | $2.44M | Sell |
13,169
-643
| -5% | -$119K | 0.28% | 91 |
|
|
2017
Q1 | $2.27M | Sell |
13,812
-453
| -3% | -$74.3K | 0.21% | 113 |
|
|
2016
Q4 | $2.28M | Sell |
14,265
-492
| -3% | -$78.7K | 0.23% | 109 |
|
|
2016
Q3 | $2.07M | Sell |
14,757
-788
| -5% | -$110K | 0.21% | 124 |
|
|
2016
Q2 | $2.2M | Buy |
15,545
+1,796
| +13% | +$254K | 0.24% | 120 |
|
|
2016
Q1 | $1.77M | Buy |
13,749
+1,824
| +15% | +$235K | 0.19% | 131 |
|
|
2015
Q4 | $1.4M | Sell |
11,925
-8,224
| -41% | -$968K | 0.15% | 153 |
|
|
2015
Q3 | $2.34M | Buy |
20,149
+1,681
| +9% | +$195K | 0.28% | 90 |
|
|
2015
Q2 | $2.25M | Buy |
+18,468
| New | +$2.25M | 0.28% | 94 |
|