TAM
Tiverton Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $36.8M | Buy |
169,265
+25,487
| +18% | +$5.54M | 1.28% | 11 |
|
|
2019
Q2 | $35.1M | Buy |
143,778
+19,528
| +16% | +$4.77M | 1.25% | 11 |
|
|
2019
Q1 | $30.7M | Buy |
124,250
+6,424
| +5% | +$1.59M | 1.33% | 10 |
|
|
2018
Q4 | $29.4M | Buy |
117,826
+402
| +0.3% | +$100K | 1.76% | 10 |
|
|
2018
Q3 | $31.2M | Buy |
117,424
+8,233
| +8% | +$2.19M | 1.53% | 10 |
|
|
2018
Q2 | $26.8M | Buy |
109,191
+7,349
| +7% | +$1.8M | 1.35% | 12 |
|
|
2018
Q1 | $21.8M | Buy |
101,842
+233
| +0.2% | +$49.9K | 1.51% | 11 |
|
|
2017
Q4 | $22.4M | Buy |
101,609
+5,609
| +6% | +$1.24M | 1.4% | 12 |
|
|
2017
Q3 | $18.8M | Hold |
96,000
| – | – | 1.06% | 20 |
|
|
2017
Q2 | $17.8M | Hold |
96,000
| – | – | 0.96% | 24 |
|
|
2017
Q1 | $15.7M | Buy |
+96,000
| New | +$15.7M | 0.81% | 37 |
|