Broadleaf Partners, LLC Unitedhealth Group Inc Transaction History

Broadleaf Partners, LLC

$401 Million
Q2 2024

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$472.6 - $545.42 $3.37 Million - $3.89 Million	7,131 New	7,131 $3.53 Million
Q4 2023 Feb 13, 2024	BUY	$509.47 - $552.97 $2.22 Million - $2.41 Million	4,354 Added 59.99%	11,612 $6.11 Million
Q3 2023 Nov 13, 2023	SELL	$447.75 - $510.93 $3.33 Million - $3.79 Million	-7,427 Reduced 50.58%	7,258 $3.66 Million
Q2 2023 Aug 11, 2023	BUY	$458.49 - $526.23 $9,628 - $11,050	21 Added 0.14%	14,685 $7.06 Million
Q1 2023 May 11, 2023	BUY	$460.33 - $518.33 $116,923 - $131,655	254 Added 1.76%	14,664 $6.93 Million
Q4 2022 Feb 10, 2023	SELL	$498.86 - $555.15 $94,783 - $105,478	-190 Reduced 1.3%	14,410 $7.64 Million
Q3 2022 Nov 08, 2022	SELL	$501.24 - $549.95 $14,535 - $15,948	-29 Reduced 0.2%	14,600 $7.37 Million
Q2 2022 Aug 09, 2022	BUY	$452.06 - $546.01 $148,275 - $179,091	328 Added 2.29%	14,629 $7.51 Million
Q1 2022 May 11, 2022	BUY	$455.89 - $520.82 $4,103 - $4,687	9 Added 0.06%	14,301 $7.29 Million
Q4 2021 Feb 09, 2022	SELL	$387.01 - $505.58 $42,184 - $55,108	-109 Reduced 0.76%	14,292 $7.18 Million
Q3 2021 Nov 09, 2021	BUY	$390.74 - $429.71 $224,675 - $247,083	575 Added 4.16%	14,401 $5.63 Million
Q2 2021 Jul 15, 2021	SELL	$364.37 - $420.89 $159,229 - $183,928	-437 Reduced 3.06%	13,826 $5.54 Million
Q1 2021 Apr 23, 2021	BUY	$324.34 - $379.06 $170,602 - $199,385	526 Added 3.83%	14,263 $5.31 Million
Q4 2020 Feb 24, 2021	BUY	$303.68 - $356.82 $1,518 - $1,784	5 Added 0.04%	13,737 $4.82 Million
Q3 2020 Oct 23, 2020	SELL	$291.16 - $323.7 $29,989 - $33,341	-103 Reduced 0.74%	13,732 $4.28 Million
Q2 2020 Aug 04, 2020	BUY	$229.49 - $311.85 $29,374 - $39,916	128 Added 0.93%	13,835 $4.08 Million
Q1 2020 May 05, 2020	SELL	$194.86 - $305.31 $1.73 Million - $2.71 Million	-8,877 Reduced 39.31%	13,707 $3.42 Million
Q4 2019 Jan 31, 2020	BUY	$215.36 - $295.97 $810,830 - $1.11 Million	3,765 Added 20.01%	22,584 $6.64 Million
Q3 2019 Oct 21, 2019	BUY	$215.26 - $266.65 $97,943 - $121,325	455 Added 2.48%	18,819 $4.09 Million
Q2 2019 Jul 19, 2019	BUY	$216.84 - $252.28 $1.19 Million - $1.38 Million	5,485 Added 42.59%	18,364 $4.48 Million
Q1 2019 Apr 10, 2019	SELL	$236.02 - $271.13 $10,384 - $11,929	-44 Reduced 0.34%	12,879 $3.18 Million
Q1 2019 Apr 09, 2019	SELL	$236.02 - $271.13 $17,465 - $20,063	-74 Reduced 0.57%	12,923 $3.13 Million
Q4 2018 Jan 15, 2019	BUY	$232.94 - $286.33 $417,894 - $513,676	1,794 Added 16.01%	12,997 $3.24 Million
Q3 2018 Oct 12, 2018	SELL	$246.98 - $269.65 $61,498 - $67,142	-249 Reduced 2.17%	11,203 $2.98 Million
Q2 2018 Aug 07, 2018	SELL	$217.2 - $255.98 $2.49 Million - $2.93 Million	-11,452 Reduced 50.0%	11,452 $2.81 Million
Q2 2018 Jul 17, 2018	BUY	$217.2 - $255.98 $2.5 Million - $2.95 Million	11,513 Added 101.07%	22,904 $5.62 Million
Q1 2018 Apr 20, 2018	SELL	$212.55 - $248.47 $15,091 - $17,641	-71 Reduced 0.62%	11,391 $2.44 Million
Q4 2017 Jan 12, 2018	BUY	$192.52 - $228.17 $2.21 Million - $2.62 Million	11,462	11,462 $2.53 Million

Others Institutions Holding UNH

# of Institutions

3,734

Shares Held

782M

Call Options Held

5.86M

Put Options Held

5.64M

Vanguard Group Inc Valley Forge, PA

83.9M
Shares

$49.5 Billion
0.84% of portfolio
Black Rock Inc. New York, NY

73.4M
Shares

$43.3 Billion
0.86% of portfolio
State Street Corp Boston, MA

45M
Shares

$26.5 Billion
1.02% of portfolio
Capital World Investors Los Angeles, CA

28M
Shares

$16.5 Billion
2.39% of portfolio
Price T Rowe Associates Inc Baltimore, MD

26M
Shares

$15.3 Billion
1.59% of portfolio

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $551B
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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