Balasa Dinverno & Foltz LLC Unitedhealth Group Inc Transaction History

Balasa Dinverno & Foltz LLC

$1.58 Billion
Q3 2022

A detailed history of Balasa Dinverno & Foltz LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Balasa Dinverno & Foltz LLC holds 15,494 shares of UNH stock, worth $7.59 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

15,494

Previous 14,986 3.39%

Holding current value

$7.59 Million

Previous $7.7 Million 1.66%

% of portfolio

0.49%

Previous 0.48%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 25, 2022	BUY	$501.24 - $549.95 $254,629 - $279,374	508 Added 3.39%	15,494 $7.83 Million
Q2 2022 Aug 09, 2022	BUY	$452.06 - $546.01 $579,992 - $700,530	1,283 Added 9.36%	14,986 $7.7 Million
Q1 2022 Apr 25, 2022	BUY	$455.89 - $520.82 $429,904 - $491,133	943 Added 7.39%	13,703 $6.99 Million
Q4 2021 Jan 26, 2022	BUY	$387.01 - $505.58 $134,292 - $175,436	347 Added 2.8%	12,760 $6.41 Million
Q3 2021 Oct 26, 2021	BUY	$390.74 - $429.71 $536,876 - $590,421	1,374 Added 12.45%	12,413 $4.85 Million

Q2 2021 Jul 23, 2021	BUY	$364.37 - $420.89 $245,949 - $284,100	675 Added 6.51%	11,039 $4.42 Million
Q1 2021 Apr 29, 2021	BUY	$324.34 - $379.06 $288,013 - $336,605	888 Added 9.37%	10,364 $3.86 Million
Q4 2020 Jan 26, 2021	BUY	$303.68 - $356.82 $146,070 - $171,630	481 Added 5.35%	9,476 $3.32 Million
Q3 2020 Nov 10, 2020	BUY	$291.16 - $323.7 $124,325 - $138,219	427 Added 4.98%	8,995 $2.8 Million
Q2 2020 Aug 07, 2020	BUY	$229.49 - $311.85 $31,210 - $42,411	136 Added 1.61%	8,568 $2.53 Million
Q1 2020 Apr 30, 2020	SELL	$194.86 - $305.31 $10,522 - $16,486	-54 Reduced 0.64%	8,432 $2.1 Million
Q4 2019 Jan 22, 2020	SELL	$215.36 - $295.97 $16,582 - $22,789	-77 Reduced 0.9%	8,486 $2.5 Million
Q3 2019 Nov 06, 2019	BUY	$215.26 - $266.65 $42,406 - $52,530	197 Added 2.35%	8,563 $1.86 Million
Q2 2019 Aug 07, 2019	SELL	$216.84 - $252.28 $8,456 - $9,838	-39 Reduced 0.46%	8,366 $2.04 Million
Q1 2019 May 10, 2019	SELL	$236.02 - $271.13 $160,021 - $183,826	-678 Reduced 7.46%	8,405 $2.08 Million
Q4 2018 Feb 04, 2019	SELL	$232.94 - $286.33 $40,531 - $49,821	-174 Reduced 1.88%	9,083 $2.26 Million
Q3 2018 Oct 24, 2018	BUY	$246.98 - $269.65 $62,732 - $68,491	254 Added 2.82%	9,257 $2.46 Million
Q2 2018 Aug 01, 2018	BUY	$217.2 - $255.98 $67,983 - $80,121	313 Added 3.6%	9,003 $2.21 Million
Q1 2018 Apr 23, 2018	BUY	$212.55 - $248.47 $1,487 - $1,739	7 Added 0.08%	8,690 $1.86 Million
Q4 2017 Feb 05, 2018	SELL	$192.52 - $228.17 $123,405 - $146,256	-641 Reduced 6.87%	8,683 $1.91 Million
Q3 2017 Oct 18, 2017	BUY	$190.82 - $199.75 $1.78 Million - $1.86 Million	9,324	9,324 $1.83 Million

Others Institutions Holding UNH

# of Institutions

3,672

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 $458B
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...

More about UNH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Balasa Dinverno & Foltz LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balasa Dinverno & Foltz LLC with notifications on news.

Account

Balasa Dinverno & Foltz LLC Unitedhealth Group Inc Transaction History