Choate Investment Advisors Unitedhealth Group Inc Transaction History

Choate Investment Advisors

$3.89 Billion
Q3 2024

A detailed history of Choate Investment Advisors transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Choate Investment Advisors holds 43,202 shares of UNH stock, worth $25.5 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

43,202

Previous 33,410 29.31%

Holding current value

$25.5 Million

Previous $17 Million 48.46%

% of portfolio

0.65%

Previous 0.45%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$488.01 - $604.18 $4.78 Million - $5.92 Million	9,792 Added 29.31%	43,202 $25.3 Million
Q2 2024 Aug 08, 2024	BUY	$439.2 - $524.63 $2.97 Million - $3.55 Million	6,766 Added 25.39%	33,410 $17 Million
Q1 2024 May 07, 2024	BUY	$472.6 - $545.42 $1.7 Million - $1.96 Million	3,592 Added 15.58%	26,644 $13.2 Million
Q4 2023 Feb 14, 2024	BUY	$509.47 - $552.97 $1.31 Million - $1.42 Million	2,565 Added 12.52%	23,052 $12.1 Million
Q3 2023 Oct 30, 2023	BUY	$447.75 - $510.93 $3.04 Million - $3.47 Million	6,796 Added 49.64%	20,487 $10.3 Million
Q2 2023 Aug 01, 2023	BUY	$458.49 - $526.23 $2.23 Million - $2.56 Million	4,861 Added 55.05%	13,691 $6.58 Million
Q1 2023 May 15, 2023	BUY	$460.33 - $518.33 $430,868 - $485,156	936 Added 11.86%	8,830 $4.17 Million
Q4 2022 Feb 14, 2023	BUY	$498.86 - $555.15 $356,684 - $396,932	715 Added 9.96%	7,894 $4.19 Million
Q3 2022 Nov 14, 2022	BUY	$501.24 - $549.95 $238,089 - $261,226	475 Added 7.09%	7,179 $3.63 Million
Q2 2022 Aug 11, 2022	BUY	$452.06 - $546.01 $418,155 - $505,059	925 Added 16.01%	6,704 $3.44 Million
Q1 2022 Apr 29, 2022	BUY	$455.89 - $520.82 $429,904 - $491,133	943 Added 19.5%	5,779 $2.95 Million
Q4 2021 Feb 07, 2022	BUY	$387.01 - $505.58 $868,450 - $1.13 Million	2,244 Added 86.57%	4,836 $2.43 Million
Q3 2021 Nov 04, 2021	SELL	$390.74 - $429.71 $12,503 - $13,750	-32 Reduced 1.22%	2,592 $1.01 Million
Q2 2021 Jul 30, 2021	BUY	$364.37 - $420.89 $118,420 - $136,789	325 Added 14.14%	2,624 $1.05 Million
Q1 2021 May 07, 2021	BUY	$324.34 - $379.06 $122,924 - $143,663	379 Added 19.74%	2,299 $855,000
Q4 2020 Feb 08, 2021	BUY	$303.68 - $356.82 $18,524 - $21,766	61 Added 3.28%	1,920 $673,000
Q3 2020 Oct 26, 2020	SELL	$291.16 - $323.7 $109,185 - $121,387	-375 Reduced 16.79%	1,859 $580,000
Q1 2020 May 07, 2020	BUY	$194.86 - $305.31 $73,072 - $114,491	375 Added 20.17%	2,234 $557,000
Q4 2019 Jan 28, 2020	BUY	$215.36 - $295.97 $2,799 - $3,847	13 Added 0.7%	1,859 $547,000
Q3 2019 Nov 13, 2019	BUY	$215.26 - $266.65 $3,013 - $3,733	14 Added 0.76%	1,846 $401,000
Q4 2018 Feb 14, 2019	SELL	$232.94 - $286.33 $7,454 - $9,162	-32 Reduced 1.72%	1,832 $456,000
Q2 2018 Jul 30, 2018	SELL	$217.2 - $255.98 $16,290 - $19,198	-75 Reduced 3.87%	1,864 $457,000
Q3 2017 Nov 14, 2017	BUY	$190.82 - $199.75 $369,999 - $387,315	1,939	1,939 $0

Others Institutions Holding UNH

# of Institutions

3,833

Shares Held

777M

Call Options Held

6.76M

Put Options Held

7.03M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $553B
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 Choate Investment Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Choate Investment Advisors with notifications on news.

Account

Choate Investment Advisors Unitedhealth Group Inc Transaction History