A detailed history of Carret Asset Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Carret Asset Management, LLC holds 7,955 shares of UNH stock, worth $3.98 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
7,955
Previous 7,145 11.34%
Holding current value
$3.98 Million
Previous $3.64 Million 27.84%
% of portfolio
0.52%
Previous 0.43%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$488.01 - $604.18 $395,288 - $489,385
810 Added 11.34%
7,955 $4.65 Million
Q2 2024

Aug 01, 2024

BUY
$439.2 - $524.63 $55,778 - $66,628
127 Added 1.81%
7,145 $3.64 Million
Q1 2024

Apr 18, 2024

BUY
$472.6 - $545.42 $204,163 - $235,621
432 Added 6.56%
7,018 $3.47 Million
Q4 2023

Feb 02, 2024

BUY
$509.47 - $552.97 $25,982 - $28,201
51 Added 0.78%
6,586 $3.47 Million
Q3 2023

Oct 12, 2023

BUY
$447.75 - $510.93 $139,698 - $159,410
312 Added 5.01%
6,535 $3.29 Million
Q2 2023

Jul 25, 2023

BUY
$458.49 - $526.23 $15,588 - $17,891
34 Added 0.55%
6,223 $2.99 Million
Q1 2023

May 11, 2023

BUY
$460.33 - $518.33 $5,063 - $5,701
11 Added 0.18%
6,189 $2.92 Million
Q3 2022

Oct 11, 2022

SELL
$501.24 - $549.95 $22,555 - $24,747
-45 Reduced 0.72%
6,178 $3.12 Million
Q2 2022

Aug 04, 2022

SELL
$452.06 - $546.01 $172,234 - $208,029
-381 Reduced 5.77%
6,223 $3.2 Million
Q1 2022

Apr 13, 2022

BUY
$455.89 - $520.82 $144,061 - $164,579
316 Added 5.03%
6,604 $3.37 Million
Q4 2021

Jan 10, 2022

BUY
$387.01 - $505.58 $25,155 - $32,862
65 Added 1.04%
6,288 $3.16 Million
Q3 2021

Oct 27, 2021

SELL
$390.74 - $429.71 $36,338 - $39,963
-93 Reduced 1.47%
6,223 $2.43 Million
Q2 2021

Jul 14, 2021

SELL
$364.37 - $420.89 $272,548 - $314,825
-748 Reduced 10.59%
6,316 $2.53 Million
Q1 2021

Jul 14, 2021

BUY
$324.34 - $379.06 $93,409 - $109,169
288 Added 4.25%
7,064 $2.63 Million
Q4 2020

Mar 16, 2021

BUY
$303.68 - $356.82 $155,180 - $182,335
511 Added 8.16%
6,776 $2.38 Million
Q3 2020

Nov 16, 2020

BUY
$291.16 - $323.7 $10,190 - $11,329
35 Added 0.56%
6,265 $1.95 Million
Q2 2020

Aug 12, 2020

SELL
$229.49 - $311.85 $2,294 - $3,118
-10 Reduced 0.16%
6,230 $1.84 Million
Q1 2020

May 18, 2020

SELL
$194.86 - $305.31 $39,946 - $62,588
-205 Reduced 3.18%
6,240 $1.56 Million
Q4 2019

Feb 13, 2020

BUY
$215.36 - $295.97 $50,824 - $69,848
236 Added 3.8%
6,445 $1.9 Million
Q3 2019

Nov 13, 2019

SELL
$215.26 - $266.65 $5,381 - $6,666
-25 Reduced 0.4%
6,209 $1.35 Million
Q2 2019

Aug 12, 2019

BUY
$216.84 - $252.28 $417,633 - $485,891
1,926 Added 44.71%
6,234 $1.52 Million
Q1 2019

May 15, 2019

SELL
$236.02 - $271.13 $28,558 - $32,806
-121 Reduced 2.73%
4,308 $1.07 Million
Q4 2018

Feb 13, 2019

BUY
$232.94 - $286.33 $82,460 - $101,360
354 Added 8.69%
4,429 $1.1 Million
Q3 2018

Nov 13, 2018

SELL
$246.98 - $269.65 $6,421 - $7,010
-26 Reduced 0.63%
4,075 $1.08 Million
Q2 2018

Aug 08, 2018

BUY
$217.2 - $255.98 $19,548 - $23,038
90 Added 2.24%
4,101 $1.01 Million
Q1 2018

May 14, 2018

BUY
$212.55 - $248.47 $3,613 - $4,223
17 Added 0.43%
4,011 $858,000
Q4 2017

Feb 13, 2018

BUY
$192.52 - $228.17 $25,027 - $29,662
130 Added 3.36%
3,994 $881,000
Q3 2017

Nov 14, 2017

SELL
$190.82 - $199.75 $20,990 - $21,972
-110 Reduced 2.77%
3,864 $757,000
Q2 2017

Aug 15, 2017

BUY
N/A
3,974
3,974 $737,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $468B
  • 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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