Waddell & Reed Financial’s UnitedHealth UNH Stock Holding History

Waddell & Reed Financial’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q1	$462M	Buy	1,242,581 +24,505	+2%	+$9.12M	0.95%	12
2020 Q4	$427M	Buy	1,218,076 +112,261	+10%	+$39.4M	0.9%	14
2020 Q3	$345M	Buy	1,105,815 +17,038	+2%	+$5.31M	0.83%	17
2020 Q2	$321M	Buy	1,088,777 +140,965	+15%	+$41.6M	0.83%	16
2020 Q1	$236M	Buy	947,812 +131,609	+16%	+$32.8M	0.77%	23
2019 Q4	$240M	Buy	816,203 +28,168	+4%	+$8.28M	0.6%	34
2019 Q3	$171M	Sell	788,035 -180,958	-19%	-$39.3M	0.44%	55
2019 Q2	$236M	Sell	968,993 -534,823	-36%	-$131M	0.59%	34
2019 Q1	$372M	Sell	1,503,816 -580,537	-28%	-$144M	0.92%	21
2018 Q4	$519M	Sell	2,084,353 -43,178	-2%	-$10.8M	1.47%	5
2018 Q3	$566M	Buy	2,127,531 +174,856	+9%	+$46.5M	1.25%	9
2018 Q2	$479M	Sell	1,952,675 -107,152	-5%	-$26.3M	1.11%	14
2018 Q1	$441M	Buy	2,059,827 +111,215	+6%	+$23.8M	1%	20
2017 Q4	$430M	Buy	1,948,612 +652,373	+50%	+$144M	0.95%	17
2017 Q3	$254M	Sell	1,296,239 -157,696	-11%	-$30.9M	0.56%	44
2017 Q2	$270M	Buy	1,453,935 +424,897	+41%	+$78.8M	0.59%	43
2017 Q1	$169M	Buy	1,029,038 +717,350	+230%	+$118M	0.36%	71
2016 Q4	$49.9M	Buy	311,688 +40,645	+15%	+$6.5M	0.11%	217
2016 Q3	$37.9M	Hold	271,043	–	–	0.08%	244
2016 Q2	$38.3M	Buy	271,043 +91,005	+51%	+$12.9M	0.08%	241
2016 Q1	$23.2M	Buy	+180,038	New	+$23.2M	0.04%	289
2015 Q1	–	Sell	-410,900	Closed	-$41.5M	–	592
2014 Q4	$41.5M	Sell	410,900 -63,100	-13%	-$6.38M	0.06%	246
2014 Q3	$40.9M	Sell	474,000 -2,187,900	-82%	-$189M	0.06%	243
2014 Q2	$218M	Sell	2,661,900 -717,400	-21%	-$58.6M	0.32%	84
2014 Q1	$277M	Sell	3,379,300 -61,900	-2%	-$5.08M	0.42%	72
2013 Q4	$259M	Sell	3,441,200 -2,793,335	-45%	-$210M	0.42%	70
2013 Q3	$446M	Sell	6,234,535 -631,760	-9%	-$45.2M	0.85%	31
2013 Q2	$450M	Buy	+6,866,295	New	+$450M	0.94%	23