Creative Planning Unitedhealth Group Inc Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Creative Planning holds 212,295 shares of UNH stock, worth $108 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

212,295

Previous 197,681 7.39%

Holding current value

$108 Million

Previous $101 Million 23.3%

% of portfolio

0.12%

Previous 0.11%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$488.01 - $604.18 $7.13 Million - $8.83 Million	14,614 Added 7.39%	212,295 $124 Million
Q2 2024 Aug 15, 2024	BUY	$439.2 - $524.63 $3.35 Million - $4 Million	7,628 Added 4.01%	197,681 $101 Million
Q1 2024 May 10, 2024	SELL	$472.6 - $545.42 $3.84 Million - $4.43 Million	-8,120 Reduced 4.1%	190,053 $94 Million
Q4 2023 Feb 14, 2024	BUY	$509.47 - $552.97 $5.82 Million - $6.32 Million	11,424 Added 6.12%	198,173 $104 Million
Q3 2023 Nov 16, 2023	BUY	$447.75 - $510.93 $7.22 Million - $8.24 Million	16,124 Added 9.45%	186,749 $94.2 Million
Q2 2023 Jul 21, 2023	BUY	$458.49 - $526.23 $1.75 Million - $2.01 Million	3,826 Added 2.29%	170,625 $82 Million
Q1 2023 May 15, 2023	BUY	$460.33 - $518.33 $4.04 Million - $4.55 Million	8,787 Added 5.56%	166,799 $78.8 Million
Q4 2022 Feb 10, 2023	BUY	$498.86 - $555.15 $9.47 Million - $10.5 Million	18,975 Added 13.65%	158,012 $83.8 Million
Q3 2022 Nov 03, 2022	BUY	$501.24 - $549.95 $242,098 - $265,625	483 Added 0.35%	139,037 $70.2 Million
Q2 2022 Aug 15, 2022	BUY	$452.06 - $546.01 $6.41 Million - $7.74 Million	14,180 Added 11.4%	138,554 $71.2 Million
Q1 2022 May 16, 2022	BUY	$455.89 - $520.82 $10.7 Million - $12.2 Million	23,510 Added 23.31%	124,374 $63.4 Million
Q4 2021 Feb 11, 2022	BUY	$387.01 - $505.58 $947,400 - $1.24 Million	2,448 Added 2.49%	100,864 $50.6 Million
Q3 2021 Nov 10, 2021	BUY	$390.74 - $429.71 $1.56 Million - $1.72 Million	3,999 Added 4.24%	98,416 $38.5 Million
Q2 2021 Aug 04, 2021	SELL	$364.37 - $420.89 $3.36 Million - $3.88 Million	-9,209 Reduced 8.89%	94,417 $37.8 Million
Q1 2021 Apr 30, 2021	BUY	$324.34 - $379.06 $1.96 Million - $2.3 Million	6,056 Added 6.21%	103,626 $38.6 Million
Q4 2020 Jan 29, 2021	BUY	$303.68 - $356.82 $1.5 Million - $1.77 Million	4,954 Added 5.35%	97,570 $34.2 Million
Q3 2020 Nov 05, 2020	BUY	$291.16 - $323.7 $2.07 Million - $2.3 Million	7,112 Added 8.32%	92,616 $28.9 Million
Q2 2020 Jul 23, 2020	SELL	$229.49 - $311.85 $1.12 Million - $1.52 Million	-4,861 Reduced 5.38%	85,504 $25.2 Million
Q1 2020 May 05, 2020	BUY	$194.86 - $305.31 $156,472 - $245,163	803 Added 0.9%	90,365 $22.5 Million
Q4 2019 Jan 30, 2020	SELL	$215.36 - $295.97 $110,048 - $151,240	-511 Reduced 0.57%	89,562 $26.3 Million
Q3 2019 Nov 01, 2019	BUY	$215.26 - $266.65 $838,222 - $1.04 Million	3,894 Added 4.52%	90,073 $19.6 Million
Q2 2019 Jul 26, 2019	BUY	$216.84 - $252.28 $971,443 - $1.13 Million	4,480 Added 5.48%	86,179 $21 Million
Q1 2019 Apr 24, 2019	BUY	$236.02 - $271.13 $721,041 - $828,302	3,055 Added 3.88%	81,699 $20.2 Million
Q4 2018 Feb 01, 2019	BUY	$232.94 - $286.33 $2.14 Million - $2.64 Million	9,206 Added 13.26%	78,644 $19.6 Million
Q3 2018 Oct 25, 2018	BUY	$246.98 - $269.65 $346,759 - $378,588	1,404 Added 2.06%	69,438 $18.5 Million
Q2 2018 Jul 20, 2018	BUY	$217.2 - $255.98 $1.41 Million - $1.66 Million	6,503 Added 10.57%	68,034 $16.7 Million
Q1 2018 Apr 18, 2018	BUY	$212.55 - $248.47 $1.37 Million - $1.6 Million	6,432 Added 11.67%	61,531 $13.2 Million
Q4 2017 Jan 17, 2018	BUY	$192.52 - $228.17 $907,731 - $1.08 Million	4,715 Added 9.36%	55,099 $12.1 Million
Q3 2017 Oct 17, 2017	BUY	$190.82 - $199.75 $9.61 Million - $10.1 Million	50,384	50,384 $9.87 Million

Others Institutions Holding UNH

# of Institutions

3,839

Shares Held

775M

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 $475B
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 Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning Unitedhealth Group Inc Transaction History