A detailed history of Clifford Swan Investment Counsel LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Clifford Swan Investment Counsel LLC holds 52,062 shares of UNH stock, worth $30.8 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
52,062
Previous 50,268 3.57%
Holding current value
$30.8 Million
Previous $25.6 Million 18.91%
% of portfolio
1.1%
Previous 0.96%

Shares

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

Nov 14, 2024

BUY
$488.01 - $604.18 $875,489 - $1.08 Million
1,794 Added 3.57%
52,062 $30.4 Million
Q2 2024

Aug 06, 2024

BUY
$439.2 - $524.63 $1.02 Million - $1.22 Million
2,328 Added 4.86%
50,268 $25.6 Million
Q1 2024

Apr 16, 2024

BUY
$472.6 - $545.42 $1.67 Million - $1.93 Million
3,542 Added 7.98%
47,940 $23.7 Million
Q4 2023

Feb 06, 2024

BUY
$509.47 - $552.97 $316,380 - $343,394
621 Added 1.42%
44,398 $23.4 Million
Q3 2023

Nov 09, 2023

BUY
$447.75 - $510.93 $452,675 - $516,550
1,011 Added 2.36%
43,777 $22.1 Million
Q2 2023

Aug 03, 2023

BUY
$458.49 - $526.23 $834,910 - $958,264
1,821 Added 4.45%
42,766 $20.6 Million
Q1 2023

May 05, 2023

BUY
$460.33 - $518.33 $1.62 Million - $1.82 Million
3,509 Added 9.37%
40,945 $19.4 Million
Q4 2022

Feb 02, 2023

BUY
$498.86 - $555.15 $186,074 - $207,070
373 Added 1.01%
37,436 $19.9 Million
Q3 2022

Nov 04, 2022

SELL
$501.24 - $549.95 $501 - $549
-1 Reduced -0.0%
37,063 $18.7 Million
Q2 2022

Aug 04, 2022

BUY
$452.06 - $546.01 $706,117 - $852,867
1,562 Added 4.4%
37,064 $19 Million
Q1 2022

May 03, 2022

BUY
$455.89 - $520.82 $1.54 Million - $1.76 Million
3,377 Added 10.51%
35,502 $18.1 Million
Q4 2021

Feb 11, 2022

SELL
$387.01 - $505.58 $192,730 - $251,778
-498 Reduced 1.53%
32,125 $16.1 Million
Q3 2021

Nov 02, 2021

BUY
$390.74 - $429.71 $94,949 - $104,419
243 Added 0.75%
32,623 $12.7 Million
Q2 2021

Aug 05, 2021

SELL
$364.37 - $420.89 $291,496 - $336,712
-800 Reduced 2.41%
32,380 $13.6 Million
Q1 2021

May 07, 2021

BUY
$324.34 - $379.06 $884,799 - $1.03 Million
2,728 Added 8.96%
33,180 $12.3 Million
Q4 2020

Feb 11, 2021

SELL
$303.68 - $356.82 $787,138 - $924,877
-2,592 Reduced 7.84%
30,452 $10.7 Million
Q3 2020

Oct 30, 2020

SELL
$291.16 - $323.7 $789,334 - $877,550
-2,711 Reduced 7.58%
33,044 $10.3 Million
Q2 2020

Aug 06, 2020

BUY
$229.49 - $311.85 $111,532 - $151,559
486 Added 1.38%
35,755 $10.5 Million
Q1 2020

Apr 09, 2020

BUY
$194.86 - $305.31 $44,817 - $70,221
230 Added 0.66%
35,269 $8.8 Million
Q4 2019

Jan 30, 2020

BUY
$215.36 - $295.97 $1.11 Million - $1.53 Million
5,170 Added 17.31%
35,039 $10.3 Million
Q3 2019

Nov 12, 2019

BUY
$215.26 - $266.65 $32,289 - $39,997
150 Added 0.5%
29,869 $6.49 Million
Q2 2019

Aug 13, 2019

BUY
$216.84 - $252.28 $4.63 Million - $5.39 Million
21,358 Added 255.45%
29,719 $7.25 Million
Q4 2018

Feb 13, 2019

BUY
$232.94 - $286.33 $1,397 - $1,717
6 Added 0.07%
8,361 $2.08 Million
Q3 2018

Nov 14, 2018

SELL
$246.98 - $269.65 $20,499 - $22,380
-83 Reduced 0.98%
8,355 $2.22 Million
Q2 2018

Aug 13, 2018

BUY
$217.2 - $255.98 $73,848 - $87,033
340 Added 4.2%
8,438 $2.07 Million
Q4 2017

Feb 09, 2018

BUY
$192.52 - $228.17 $353,466 - $418,920
1,836 Added 29.32%
8,098 $1.79 Million
Q3 2017

Nov 13, 2017

BUY
$190.82 - $199.75 $16,982 - $17,777
89 Added 1.44%
6,262 $1.23 Million
Q2 2017

Aug 11, 2017

BUY
N/A
6,173
6,173 $1.15 Million

Others Institutions Holding UNH

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
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