Atria Investments LLC Unitedhealth Group Inc Transaction History

Atria Investments LLC

$6.92 Billion
Q1 2024

A detailed history of Atria Investments LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Atria Investments LLC holds 80,966 shares of UNH stock, worth $41.2 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

80,966

Previous 83,968 3.58%

Holding current value

$41.2 Million

Previous $44.2 Million 9.39%

% of portfolio

0.58%

Previous 0.72%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 21, 2024	SELL	$472.6 - $545.42 $1.42 Million - $1.64 Million	-3,002 Reduced 3.58%	80,966 $40.1 Million
Q4 2023 Feb 14, 2024	BUY	$509.47 - $552.97 $355,100 - $385,420	697 Added 0.84%	83,968 $44.2 Million
Q3 2023 Nov 07, 2023	BUY	$447.75 - $510.93 $1.28 Million - $1.46 Million	2,863 Added 3.56%	83,271 $42 Million
Q2 2023 Aug 04, 2023	SELL	$458.49 - $526.23 $266,382 - $305,739	-581 Reduced 0.72%	80,408 $38.6 Million
Q1 2023 May 10, 2023	BUY	$460.33 - $518.33 $46,033 - $51,833	100 Added 0.12%	80,989 $38.3 Million

Q4 2022 Jan 31, 2023	SELL	$498.86 - $555.15 $175,598 - $195,412	-352 Reduced 0.43%	80,889 $42.9 Million
Q3 2022 Nov 01, 2022	SELL	$501.24 - $549.95 $204,004 - $223,829	-407 Reduced 0.5%	81,241 $41 Million
Q2 2022 Aug 11, 2022	BUY	$452.06 - $546.01 $2.68 Million - $3.24 Million	5,936 Added 7.84%	81,648 $41.9 Million
Q1 2022 May 02, 2022	BUY	$455.89 - $520.82 $919,986 - $1.05 Million	2,018 Added 2.74%	75,712 $38.6 Million
Q4 2021 Feb 04, 2022	BUY	$387.01 - $505.58 $1.95 Million - $2.55 Million	5,042 Added 7.34%	73,694 $37 Million
Q3 2021 Nov 16, 2021	BUY	$390.74 - $429.71 $2.26 Million - $2.48 Million	5,774 Added 9.18%	68,652 $26.8 Million
Q2 2021 Aug 10, 2021	BUY	$364.37 - $420.89 $787,767 - $909,964	2,162 Added 3.56%	62,878 $25.2 Million
Q1 2021 May 11, 2021	BUY	$324.34 - $379.06 $920,152 - $1.08 Million	2,837 Added 4.9%	60,716 $22.6 Million
Q4 2020 Feb 12, 2021	BUY	$303.68 - $356.82 $812,040 - $954,136	2,674 Added 4.84%	57,879 $20.3 Million
Q3 2020 Nov 05, 2020	BUY	$291.16 - $323.7 $912,495 - $1.01 Million	3,134 Added 6.02%	55,205 $17.2 Million
Q2 2020 Sep 22, 2020	BUY	$229.49 - $311.85 $769,479 - $1.05 Million	3,353 Added 6.88%	52,071 $15.4 Million
Q1 2020 May 15, 2020	BUY	$194.86 - $305.31 $1.01 Million - $1.59 Million	5,206 Added 11.96%	48,718 $12.1 Million
Q4 2019 Feb 11, 2020	BUY	$215.36 - $295.97 $3.19 Million - $4.39 Million	14,824 Added 51.67%	43,512 $12.8 Million
Q3 2019 Nov 14, 2019	BUY	$215.26 - $266.65 $759,222 - $940,474	3,527 Added 14.02%	28,688 $6.23 Million
Q2 2019 Aug 26, 2019	BUY	$216.84 - $252.28 $5.46 Million - $6.35 Million	25,161 New	25,161 $6.2 Million
Q2 2019 Aug 09, 2019	SELL	$216.84 - $252.28 $7.25 Million - $8.43 Million	-33,434 Closed	0 $0
Q1 2019 May 15, 2019	BUY	$236.02 - $271.13 $258,677 - $297,158	1,096 Added 3.39%	33,434 $8.27 Million
Q4 2018 Feb 12, 2019	SELL	$232.94 - $286.33 $99,232 - $121,976	-426 Reduced 1.3%	32,338 $8.06 Million
Q3 2018 Oct 09, 2018	BUY	$246.98 - $269.65 $1.44 Million - $1.57 Million	5,818 Added 21.59%	32,764 $8.72 Million
Q2 2018 Jul 13, 2018	BUY	$217.2 - $255.98 $1.79 Million - $2.11 Million	8,250 Added 44.13%	26,946 $6.61 Million
Q1 2018 Apr 30, 2018	BUY	$212.55 - $248.47 $117,327 - $137,155	552 Added 3.04%	18,696 $4 Million
Q4 2017 Jan 16, 2018	BUY	$192.52 - $228.17 $214,082 - $253,725	1,112 Added 6.53%	18,144 $4 Million
Q3 2017 Oct 12, 2017	BUY	$190.82 - $199.75 $3.25 Million - $3.4 Million	17,032	17,032 $3.34 Million

Others Institutions Holding UNH

# of Institutions

3,669

Shares Held

759M

Call Options Held

6.06M

Put Options Held

6.74M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $476B
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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Atria Investments LLC Unitedhealth Group Inc Transaction History