Birch Capital Management, LLC Unitedhealth Group Inc Transaction History

Birch Capital Management, LLC

$200 Million
Q3 2024

A detailed history of Birch Capital Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Birch Capital Management, LLC holds 7,057 shares of UNH stock, worth $4.21 Million. This represents 2.06% of its overall portfolio holdings.

Number of Shares

7,057

Previous 7,066 0.13%

Holding current value

$4.21 Million

Previous $3.6 Million 14.67%

% of portfolio

2.06%

Previous 1.9%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$488.01 - $604.18 $4,392 - $5,437	-9 Reduced 0.13%	7,057 $4.13 Million
Q2 2024 Jul 08, 2024	SELL	$439.2 - $524.63 $1,317 - $1,573	-3 Reduced 0.04%	7,066 $3.6 Million
Q1 2024 Apr 11, 2024	SELL	$472.6 - $545.42 $42,061 - $48,542	-89 Reduced 1.24%	7,069 $3.5 Million
Q4 2023 Jan 24, 2024	BUY	$509.47 - $552.97 $176,276 - $191,327	346 Added 5.08%	7,158 $3.77 Million
Q3 2023 Oct 11, 2023	BUY	$447.75 - $510.93 $265,963 - $303,492	594 Added 9.55%	6,812 $3.43 Million
Q2 2023 Jul 12, 2023	BUY	$458.49 - $526.23 $13,296 - $15,260	29 Added 0.47%	6,218 $2.99 Million
Q4 2022 Feb 06, 2023	SELL	$498.86 - $555.15 $156,642 - $174,317	-314 Reduced 4.83%	6,189 $3.28 Million
Q3 2022 Mar 30, 2023	BUY	$501.24 - $549.95 $157,389 - $172,684	314 Added 5.07%	6,503 $3.28 Million
Q3 2022 Oct 06, 2022	SELL	$501.24 - $549.95 $80,699 - $88,541	-161 Reduced 2.42%	6,503 $3.28 Million
Q2 2022 Mar 30, 2023	BUY	$452.06 - $546.01 $214,728 - $259,354	475 Added 7.67%	6,664 $3.42 Million
Q4 2020 Feb 02, 2021	SELL	$303.68 - $356.82 $275,134 - $323,278	-906 Reduced 11.97%	6,664 $2.34 Million
Q3 2020 Oct 06, 2020	SELL	$291.16 - $323.7 $123,451 - $137,248	-424 Reduced 5.3%	7,570 $2.36 Million
Q2 2020 Jul 02, 2020	SELL	$229.49 - $311.85 $42,455 - $57,692	-185 Reduced 2.26%	7,994 $2.36 Million
Q1 2020 Apr 02, 2020	BUY	$194.86 - $305.31 $23,772 - $37,247	122 Added 1.51%	8,179 $2.04 Million
Q4 2019 Jan 27, 2020	BUY	$215.36 - $295.97 $1.74 Million - $2.38 Million	8,057 New	8,057 $2.37 Million

Others Institutions Holding UNH

# of Institutions

3,811

Shares Held

789M

Call Options Held

5.85M

Put Options Held

5.63M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $558B
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

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Birch Capital Management, LLC Unitedhealth Group Inc Transaction History