David Rolfe Unitedhealth Group Inc Transaction History

Wedgewood Partners Inc

$492 Million
Q1 2024

A detailed history of David Rolfe (Wedgewood Partners Inc) transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Wedgewood Partners Inc holds 60,193 shares of UNH stock, worth $29.5 Million. This represents 6.05% of its overall portfolio holdings.

Number of Shares

60,193

Previous 49,224 22.28%

Holding current value

$29.5 Million

Previous $25.9 Million 14.91%

% of portfolio

6.05%

Previous 5.77%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 16, 2024	BUY	$472.6 - $545.42 $5.18 Million - $5.98 Million	10,969 Added 22.28%	60,193 $29.8 Million
Q4 2023 Feb 14, 2024	SELL	$509.47 - $552.97 $482,468 - $523,662	-947 Reduced 1.89%	49,224 $25.9 Million
Q3 2023 Nov 14, 2023	BUY	$447.75 - $510.93 $22.5 Million - $25.6 Million	50,171 New	50,171 $25.3 Million
Q2 2023 Aug 14, 2023	SELL	$458.49 - $526.23 $830,325 - $953,002	-1,811 Reduced 2.41%	73,417 $35.3 Million
Q1 2023 May 15, 2023	BUY	$460.33 - $518.33 $6.72 Million - $7.57 Million	14,606 Added 24.09%	75,228 $35.6 Million

Q4 2022 Feb 14, 2023	SELL	$498.86 - $555.15 $122,220 - $136,011	-245 Reduced 0.4%	60,622 $32.1 Million
Q3 2022 Nov 14, 2022	BUY	$501.24 - $549.95 $30.5 Million - $33.5 Million	60,867 New	60,867 $30.7 Million
Q2 2022 Aug 15, 2022	SELL	$452.06 - $546.01 $28.6 Million - $34.5 Million	-63,216 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$455.89 - $520.82 $4.9 Million - $5.6 Million	10,750 Added 20.49%	63,216 $32.2 Million
Q4 2021 Feb 14, 2022	BUY	$387.01 - $505.58 $191,182 - $249,756	494 Added 0.95%	52,466 $26.3 Million
Q3 2021 Nov 12, 2021	BUY	$390.74 - $429.71 $20.3 Million - $22.3 Million	51,972 New	51,972 $20.3 Million

Others Institutions Holding UNH

# of Institutions

3,672

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 $458B
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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