Vontobel Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $769M | Sell |
1,459,759
-36,147
| -2% | -$19M | 4.25% | 6 |
|
|
2023
Q4 | $830M | Buy |
1,495,906
+3,111
| +0.2% | +$1.73M | 4.93% | 5 |
|
|
2023
Q3 | $809M | Buy |
1,492,795
+22,146
| +2% | +$12M | 5.25% | 6 |
|
|
2023
Q2 | $756M | Buy |
1,470,649
+312,809
| +27% | +$161M | 5.01% | 6 |
|
|
2023
Q1 | $587M | Buy |
1,157,840
+56,261
| +5% | +$28.5M | 4.24% | 7 |
|
|
2022
Q4 | $626M | Sell |
1,101,579
-410,208
| -27% | -$233M | 4.97% | 6 |
|
|
2022
Q3 | $834M | Sell |
1,511,787
-80,181
| -5% | -$44.2M | 6.59% | 2 |
|
|
2022
Q2 | $872M | Buy |
1,591,968
+32,706
| +2% | +$17.9M | 6.37% | 3 |
|
|
2022
Q1 | $833M | Sell |
1,559,262
-119,242
| -7% | -$63.7M | 5.51% | 6 |
|
|
2021
Q4 | $883M | Sell |
1,678,504
-232,237
| -12% | -$122M | 5.19% | 5 |
|
|
2021
Q3 | $776M | Sell |
1,910,741
-16,092
| -0.8% | -$6.54M | 4.37% | 6 |
|
|
2021
Q2 | $796M | Buy |
1,926,833
+124,707
| +7% | +$51.5M | 4.09% | 7 |
|
|
2021
Q1 | $695M | Buy |
1,802,126
+235,181
| +15% | +$90.7M | 4.22% | 4 |
|
|
2020
Q4 | $571M | Sell |
1,566,945
-43,881
| -3% | -$16M | 3.37% | 6 |
|
|
2020
Q3 | $529M | Buy |
1,610,826
+73,403
| +5% | +$24.1M | 3.18% | 7 |
|
|
2020
Q2 | $480M | Sell |
1,537,423
-111,375
| -7% | -$34.8M | 3.22% | 7 |
|
|
2020
Q1 | $443M | Buy |
1,648,798
+99,157
| +6% | +$26.6M | 3.34% | 7 |
|
|
2019
Q4 | $479M | Sell |
1,549,641
-942,815
| -38% | -$291M | 3.04% | 11 |
|
|
2019
Q3 | $575M | Buy |
2,492,456
+297,385
| +14% | +$68.7M | 3.87% | 5 |
|
|
2019
Q2 | $553M | Buy |
2,195,071
+373,801
| +21% | +$94.2M | 4.15% | 4 |
|
|
2019
Q1 | $464M | Buy |
1,821,270
+149,354
| +9% | +$38.1M | 3.72% | 8 |
|
|
2018
Q4 | $431M | Buy |
1,671,916
+59,788
| +4% | +$15.4M | 3.72% | 6 |
|
|
2018
Q3 | $442M | Buy |
1,612,128
+8,513
| +0.5% | +$2.34M | 3.36% | 7 |
|
|
2018
Q2 | $405M | Buy |
1,603,615
+74,126
| +5% | +$18.7M | 3.01% | 7 |
|
|
2018
Q1 | $335M | Sell |
1,529,489
-65,633
| -4% | -$14.4M | 2.4% | 14 |
|
|
2017
Q4 | $361M | Sell |
1,595,122
-3,063
| -0.2% | -$694K | 2.57% | 12 |
|
|
2017
Q3 | $322M | Buy |
1,598,185
+27,362
| +2% | +$5.51M | 2.33% | 12 |
|
|
2017
Q2 | $299M | Sell |
1,570,823
-155,907
| -9% | -$29.7M | 2.31% | 14 |
|
|
2017
Q1 | $295M | Sell |
1,726,730
-82,981
| -5% | -$14.2M | 2.51% | 13 |
|
|
2016
Q4 | $303M | Sell |
1,809,711
-57,676
| -3% | -$9.64M | 2.65% | 13 |
|
|
2016
Q3 | $270M | Sell |
1,867,387
-74,855
| -4% | -$10.8M | 2.12% | 16 |
|
|
2016
Q2 | $285M | Sell |
1,942,242
-90,521
| -4% | -$13.3M | 2.32% | 16 |
|
|
2016
Q1 | $271M | Buy |
2,032,763
+380,077
| +23% | +$50.8M | 2.09% | 20 |
|
|
2015
Q4 | $204M | Buy |
1,652,686
+603,644
| +58% | +$74.6M | 1.58% | 21 |
|
|
2015
Q3 | $129M | Buy |
+1,049,042
| New | +$129M | 1.1% | 35 |
|