A detailed history of Copeland Capital Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Copeland Capital Management, LLC holds 42,826 shares of UNH stock, worth $25.3 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
42,826
Previous 44,565 3.9%
Holding current value
$25.3 Million
Previous $22.7 Million 10.33%
% of portfolio
0.45%
Previous 0.43%

Shares

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

Oct 21, 2024

SELL
$488.01 - $604.18 $848,649 - $1.05 Million
-1,739 Reduced 3.9%
42,826 $25 Million
Q2 2024

Jul 26, 2024

BUY
$439.2 - $524.63 $683,395 - $816,324
1,556 Added 3.62%
44,565 $22.7 Million
Q1 2024

Apr 19, 2024

BUY
$472.6 - $545.42 $1.51 Million - $1.74 Million
3,187 Added 8.0%
43,009 $21.3 Million
Q4 2023

Jan 19, 2024

SELL
$509.47 - $552.97 $497,242 - $539,698
-976 Reduced 2.39%
39,822 $21 Million
Q3 2023

Oct 23, 2023

SELL
$447.75 - $510.93 $465,660 - $531,367
-1,040 Reduced 2.49%
40,798 $20.6 Million
Q2 2023

Jul 14, 2023

BUY
$458.49 - $526.23 $6.99 Million - $8.02 Million
15,240 Added 57.3%
41,838 $20.1 Million
Q1 2023

Apr 14, 2023

SELL
$460.33 - $518.33 $432,249 - $486,711
-939 Reduced 3.41%
26,598 $12.6 Million
Q4 2022

Jan 13, 2023

SELL
$498.86 - $555.15 $1.06 Million - $1.18 Million
-2,130 Reduced 7.18%
27,537 $14.6 Million
Q3 2022

Oct 12, 2022

SELL
$501.24 - $549.95 $661,636 - $725,934
-1,320 Reduced 4.26%
29,667 $15 Million
Q2 2022

Jul 15, 2022

SELL
$452.06 - $546.01 $689,843 - $833,211
-1,526 Reduced 4.69%
30,987 $15.9 Million
Q1 2022

Apr 18, 2022

SELL
$455.89 - $520.82 $101,207 - $115,622
-222 Reduced 0.68%
32,513 $16.6 Million
Q4 2021

Jan 18, 2022

BUY
$387.01 - $505.58 $146,676 - $191,614
379 Added 1.17%
32,735 $16.4 Million
Q3 2021

Jan 18, 2022

BUY
$390.74 - $429.71 $16,411 - $18,047
42 Added 0.13%
32,356 $12.6 Million
Q3 2021

Oct 20, 2021

BUY
$390.74 - $429.71 $4.47 Million - $4.92 Million
11,445 Added 54.84%
32,314 $12.6 Million
Q2 2021

Jan 18, 2022

BUY
$364.37 - $420.89 $7,287 - $8,417
20 Added 0.1%
20,869 $8.36 Million
Q2 2021

Jul 19, 2021

BUY
$364.37 - $420.89 $122,063 - $140,998
335 Added 1.63%
20,849 $8.35 Million
Q1 2021

Jan 18, 2022

BUY
$324.34 - $379.06 $28,217 - $32,978
87 Added 0.43%
20,514 $7.63 Million
Q1 2021

Apr 26, 2021

SELL
$324.34 - $379.06 $59,029 - $68,988
-182 Reduced 0.88%
20,427 $7.6 Million
Q4 2020

Jan 18, 2022

BUY
$303.68 - $356.82 $24,294 - $28,545
80 Added 0.39%
20,609 $7.23 Million
Q4 2020

Jan 27, 2021

BUY
$303.68 - $356.82 $412,093 - $484,204
1,357 Added 7.08%
20,529 $7.2 Million
Q3 2020

Jan 18, 2022

BUY
$291.16 - $323.7 $9,025 - $10,034
31 Added 0.16%
19,172 $5.98 Million
Q3 2020

Oct 22, 2020

SELL
$291.16 - $323.7 $38,433 - $42,728
-132 Reduced 0.68%
19,141 $5.97 Million
Q2 2020

Jan 18, 2022

BUY
$229.49 - $311.85 $7,114 - $9,667
31 Added 0.16%
19,273 $5.68 Million
Q2 2020

Jul 30, 2020

SELL
$229.49 - $311.85 $77,797 - $105,717
-339 Reduced 1.73%
19,242 $5.68 Million
Q1 2020

Jan 18, 2022

BUY
$194.86 - $305.31 $6,040 - $9,464
31 Added 0.16%
19,581 $4.88 Million
Q1 2020

Apr 29, 2020

BUY
$194.86 - $305.31 $409,011 - $640,845
2,099 Added 12.03%
19,550 $4.88 Million
Q4 2019

Jan 18, 2022

BUY
$215.36 - $295.97 $6,676 - $9,175
31 Added 0.18%
17,451 $5.13 Million
Q4 2019

Feb 03, 2020

SELL
$215.36 - $295.97 $8,183 - $11,246
-38 Reduced 0.22%
17,420 $5.12 Million
Q3 2019

Jan 18, 2022

BUY
$215.26 - $266.65 $12,269 - $15,199
57 Added 0.33%
17,458 $3.79 Million
Q3 2019

Nov 06, 2019

BUY
$215.26 - $266.65 $30,351 - $37,597
141 Added 0.82%
17,401 $3.78 Million
Q2 2019

Jan 18, 2022

BUY
$216.84 - $252.28 $46,620 - $54,240
215 Added 1.26%
17,260 $4.21 Million
Q2 2019

Jul 19, 2019

BUY
$216.84 - $252.28 $829,846 - $965,475
3,827 Added 28.95%
17,045 $4.16 Million
Q1 2019

Jan 18, 2022

BUY
$236.02 - $271.13 $15,341 - $17,623
65 Added 0.49%
13,218 $3.27 Million
Q1 2019

Apr 24, 2019

SELL
$236.02 - $271.13 $3.39 Million - $3.89 Million
-14,357 Reduced 52.19%
13,153 $3.25 Million
Q4 2018

Jan 18, 2022

BUY
$232.94 - $286.33 $5,823 - $7,158
25 Added 0.09%
27,510 $6.85 Million
Q4 2018

Jan 28, 2019

SELL
$232.94 - $286.33 $1.04 Million - $1.27 Million
-4,449 Reduced 13.93%
27,485 $6.85 Million
Q3 2018

Nov 01, 2018

SELL
$246.98 - $269.65 $42,233 - $46,110
-171 Reduced 0.53%
31,934 $8.5 Million
Q2 2018

Jul 17, 2018

SELL
$217.2 - $255.98 $1.01 Million - $1.2 Million
-4,670 Reduced 12.7%
32,105 $7.88 Million
Q1 2018

May 04, 2018

SELL
$212.55 - $248.47 $538,389 - $629,374
-2,533 Reduced 6.44%
36,775 $7.87 Million
Q4 2017

Jan 30, 2018

SELL
$192.52 - $228.17 $246,425 - $292,057
-1,280 Reduced 3.15%
39,308 $8.67 Million
Q3 2017

Oct 27, 2017

BUY
$190.82 - $199.75 $7.75 Million - $8.11 Million
40,588
40,588 $7.95 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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