TDAM USA’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $22.6M | Sell |
45,011
-23,260
| -34% | -$10.5M | 1.4% | 14 |
|
|
2021
Q3 | $26.7M | Buy |
68,271
+996
| +1% | +$413K | 1.76% | 10 |
|
|
2021
Q2 | $27.7M | Buy |
67,275
+4,532
| +7% | +$1.81M | 1.71% | 9 |
|
|
2021
Q1 | $23.3M | Sell |
62,743
-1,022
| -2% | -$354K | 1.42% | 13 |
|
|
2020
Q4 | $22.4M | Buy |
63,765
+217
| +0.3% | +$72.7K | 1.4% | 13 |
|
|
2020
Q3 | $19.8M | Sell |
63,548
-11,437
| -15% | -$3.51M | 1.36% | 15 |
|
|
2020
Q2 | $21.7M | Sell |
74,985
-4,362
| -5% | -$1.25M | 1.57% | 11 |
|
|
2020
Q1 | $19.8M | Sell |
79,347
-1,054
| -1% | -$290K | 1.66% | 10 |
|
|
2019
Q4 | $23.6M | Sell |
80,401
-3,969
| -5% | -$1.04M | 1.53% | 10 |
|
|
2019
Q3 | $18.3M | Sell |
84,370
-6,875
| -8% | -$1.66M | 1.3% | 15 |
|
|
2019
Q2 | $22.3M | Sell |
91,245
-799
| -0.9% | -$192K | 1.56% | 10 |
|
|
2019
Q1 | $22.8M | Sell |
92,044
-1,120
| -1% | -$286K | 1.62% | 8 |
|
|
2018
Q4 | $23.2M | Sell |
93,164
-22,107
| -19% | -$5.84M | 1.68% | 8 |
|
|
2018
Q3 | $30M | Buy |
115,271
+860
| +0.8% | +$224K | 1.83% | 7 |
|
|
2018
Q2 | $28.1M | Sell |
114,411
-5,807
| -5% | -$1.39M | 1.78% | 7 |
|
|
2018
Q1 | $25.7M | Sell |
120,218
-7,521
| -6% | -$1.72M | 1.56% | 11 |
|
|
2017
Q4 | $28.2M | Sell |
127,739
-7,635
| -6% | -$1.62M | 1.61% | 11 |
|
|
2017
Q3 | $26.5M | Sell |
135,374
-4,257
| -3% | -$822K | 1.56% | 9 |
|
|
2017
Q2 | $25.9M | Sell |
139,631
-7,340
| -5% | -$1.29M | 1.33% | 15 |
|
|
2017
Q1 | $24.1M | Sell |
146,971
-24,164
| -14% | -$3.96M | 1.22% | 22 |
|
|
2016
Q4 | $27.4M | Sell |
171,135
-12,878
| -7% | -$1.92M | 1.44% | 15 |
|
|
2016
Q3 | $25.8M | Sell |
184,013
-6,372
| -3% | -$892K | 1.28% | 17 |
|
|
2016
Q2 | $26.9M | Sell |
190,385
-14,300
| -7% | -$1.91M | 1.32% | 18 |
|
|
2016
Q1 | $26.4M | Sell |
204,685
-1,680
| -0.8% | -$199K | 1.29% | 19 |
|
|
2015
Q4 | $24.3M | Sell |
206,365
-9,829
| -5% | -$1.15M | 1.18% | 21 |
|
|
2015
Q3 | $25.1M | Buy |
216,194
+4,940
| +2% | +$591K | 1.28% | 19 |
|
|
2015
Q2 | $25.8M | Sell |
211,254
-25,086
| -11% | -$2.97M | 1.17% | 19 |
|
|
2015
Q1 | $28M | Buy |
236,340
+394
| +0.2% | +$43.8K | 1.14% | 21 |
|
|
2014
Q4 | $23.9M | Buy |
235,946
+43
| +0% | +$4.08K | 1.01% | 30 |
|
|
2014
Q3 | $20.3M | Sell |
235,903
-1,275
| -0.5% | -$108K | 0.88% | 36 |
|
|
2014
Q2 | $19.4M | Buy |
237,178
+5,489
| +2% | +$432K | 0.82% | 39 |
|
|
2014
Q1 | $19M | Sell |
231,689
-5,442
| -2% | -$410K | 0.83% | 38 |
|
|
2013
Q4 | $17.9M | Buy |
237,131
+137,964
| +139% | +$9.91M | 0.77% | 41 |
|
|
2013
Q3 | $7.1M | Sell |
99,167
-26,419
| -21% | -$1.89M | 0.34% | 84 |
|
|
2013
Q2 | $7.89M | Buy |
+125,586
| New | +$7.81M | 0.36% | 79 |
|
Other funds holding UNH
TDAM USA's UNH Position: Q4 2021 in Review
TDAM USA reduced its UnitedHealth (UNH) stake by 34% in Q4 2021, selling an estimated $10.5M and leaving 45,011 shares worth $22.6M. The position accounts for 1.4% of the portfolio, ranked #14.
TDAM USA first reported a position in UNH in Q2 2013 and has held it in 35 quarters since. The position peaked at $30M in Q3 2018. 2,903 funds tracked by Wall St. Rank hold UNH as of Q4 2021.
- TDAM USA held 45,011 shares of UnitedHealth worth $22.6M as of Q4 2021.
- TDAM USA sold 23,260 UnitedHealth shares in Q4 2021, an estimated $10.5M.
- UnitedHealth made up 1.4% of TDAM USA's portfolio in Q4 2021, its #14 holding.
- TDAM USA first reported a position in UnitedHealth in Q2 2013 and has held it in 35 quarters since.
- TDAM USA's UnitedHealth position peaked at $30M in Q3 2018.
- 2,903 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2021.
Based on TDAM USA's 13F filing for Q4 2021, filed 10 Feb 2022.