A detailed history of Ellsworth Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Ellsworth Advisors, LLC holds 1,228 shares of UNH stock, worth $708,641. This represents 0.18% of its overall portfolio holdings.

Number of Shares
1,228
Previous 1,109 10.73%
Holding current value
$708,641
Previous $548,000 14.05%
% of portfolio
0.18%
Previous 0.16%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

BUY
$439.2 - $524.63 $52,264 - $62,430
119 Added 10.73%
1,228 $625,000
Q1 2024

Apr 15, 2024

BUY
$472.6 - $545.42 $84,122 - $97,084
178 Added 19.12%
1,109 $548,000
Q4 2023

Jan 18, 2024

BUY
$509.47 - $552.97 $34,134 - $37,048
67 Added 7.75%
931 $490,000
Q3 2023

Oct 20, 2023

BUY
$447.75 - $510.93 $895 - $1,021
2 Added 0.23%
864 $435,000
Q2 2023

Jul 24, 2023

BUY
$458.49 - $526.23 $15,588 - $17,891
34 Added 4.11%
862 $414,000
Q1 2023

Apr 12, 2023

SELL
$460.33 - $518.33 $3,222 - $3,628
-7 Reduced 0.84%
828 $391,000
Q2 2022

Jul 25, 2022

SELL
$452.06 - $546.01 $904 - $1,092
-2 Reduced 0.24%
835 $429,000
Q1 2022

Apr 21, 2022

SELL
$455.89 - $520.82 $10,029 - $11,458
-22 Reduced 2.56%
837 $457,000
Q4 2021

Jan 18, 2022

SELL
$387.01 - $505.58 $20,898 - $27,301
-54 Reduced 5.91%
859 $431,000
Q3 2021

Oct 18, 2021

BUY
$390.74 - $429.71 $1,562 - $1,718
4 Added 0.44%
913 $356,000
Q2 2021

Jul 19, 2021

SELL
$364.37 - $420.89 $1,457 - $1,683
-4 Reduced 0.44%
909 $364,000
Q1 2021

Apr 21, 2021

BUY
$324.34 - $379.06 $78,814 - $92,111
243 Added 36.27%
913 $339,000
Q4 2020

Feb 03, 2021

BUY
$303.68 - $356.82 $303 - $356
1 Added 0.15%
670 $235,000
Q3 2020

Feb 03, 2021

SELL
$291.16 - $323.7 $4,949 - $5,502
-17 Reduced 2.48%
669 $209,000
Q2 2020

Feb 03, 2021

BUY
$229.49 - $311.85 $157,430 - $213,929
686 New
686 $202,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $540B
  • 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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