USCA RIA’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $8.3M | Sell |
20,730
-4,857
| -19% | -$1.94M | 0.5% | 49 |
|
|
2021
Q1 | $9.52M | Buy |
25,587
+13,971
| +120% | +$4.84M | 0.63% | 34 |
|
|
2020
Q4 | $4.07M | Buy |
11,616
+1,100
| +10% | +$369K | 0.29% | 79 |
|
|
2020
Q3 | $3.28M | Buy |
10,516
+2,889
| +38% | +$887K | 0.26% | 93 |
|
|
2020
Q2 | $2.25M | Buy |
7,627
+154
| +2% | +$44.1K | 0.2% | 108 |
|
|
2020
Q1 | $1.86M | Buy |
7,473
+144
| +2% | +$39.6K | 0.22% | 107 |
|
|
2019
Q4 | $2.15M | Buy |
7,329
+2,320
| +46% | +$607K | 0.19% | 158 |
|
|
2019
Q3 | $1.09M | Sell |
5,009
-516
| -9% | -$125K | 0.11% | 222 |
|
|
2019
Q2 | $1.35M | Sell |
5,525
-925
| -14% | -$222K | 0.14% | 195 |
|
|
2019
Q1 | $1.59M | Buy |
6,450
+14
| +0.2% | +$3.57K | 0.17% | 160 |
|
|
2018
Q4 | $1.6M | Sell |
6,436
-2,691
| -29% | -$711K | 0.21% | 136 |
|
|
2018
Q3 | $2.43M | Buy |
9,127
+3,358
| +58% | +$873K | 0.25% | 131 |
|
|
2018
Q2 | $1.42M | Sell |
5,769
-463
| -7% | -$111K | 0.15% | 180 |
|
|
2018
Q1 | $1.33M | Buy |
6,232
+257
| +4% | +$58.7K | 0.15% | 190 |
|
|
2017
Q4 | $1.32M | Buy |
5,975
+358
| +6% | +$75.9K | 0.15% | 171 |
|
|
2017
Q3 | $1.04M | Hold |
5,617
| – | – | 0.13% | 184 |
|
|
2017
Q2 | $1.04M | Sell |
5,617
-950
| -14% | -$167K | 0.13% | 185 |
|
|
2017
Q1 | $1.08M | Sell |
6,567
-166
| -2% | -$27.2K | 0.16% | 178 |
|
|
2016
Q4 | $1.08M | Sell |
6,733
-12
| -0.2% | -$1.79K | 0.17% | 159 |
|
|
2016
Q3 | $944K | Sell |
6,745
-90
| -1% | -$12.6K | 0.16% | 163 |
|
|
2016
Q2 | $965K | Buy |
6,835
+69
| +1% | +$9.2K | 0.16% | 162 |
|
|
2016
Q1 | $872K | Sell |
6,766
-1,530
| -18% | -$181K | 0.16% | 158 |
|
|
2015
Q4 | $976K | Sell |
8,296
-34
| -0.4% | -$3.97K | 0.21% | 142 |
|
|
2015
Q3 | $966K | Buy |
8,330
+11
| +0.1% | +$1.32K | 0.24% | 124 |
|
|
2015
Q2 | $1.01M | Sell |
8,319
-10,904
| -57% | -$1.29M | 0.27% | 116 |
|
|
2015
Q1 | $2.27M | Buy |
19,223
+1,462
| +8% | +$162K | 0.61% | 40 |
|
|
2014
Q4 | $1.79M | Buy |
17,761
+275
| +2% | +$26.1K | 0.5% | 49 |
|
|
2014
Q3 | $1.51M | Buy |
17,486
+11,440
| +189% | +$967K | 0.46% | 59 |
|
|
2014
Q2 | $494K | Buy |
6,046
+246
| +4% | +$19.4K | 0.17% | 151 |
|
|
2014
Q1 | $476K | Sell |
5,800
-9,034
| -61% | -$680K | 0.17% | 152 |
|
|
2013
Q4 | $1.12M | Buy |
14,834
+8,934
| +151% | +$642K | 0.45% | 65 |
|
|
2013
Q3 | $422K | Sell |
5,900
-217
| -4% | -$15.5K | 0.19% | 139 |
|
|
2013
Q2 | $401K | Buy |
+6,117
| New | +$381K | 0.2% | 135 |
|
Other funds holding UNH
WA
USCA RIA's UNH Position: Q2 2021 in Review
USCA RIA reduced its UnitedHealth (UNH) stake by 19% in Q2 2021, selling an estimated $1.94M and leaving 20,730 shares worth $8.3M. The position accounts for 0.5% of the portfolio, ranked #49.
USCA RIA first reported a position in UNH in Q2 2013 and has held it in 33 quarters since. The position peaked at $9.52M in Q1 2021. 2,586 funds tracked by Wall St. Rank hold UNH as of Q2 2021.
- USCA RIA held 20,730 shares of UnitedHealth worth $8.3M as of Q2 2021.
- USCA RIA sold 4,857 UnitedHealth shares in Q2 2021, an estimated $1.94M.
- UnitedHealth made up 0.5% of USCA RIA's portfolio in Q2 2021, its #49 holding.
- USCA RIA first reported a position in UnitedHealth in Q2 2013 and has held it in 33 quarters since.
- USCA RIA's UnitedHealth position peaked at $9.52M in Q1 2021.
- 2,586 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2021.
Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.