Eagle Ridge Investment Management Unitedhealth Group Inc Transaction History

Eagle Ridge Investment Management

  • $1.14 Billion
  • Q3 2024

A detailed history of Eagle Ridge Investment Management transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Eagle Ridge Investment Management holds 68,209 shares of UNH stock, worth $38 Million. This represents 3.5% of its overall portfolio holdings.

Number of Shares
68,209
Previous 67,906 0.45%
Holding current value
$38 Million
Previous $34.6 Million 15.32%
% of portfolio
3.5%
Previous 3.2%

Shares

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

Oct 23, 2024
BUY
$488.01 - $604.18 $147,867 - $183,066
303 Added 0.45%
68,209 $39.9 Million
Q2 2024

Jul 24, 2024
SELL
$439.2 - $524.63 $164,700 - $196,736
-375 Reduced 0.55%
67,906 $34.6 Million
Q1 2024

Apr 18, 2024
SELL
$472.6 - $545.42 $144,615 - $166,898
-306 Reduced 0.45%
68,281 $33.8 Million
Q4 2023

Feb 05, 2024
SELL
$509.47 - $552.97 $272,566 - $295,838
-535 Reduced 0.77%
68,587 $36.1 Million
Q3 2023

Oct 24, 2023
SELL
$447.75 - $510.93 $133,429 - $152,257
-298 Reduced 0.43%
69,122 $34.9 Million
Q2 2023

Jul 18, 2023
BUY
$458.49 - $526.23 $552,938 - $634,633
1,206 Added 1.77%
69,420 $33.4 Million
Q1 2023

Apr 18, 2023
SELL
$460.33 - $518.33 $98,970 - $111,440
-215 Reduced 0.31%
68,214 $32.2 Million
Q4 2022

Jan 19, 2023
SELL
$498.86 - $555.15 $393,101 - $437,458
-788 Reduced 1.14%
68,429 $0
Q3 2022

Oct 18, 2022
SELL
$501.24 - $549.95 $1.56 Million - $1.71 Million
-3,115 Reduced 4.31%
69,217 $35 Million
Q2 2022

Jul 19, 2022
SELL
$452.06 - $546.01 $2.23 Million - $2.69 Million
-4,932 Reduced 6.38%
72,332 $37.2 Million
Q1 2022

Apr 18, 2022
SELL
$455.89 - $520.82 $2.37 Million - $2.7 Million
-5,189 Reduced 6.29%
77,264 $39.4 Million
Q4 2021

Jan 19, 2022
SELL
$387.01 - $505.58 $485,697 - $634,502
-1,255 Reduced 1.5%
82,453 $41.4 Million
Q3 2021

Nov 02, 2021
SELL
$390.74 - $429.71 $7,033 - $7,734
-18 Reduced 0.02%
83,708 $32.7 Million
Q2 2021

Jul 19, 2021
SELL
$364.37 - $420.89 $384,045 - $443,618
-1,054 Reduced 1.24%
83,726 $33.5 Million
Q1 2021

Apr 19, 2021
SELL
$324.34 - $379.06 $3.68 Million - $4.3 Million
-11,356 Reduced 11.81%
84,780 $31.5 Million
Q4 2020

Jan 29, 2021
SELL
$303.68 - $356.82 $599,160 - $704,005
-1,973 Reduced 2.01%
96,136 $33.7 Million
Q3 2020

Oct 28, 2020
SELL
$291.16 - $323.7 $87,930 - $97,757
-302 Reduced 0.31%
98,109 $30.6 Million
Q2 2020

Jul 29, 2020
SELL
$229.49 - $311.85 $1.03 Million - $1.4 Million
-4,477 Reduced 4.35%
98,411 $29 Million
Q1 2020

Apr 29, 2020
BUY
$194.86 - $305.31 $6.51 Million - $10.2 Million
33,401 Added 48.07%
102,888 $25.7 Million
Q4 2019

Feb 05, 2020
SELL
$215.36 - $295.97 $139,553 - $191,788
-648 Reduced 0.92%
69,487 $20.4 Million
Q3 2019

Oct 31, 2019
SELL
$215.26 - $266.65 $322,459 - $399,441
-1,498 Reduced 2.09%
70,135 $15.2 Million
Q2 2019

Aug 01, 2019
SELL
$216.84 - $252.28 $106,902 - $124,374
-493 Reduced 0.68%
71,633 $17.5 Million
Q1 2019

May 07, 2019
BUY
$236.02 - $271.13 $25,726 - $29,553
109 Added 0.15%
72,126 $17.8 Million
Q4 2018

Feb 07, 2019
BUY
$232.94 - $286.33 $30,981 - $38,081
133 Added 0.19%
72,017 $17.9 Million
Q3 2018

Nov 09, 2018
SELL
$246.98 - $269.65 $216,107 - $235,943
-875 Reduced 1.2%
71,884 $19.1 Million
Q2 2018

Jul 26, 2018
SELL
$217.2 - $255.98 $172,022 - $202,736
-792 Reduced 1.08%
72,759 $17.9 Million
Q1 2018

Apr 25, 2018
SELL
$212.55 - $248.47 $402,144 - $470,105
-1,892 Reduced 2.51%
73,551 $15.7 Million
Q4 2017

Jan 26, 2018
SELL
$192.52 - $228.17 $141,502 - $167,704
-735 Reduced 0.96%
75,443 $16.6 Million
Q3 2017

Oct 26, 2017
BUY
$190.82 - $199.75 $14.5 Million - $15.2 Million
76,178
76,178 $14.9 Million

Others Institutions Holding UNH

# of Institutions
3,806
Shares Held
788M
Call Options Held
5.85M
Put Options Held
5.63M
View Full List

About UNITEDHEALTH GROUP INC

UNH Quotes by TradingView
  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $522B
  • 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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