Congress Asset Management CO Unitedhealth Group Inc Transaction History

Congress Asset Management CO

$13.6 Billion
Q1 2024

A detailed history of Congress Asset Management CO transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Congress Asset Management CO holds 66,498 shares of UNH stock, worth $34.9 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

66,498

Previous 237,625 72.02%

Holding current value

$34.9 Million

Previous $125 Million 73.7%

% of portfolio

0.24%

Previous 1.02%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 11, 2024	SELL	$472.6 - $545.42 $80.9 Million - $93.3 Million	-171,127 Reduced 72.02%	66,498 $32.9 Million
Q4 2023 Mar 04, 2024	SELL	$509.47 - $552.97 $15.2 Million - $16.5 Million	-29,813 Reduced 11.15%	237,625 $125 Million
Q3 2023 Nov 01, 2023	SELL	$447.75 - $510.93 $204,174 - $232,984	-456 Reduced 0.17%	267,438 $135 Million
Q2 2023 Jul 27, 2023	BUY	$458.49 - $526.23 $687,735 - $789,345	1,500 Added 0.56%	267,894 $129 Million
Q1 2023 Apr 21, 2023	SELL	$460.33 - $518.33 $927,564 - $1.04 Million	-2,015 Reduced 0.75%	266,394 $126 Million

Q4 2022 Jan 18, 2023	SELL	$498.86 - $555.15 $2.76 Million - $3.07 Million	-5,528 Reduced 2.02%	268,409 $0
Q3 2022 Nov 08, 2022	BUY	$501.24 - $549.95 $746,847 - $819,425	1,490 Added 0.55%	273,937 $138 Million
Q2 2022 Aug 02, 2022	SELL	$452.06 - $546.01 $5.08 Million - $6.14 Million	-11,243 Reduced 3.96%	272,447 $140 Million
Q1 2022 Apr 20, 2022	SELL	$455.89 - $520.82 $8.74 Million - $9.99 Million	-19,175 Reduced 6.33%	283,690 $145 Million
Q4 2021 Jan 28, 2022	SELL	$387.01 - $505.58 $14.7 Million - $19.2 Million	-38,072 Reduced 11.17%	302,865 $152 Million
Q3 2021 Nov 08, 2021	BUY	$390.74 - $429.71 $13 Million - $14.3 Million	33,302 Added 10.83%	340,937 $133 Million
Q2 2021 Aug 05, 2021	BUY	$364.37 - $420.89 $852,625 - $984,882	2,340 Added 0.77%	307,635 $123 Million
Q1 2021 May 05, 2021	BUY	$324.34 - $379.06 $4.19 Million - $4.9 Million	12,914 Added 4.42%	305,295 $114 Million
Q4 2020 Jan 26, 2021	BUY	$303.68 - $356.82 $2.74 Million - $3.21 Million	9,008 Added 3.18%	292,381 $103 Million
Q3 2020 Nov 03, 2020	BUY	$291.16 - $323.7 $2.49 Million - $2.77 Million	8,555 Added 3.11%	283,373 $88.3 Million
Q2 2020 Jul 23, 2020	BUY	$229.49 - $311.85 $51.1 Million - $69.5 Million	222,797 Added 428.28%	274,818 $81.1 Million
Q1 2020 Apr 21, 2020	SELL	$194.86 - $305.31 $298,525 - $467,734	-1,532 Reduced 2.86%	52,021 $13 Million
Q4 2019 Feb 10, 2020	SELL	$215.36 - $295.97 $87,220 - $119,867	-405 Reduced 0.75%	53,553 $15.7 Million
Q3 2019 Nov 01, 2019	SELL	$215.26 - $266.65 $50.8 Million - $62.9 Million	-235,942 Reduced 81.39%	53,958 $11.7 Million
Q2 2019 Aug 07, 2019	BUY	$216.84 - $252.28 $371,013 - $431,651	1,711 Added 0.59%	289,900 $70.7 Million
Q1 2019 May 08, 2019	SELL	$236.02 - $271.13 $2.42 Million - $2.79 Million	-10,274 Reduced 3.44%	288,189 $71.3 Million
Q4 2018 Jan 25, 2019	SELL	$232.94 - $286.33 $2.26 Million - $2.78 Million	-9,697 Reduced 3.15%	298,463 $74.4 Million
Q3 2018 Oct 26, 2018	SELL	$246.98 - $269.65 $3.46 Million - $3.78 Million	-14,023 Reduced 4.35%	308,160 $82 Million
Q2 2018 Jul 25, 2018	SELL	$217.2 - $255.98 $2.33 Million - $2.75 Million	-10,743 Reduced 3.23%	322,183 $79 Million
Q1 2018 May 11, 2018	SELL	$212.55 - $248.47 $4.15 Million - $4.85 Million	-19,529 Reduced 5.54%	332,926 $71.2 Million
Q4 2017 Jan 30, 2018	SELL	$192.52 - $228.17 $2.32 Million - $2.75 Million	-12,034 Reduced 3.3%	352,455 $77.7 Million
Q3 2017 Oct 17, 2017	BUY	$190.82 - $199.75 $69.6 Million - $72.8 Million	364,489	364,489 $71.4 Million

Others Institutions Holding UNH

# of Institutions

3,666

Shares Held

759M

Call Options Held

6.06M

Put Options Held

6.74M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $491B
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...

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Congress Asset Management CO Unitedhealth Group Inc Transaction History