Trilogy Global Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-156,679
| Closed | -$29.1M | – | 64 |
|
|
2017
Q2 | $29.1M | Buy |
156,679
+19,164
| +14% | +$3.55M | 0.97% | 35 |
|
|
2017
Q1 | $22.6M | Sell |
137,515
-7,870
| -5% | -$1.29M | 0.76% | 47 |
|
|
2016
Q4 | $23.3M | Sell |
145,385
-5,174
| -3% | -$828K | 0.78% | 46 |
|
|
2016
Q3 | $21.1M | Buy |
+150,559
| New | +$21.1M | 0.7% | 46 |
|