Alera Investment Advisors, LLC Unitedhealth Group Inc Transaction History

Alera Investment Advisors, LLC

$838 Million
Q3 2024

A detailed history of Alera Investment Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Alera Investment Advisors, LLC holds 3,287 shares of UNH stock, worth $1.66 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

3,287

Previous 2,949 11.46%

Holding current value

$1.66 Million

Previous $1.5 Million 27.98%

% of portfolio

0.23%

Previous 0.18%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$488.01 - $604.18 $164,947 - $204,212	338 Added 11.46%	3,287 $1.92 Million
Q2 2024 Aug 13, 2024	SELL	$439.2 - $524.63 $195,883 - $233,984	-446 Reduced 13.14%	2,949 $1.5 Million
Q1 2024 May 10, 2024	BUY	$472.6 - $545.42 $21,739 - $25,089	46 Added 1.37%	3,395 $1.68 Million
Q4 2023 Jan 23, 2024	BUY	$509.47 - $552.97 $8,151 - $8,847	16 Added 0.48%	3,349 $1.76 Million
Q3 2023 Oct 11, 2023	SELL	$447.75 - $510.93 $6,716 - $7,663	-15 Reduced 0.45%	3,333 $1.68 Million
Q2 2023 Jul 26, 2023	BUY	$458.49 - $526.23 $69,690 - $79,986	152 Added 4.76%	3,348 $1.61 Million
Q1 2023 May 01, 2023	SELL	$460.33 - $518.33 $109,558 - $123,362	-238 Reduced 6.93%	3,196 $1.51 Million
Q4 2022 Feb 02, 2023	BUY	$498.86 - $555.15 $10,974 - $12,213	22 Added 0.64%	3,434 $1.82 Million
Q3 2022 Nov 09, 2022	BUY	$501.24 - $549.95 $275,682 - $302,472	550 Added 19.22%	3,412 $1.72 Million
Q2 2022 Aug 08, 2022	BUY	$452.06 - $546.01 $566,431 - $684,150	1,253 Added 77.87%	2,862 $1.47 Million
Q1 2022 May 10, 2022	BUY	$455.89 - $520.82 $507,405 - $579,672	1,113 Added 224.4%	1,609 $821,000
Q4 2021 Jan 26, 2022	BUY	$387.01 - $505.58 $191,956 - $250,767	496 New	496 $249,000
Q4 2019 Jan 29, 2020	SELL	$215.36 - $295.97 $300,857 - $413,470	-1,397 Closed	0 $0
Q3 2019 Oct 25, 2019	SELL	$215.26 - $266.65 $62,855 - $77,861	-292 Reduced 17.29%	1,397 $304,000
Q2 2019 Aug 07, 2019	BUY	$216.84 - $252.28 $9,757 - $11,352	45 Added 2.74%	1,689 $412,000
Q1 2019 May 14, 2019	SELL	$236.02 - $271.13 $83,787 - $96,251	-355 Reduced 17.76%	1,644 $406,000
Q4 2018 Feb 14, 2019	BUY	$232.94 - $286.33 $465,647 - $572,373	1,999 New	1,999 $498,000

Others Institutions Holding UNH

# of Institutions

3,838

Shares Held

775M

Call Options Held

6.76M

Put Options Held

7.03M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $473B
Description
UnitedHealth Group Incorporated operates as a diversified health care company in the United States. It operates through four segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx. The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized empl...

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Alera Investment Advisors, LLC Unitedhealth Group Inc Transaction History