SAI
Systematic Alpha Investments’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.9M | Hold |
57,323
| – | – | 0.64% | 34 |
|
|
2025
Q1 | $30M | Hold |
57,323
| – | – | 1.15% | 20 |
|
|
2024
Q4 | $29M | Hold |
57,323
| – | – | 1.07% | 23 |
|
|
2024
Q3 | $33.5M | Hold |
57,323
| – | – | 1.22% | 16 |
|
|
2024
Q2 | $29.2M | Hold |
57,323
| – | – | 1.11% | 20 |
|
|
2024
Q1 | $28.4M | Hold |
57,323
| – | – | 1.14% | 21 |
|
|
2023
Q4 | $30.2M | Hold |
57,323
| – | – | 1.35% | 17 |
|
|
2023
Q3 | $28.9M | Hold |
57,323
| – | – | 1.44% | 15 |
|
|
2023
Q2 | $27.6M | Hold |
57,323
| – | – | 1.34% | 18 |
|
|
2023
Q1 | $27.1M | Sell |
57,323
-1,000
| -2% | -$473K | 1.42% | 15 |
|
|
2022
Q4 | $30.9M | Hold |
58,323
| – | – | 1.57% | 12 |
|
|
2022
Q3 | $29.5M | Hold |
58,323
| – | – | 1.78% | 11 |
|
|
2022
Q2 | $30M | Buy |
58,323
+1,000
| +2% | +$514K | 1.7% | 11 |
|
|
2022
Q1 | $29.2M | Hold |
57,323
| – | – | 1.42% | 16 |
|
|
2021
Q4 | $28.8M | Hold |
57,323
| – | – | 1.34% | 17 |
|
|
2021
Q3 | $26.4M | Hold |
57,323
| – | – | 1.16% | 19 |
|
|
2021
Q2 | $23.6M | Buy |
57,323
+3,376
| +6% | +$1.39M | 1.07% | 21 |
|
|
2021
Q1 | $20.1M | Hold |
53,947
| – | – | 1.29% | 18 |
|
|
2020
Q4 | $18.9M | Buy |
+53,947
| New | +$18.9M | 2.06% | 15 |
|