Efg Asset Management (Americas) Corp. Unitedhealth Group Inc Transaction History

Efg Asset Management (Americas) Corp.

$508 Million
Q3 2024

A detailed history of Efg Asset Management (Americas) Corp. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Efg Asset Management (Americas) Corp. holds 18,785 shares of UNH stock, worth $11.3 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares

18,785

Previous 19,177 2.04%

Holding current value

$11.3 Million

Previous $9.77 Million 12.46%

% of portfolio

2.16%

Previous 1.92%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$488.01 - $604.18 $191,299 - $236,838	-392 Reduced 2.04%	18,785 $11 Million
Q2 2024 Aug 06, 2024	BUY	$439.2 - $524.63 $2.49 Million - $2.98 Million	5,680 Added 42.08%	19,177 $9.77 Million
Q1 2024 Apr 22, 2024	SELL	$472.6 - $545.42 $2.62 Million - $3.02 Million	-5,544 Reduced 29.12%	13,497 $6.68 Million
Q4 2023 Feb 01, 2024	SELL	$509.47 - $552.97 $2.53 Million - $2.74 Million	-4,959 Reduced 20.66%	19,041 $10 Million
Q3 2023 Nov 09, 2023	SELL	$447.75 - $510.93 $151,339 - $172,694	-338 Reduced 1.39%	24,000 $12.1 Million
Q2 2023 Aug 29, 2023	SELL	$458.49 - $526.23 $174,684 - $200,493	-381 Reduced 1.54%	24,338 $11.7 Million
Q1 2023 May 04, 2023	SELL	$460.33 - $518.33 $390,359 - $439,543	-848 Reduced 3.32%	24,719 $11.7 Million
Q4 2022 Feb 09, 2023	SELL	$498.86 - $555.15 $1.06 Million - $1.17 Million	-2,116 Reduced 7.64%	25,567 $13.6 Million
Q3 2022 Nov 07, 2022	SELL	$501.24 - $549.95 $574,421 - $630,242	-1,146 Reduced 3.98%	27,683 $14 Million
Q2 2022 Jul 13, 2022	SELL	$452.06 - $546.01 $152,796 - $184,551	-338 Reduced 1.16%	28,829 $14.8 Million
Q1 2022 May 05, 2022	BUY	$455.89 - $520.82 $5.4 Million - $6.16 Million	11,836 Added 68.29%	29,167 $14.9 Million
Q4 2021 Jan 24, 2022	BUY	$387.01 - $505.58 $1.25 Million - $1.64 Million	3,235 Added 22.95%	17,331 $8.73 Million
Q3 2021 Oct 22, 2021	BUY	$390.74 - $429.71 $231,318 - $254,388	592 Added 4.38%	14,096 $5.53 Million
Q2 2021 Jul 23, 2021	BUY	$364.37 - $420.89 $101,294 - $117,007	278 Added 2.1%	13,504 $5.42 Million
Q1 2021 Apr 09, 2021	BUY	$324.34 - $379.06 $1.57 Million - $1.83 Million	4,831 Added 57.55%	13,226 $4.94 Million
Q4 2020 Feb 05, 2021	SELL	$303.68 - $356.82 $37,048 - $43,532	-122 Reduced 1.43%	8,395 $2.96 Million
Q3 2020 Nov 06, 2020	SELL	$291.16 - $323.7 $51,244 - $56,971	-176 Reduced 2.02%	8,517 $2.67 Million
Q2 2020 Jul 30, 2020	SELL	$229.49 - $311.85 $1.76 Million - $2.4 Million	-7,686 Reduced 46.93%	8,693 $2.58 Million
Q1 2020 May 08, 2020	SELL	$194.86 - $305.31 $899,278 - $1.41 Million	-4,615 Reduced 21.98%	16,379 $4.1 Million
Q4 2019 Jan 28, 2020	BUY	$215.36 - $295.97 $100,142 - $137,626	465 Added 2.27%	20,994 $6.27 Million
Q3 2019 Nov 05, 2019	SELL	$215.26 - $266.65 $289,524 - $358,644	-1,345 Reduced 6.15%	20,529 $4.54 Million
Q2 2019 Jul 09, 2019	SELL	$216.84 - $252.28 $1.32 Million - $1.54 Million	-6,096 Reduced 21.79%	21,874 $5.43 Million
Q1 2019 Apr 05, 2019	SELL	$236.02 - $271.13 $77,414 - $88,930	-328 Reduced 1.16%	27,970 $7.01 Million
Q4 2018 Feb 06, 2019	BUY	$232.94 - $286.33 $37,037 - $45,526	159 Added 0.57%	28,298 $7.15 Million
Q3 2018 Oct 09, 2018	BUY	$246.98 - $269.65 $122,255 - $133,476	495 Added 1.79%	28,139 $7.58 Million
Q2 2018 Aug 07, 2018	BUY	$217.2 - $255.98 $1.33 Million - $1.56 Million	6,102 Added 28.33%	27,644 $6.87 Million
Q1 2018 May 07, 2018	SELL	$212.55 - $248.47 $408,733 - $477,807	-1,923 Reduced 8.2%	21,542 $4.68 Million
Q4 2017 Feb 07, 2018	SELL	$192.52 - $228.17 $401,404 - $475,734	-2,085 Reduced 8.16%	23,465 $5.24 Million
Q3 2017 Nov 13, 2017	BUY	$190.82 - $199.75 $145,214 - $152,009	761 Added 3.07%	25,550 $5.06 Million
Q2 2017 Aug 14, 2017	BUY	N/A	24,789	24,789 $4.66 Million

Others Institutions Holding UNH

# of Institutions

3,833

Shares Held

777M

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 $562B
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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Efg Asset Management (Americas) Corp. Unitedhealth Group Inc Transaction History